Beneath the Bonnet of the Biden Bounce
Since the U.S. presidential election on 3 November 2020, the S&P 500 has staged the best performance for a new president since Franklin D. Roosevelt. BetaShares’ Jeremy Benson has a look why.
Read MoreSince the U.S. presidential election on 3 November 2020, the S&P 500 has staged the best performance for a new president since Franklin D. Roosevelt. BetaShares’ Jeremy Benson has a look why.
Read MoreIn his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreAMP Capital’s Shane Oliver revisits seven charts he highlighted in January for investors to watch as being critical to the investment outlook this year. Put simply, where are they now?
Read MoreMagellan’s Michael Collins writes that, among the many messages Covid has given us, is the notable one that competence matters during emergencies, but is hard to achieve.
Read MoreWith some merger and acquisition activity starting to happen in the LIC space recently ‒ investors may be wondering if size matters with LICs. Well, according to AFIC, it does and it doesn’t.
Read MoreWhen speaking to clients, the investment team at Kardinia Capital is frequently asked whether the market’s extraordinary run is due to come to an end. Here’s their answer.
Read MoreMany companies expediting the digital revolution aren’t household names. But they often offer stronger growth potential than big-name brands making blockbuster products.
Read MoreAirlie’s Will Granger looks at one of the ASX’s top performers over the past decade, Charter Hall, which has delivered a total shareholder return of 19% per annum since listing in 2005.
Read MoreAfter Covid left company finances in tatters, many needed to tap investors for additional working capital. Raelene de Souza from Realindex looks at how this played out for all parties.
Read MoreAusbil’s James Stewart and Luke Smith give iron ore a thorough once-over from both the supply and demand sides in an endeavour to unearth why it is so polarising at the moment.
Read MoreIn recent years there has been a large increase in the number of ESG related investment products on the market, fueled by increasing demand from consumers who are more aware of where they are investing their money.
Read MoreBell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Sector outlook and picks for FY22.
Read MoreAllan Gray’s Simon Mawhinney looks at what happens when an equity index rebalances and how investors can benefit from an understanding of the forces that drive short-term share price movements.
Read MoreThe popularity of ETFs with investors continues to grow. Of late, this has especially been the case for Australian Fixed Income ETFs, as investors look to position portfolios more defensively.
Read MoreIn his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MorePerpetual’s Anthony Aboud explains why investing in sustainable business models, companies generating cash flow and excellent management teams have been key to the Industrial Share Fund’s success.
Read MoreWith so much information constantly at our disposal, oftentimes too much news is bad news. AMP Chief Economist Shane Oliver has some tips on how to quieten things down and stay focused on what’s important.
Read MoreInvestors’ ongoing love affair with capital-light businesses continues unabated in a giant game of pass the parcel with highly inflated assets – but it’s hard to see when the music will stop.
Read MorePlatinum’s Andrew Clifford gives us his thoughts on rising inflation, whether or not it is here to stay and what it means for markets, and where US / China relations fit in the overall context.
Read MoreJoe Foster from VanEck Investments takes us on a deep dive into the current state of the gold market and where it sits in the context of recent inflationary pressures.
Read MoreKevin Schmitz from MFS Investment Management illustrates how his firm’s active management process helps them focus on opportunities during market dislocations.
Read MoreInvestors need to look deeper and challenge unethical and unsustainable practices across the tech industry, argue Louise Piffaut and Charles Devereux from Aviva Investors.
Read MoreRichard Jones from First Sentier Investors gives some insights on how his firm is managing its portfolios amid the current uncertainties across markets, sectors, and countries.
Read MoreDan Rasmussen, author and founder of asset management business Verdad, speaks with Schroders about how to target value businesses – with leverage – for ‘a wilder ride’.
Read MoreThe move towards a cashless society continues apace, but does this mean the end to physical cash as we know it? Magellan’s Dom Giuliano tackles this and other issues from the sector.
Read MoreIn his regular column, AMP Capital’s Shane Oliver explains why he believes that returns from a well-diversified portfolio are likely to be slower but still solid over the next 12 months.
Read MoreElectric Vehicles are the next revolution in automobiles, but Magellan’s Michael Collins believes problems need to be overcome to hasten the switch and cement the climate benefits.
Read MoreGAM Investments’ Julian Howard outlines why inflation is likely to prove temporary, his longer-term outlook, and how investors should position accordingly.
Read MoreWith it getting ever harder to generate income from your portfolio, investors may need to look to other asset classes to increase yields. Tony Pattison from BetaShares has some suggestions.
Read MoreThomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
Read MoreMany businesses say they’re innovation leaders. But how can equity investors tell which hold truly disruptive powers that translate into sustainable growth and paths to long-term profitability?
Read MoreWhile aiming straight down the middle has its advantages, investors sometimes need to be more nimble. Brad Livingstone-Foggo from VanEck Investments explains why.
Read MoreIn his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreNetflix and Alibaba: Are they still attractive investments? Ryan Joyce from Magellan Asset Management gives his thoughts on these and other technology sector matters.
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