Magellan Minutes: Is Society Going Cashless?
The 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.
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Expect More Modest but Still Good Returns This Financial Year
In 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
Electric 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 MoreMulti Asset Perspectives: Beyond Recovery
GAM Investments’ Julian Howard outlines why inflation is likely to prove temporary, his longer-term outlook, and how investors should position accordingly.
Read MoreTurbo Charge Your Equity Income
With 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 MoreOptical deep-learning, a potential grid-scale battery tipping point, and Chinese cybersecurity regulations
Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
Read MoreFinding Investable Disruptors in an Innovation Swarm
Many 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 MoreGoldilocks Learns an Investment Lesson
While aiming straight down the middle has its advantages, investors sometimes need to be more nimble. Brad Livingstone-Foggo from VanEck Investments explains why.
Read MoreWet Lettuce
In his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreMagellan Minutes: Technology Sector Update
Netflix and Alibaba: Are they still attractive investments? Ryan Joyce from Magellan Asset Management gives his thoughts on these and other technology sector matters.
Read MoreThe Never-Ending Coronavirus Pandemic
As Covid lockdowns across Australia leave us feeling vulnerable once again, AMP Capital’s Shane Oliver has a look at their short- and long-term economic implications.
Read MoreDelivering Income from Infrastructure
Charles Hamieh joins Matt Bushby for a discussion of how the team at ClearBridge Investments analyses the return profiles of infrastructure companies across the globe.
Read MoreShorting Covid Winners as Traditional Businesses Rebound
Portfolio managers Anthony Aboud and Sean Roger explain why the Perpetual SHARE-PLUS Long-Short Fund sees a lot of COVID changes as transitory rather than permanent.
Read MoreGhost Kitchens and the Future of Real Estate
The term ‘ghost kitchen’ once sounded like something you’d find in a scary movie. But the rise of this new type of property provides some useful lessons about long-term real estate investment.
Read MoreESG: Fad or Future?
In his regular column, Tom Stevenson from Fidelity breaks down hot topic Environmental, Social and Corporate Governance – ESG – and asks the question: fad? or future?
Read MoreBiopharma’s Targeted Approach to Growth
Janus Henderson’s Andy Acker and Agustin Mohedas explain how a new drug targeting a common mutation found in tumours could benefit patients and biopharma alike.
Read MorePlatinum’s Four Guiding Investment Principles
Clay Smolinski from Platinum Asset Management explains Platinum’s four investment principles and how they guide the investment team’s search for mispriced stocks in the market.
Read MoreCOVID Strikes Again
In his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreThe Future of the Office – Part 2
APN Property Group’s Mark Mazzarella concludes his article aimed at finding out whether the office as we know it has a future and, if so, what that future might look like.
Read MoreCentral Banks Heading Towards the Easing Exits
In his regular Insights column, AMP Capital Chief Economist Dr Shane Oliver posits 5 reasons why the Fed’s hawkish tone this week shouldn’t cause you to lose too much sleep.
Read MoreChina-U.S. Tensions: Same-same, but Different?
Russell Investments’ Alexander Cousley runs us through the state of US-China relations as they currently stand and how the change of president may affect things from here.
Read MoreThe Post-Covid Outlook for Different Property Types
From residential dwellings to offices and data centres, Stephen Hayes from First Sentier Investors shares his view on the trajectory for property in a post-COVID world.
Read MoreSucceeding Over the Long Term
Australian Foundation Investment Company (AFIC) Managing Director Mark Freeman explains why AFIC has held some stocks for 90 years and how it benefits investors.
Read MoreForecasts Can Fall Short; Humility and Diversity Are Key
Janus Henderson’s Greg Wilensky and Michael Keough discuss the challenges in forecasting interest rates as well as the tools they use to manage risk and generate returns.
Read MoreCancer vaccines, streaming market share, and the $1bn crypto-trading startup
Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
Read MoreFrankly Speaking on Dividends
Scott Kelly, Portfolio manager of the DNR Capital Australian Equities Income Portfolio, gives his thoughts on dividends, with a particular focus on payout ratios and franking.
Read MoreSavings, Wealth and Booming Consumption
Yarra Capital’s Tim Toohey believes that fundamentals and data are providing strong evidence that the current resurgence in consumption will not peter out in coming months. Here’s why.
Read MoreInflation Expectations
As humans we are hard-wired to be anxious when things are not what we expect. There’s a good reason for that. It protects us from danger. Fidelity’s Tom Stevenson with more.
Read MoreUnderstanding the Medicinal Cannabis Industry
Presenter – Cassandra Hunt – Managing Director – A keynote presentation will be given by Cassandra Hunt from Fresh Leaf Analytics, who will provide an overview of the Australian medicinal cannabis market.
Read MoreAustralia in the “Living With Covid” Era
Randal Jenneke from T. Rowe Price breaks down the market as he currently sees it and how he expects the remainder of 2021 to play out.
Read MoreThe Future of the Office – Part 1
APN Property Group’s Mark Mazzarella poses four key questions with the aim of figuring out whether the office as we know it has a future and, if so, what that future might look like.
Read MoreTime to Top Up on Tech?
Alex Holmes from BetaShares reflects on how the growth / value rotation has played out and in particular how U.S. growth stocks have performed so far during 2020.
Read MoreSave the Barbells for the Gym
Today’s environment calls for diversified bond portfolio strategies rather than the traditional barbell approach of combining equities with cash. PIMCO’s Robert Mead and Hugh Holden with more.
Read MoreGold Heats Up on Warming Inflation
With inflation a credible risk for the first time in three decades, VanEck’s Joe Foster has a look into what this might mean for the yellow metal over the rest of 2021 and beyond.
Read MoreA Unique Recovery: the Handoffs Commence
Janus Henderson Director of Equities Research Matt Peron explains why this year’s equities’ gains are built on a positive earnings outlook for both cyclical and secular stocks.
Read MoreBuy the Fact
In his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreAI-designed chips, a new self-driving competitor, and Bitcoin becomes legal tender
Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
Read MoreInflation – Why it Matters for Investment Markets
In his regular Insights column, AMP Capital Chief Economist Dr Shane Oliver follows up his earlier Inflation Q & A article with another look at the metric that seems to be haunting markets at the moment.
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