Inflation Remains Issue Number One
Kellie Wood, Fixed Income Portfolio Manager at Schroders, gives her thoughts on inflation over the rest of 2021 and how her firm is positioning their portfolios in response.
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A Brighter Outlook for Banking
Christian Guerra, Head of Research at First Sentier Investors, looks at the developing macroeconomic conditions and what this means for the banks – and dividends.
Read MorePeak Sentiment, Peak Growth, Peak Policy
Paul O’Connor, Head of the Multi Asset Team with Janus Henderson, considers the prospects for markets as the global recovery gathers momentum and economies reopen.
Read MoreMajor Countries Are Pondering Issuing Digital National Currencies
Is a watershed reengineering of money underway? Magellan Asset Management Investment Specialist Michael Collins shares his thoughts on the subject.
Read MoreThe Next Boomers
Every 15 to 20 years, a new generation is defined. Generations are identifiable by their music, fashion, and events that happened during the generation’s formative years.
Read MoreSemiconductors, Storage and Supply Chains
GAM Investments’ Mark Hawtin believes the semiconductor sector is not fully understood by the market and explains his view that the area can no longer be viewed as a homogenous group.
Read MoreCPI Taper Test
In his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreSix Saving Tips to Help You Achieve Your Financial Goals
Learning how to save money is an essential skill, but not everyone knows how to save effectively. Here are Trilogy Funds’ six top saving tips to consider.
Read MoreIs China’s Commodities Speculation Counterintuitive?
Fidelity’s Tom Stevenson is back with his regular column to look at what’s happening with China’s recent clampdown on alleged speculation, fake news and hoarding in the commodities markets.
Read MoreWhere Is the Money Going? (May 2021 Update)
Michael Brown from BetaShares revisits his article from last year that looked at some interesting data for total ASX ETF net flows across asset classes and updates it for 2021.
Read MoreBell Potter LIC Weekly: Positive prospects for dividends
Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Positive prospects for dividends.
Read MoreChina’s EV Industry Set for Even Faster Growth
Sherry Qin, a research analyst based in Fidelity’s Shanghai office, runs through China’s EV industry, which she believes could grow even faster than current estimations predict.
Read MoreWhy Copper Prices Are at All-Time Highs
Tal Lomnitzer, Senior Investment Manager in the Global Natural Resources team at Janus Henderson, explains why copper has been hitting all-time highs and discusses its implications and outlook.
Read MoreStars Aligning for the Banks
After some years in the doldrums, the major Australian banks are now poised for a period of strong performance, which bodes well for investors in the sector, according to Perennial’s Stephen Bruce.
Read MoreWhere to from Here for AREITs?
Pete Morrissey, Fund Manager of the APN AREIT Fund, dissects the Australian Real Estate Investment Trusts (AREITs) sector by looking at its recent past, present, and future.
Read MoreChina’s Dual Circulation Plan for a Hostile World
Domestic production gets priority in a strategy that seeks to boost China’s ‘soft power’, writes Magellan Asset Management Investment Specialist Michael Collins.
Read MoreRelaxed & Comfortable
In his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreShould We Be Worried about Higher Inflation?
In his weekly Insights column, Dr Shane Oliver from AMP Capital gives an in-depth analysis on inflation, what is driving the recent jump, and what the risks are for investment markets.
Read MoreReflation, Renewables and the Road Ahead
As we approach the midpoint of 2021, the Global Listed Infrastructure team at First Sentier Investors share their predictions for the sector, summarised in five points.
Read MoreWhy are Australia’s Credit Zombies MIA?
Yarra Capital’s Phil Strano takes a look at the respective risk and return profiles of Yarra’s Australian credit portfolios with comparable credit portfolios/indices in the US.
Read MoreThe Overlooked Art of Good Governance
Does your Outsourced CIO fit within your governance structure and able to offer the governance you need? It is a vitally important, yet often overlooked element in the development and maintenance of enduring and resilient investment programmes.
Read MoreAust Ethical Hits 52-Week High on Upped Guidance
Fund manager Australian Ethical has upgraded its June 30 profit estimates after boosting funds under management (FUM) to more than $5.6 billion – a record for the group.
Read MoreSecular Tech Themes Still Intact
Despite the recent rotation toward cyclical stocks, Janus Henderson’s Denny Fish explains why secular-growth companies should remain the main driver of tech earnings over the next several years.
Read MoreChallenging the Inflation Consensus
Alison Savas from Antipodes looks at both sides of the inflation debate, the structural drivers that could lead to higher inflation and how Antipodes is positioning for inflation.
Read MoreGene-edited immune cells fight cancer, robotic hands that can feel, and the first entanglement-based quantum network
Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
Read More5 Questions to Ask of Companies Going Global
Dushko Bajic, Head of Australian Equities Growth at First Sentier Investors, shares his guide to finding companies ready to grow.
Read MoreNavigating Reflations, Rotations and Recoveries
The current recovery in markets highlights the need for investors to have the necessary tools to manoeuvre portfolios to meet the challenges and idiosyncrasies of these markets.
Read MoreIn First 100 Days, Biden Maps Big Changes to Economy
The technology, health care, industrials, and utilities sectors could be impacted by Biden’s legislative agenda, writes T. Rowe Price analyst Katie Deal.
Read MoreCrypto Crash
In his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreFixed Income Remains in a Holding Pattern
As Schroders’ Stuart Dear explains, fixed income is in something of a holding pattern as yields consolidate after the recent move higher and inflationary pressures continue to build.
Read MoreValuations: A Surprising Message
While equity valuations appear elevated, GAM Investments’ Julian Howard suggests that the asset class could be considered appealing on an absolute basis in the right context.
Read MoreGold Miners React and Ready for More
Joe Foster from VanEck Investments digs deep into the current elements at play in the gold space and how they have spilled over into other mining and resource sectors.
Read MorePutting COVID-19 in the Rear-View Mirror
Edmund Leung from First Sentier Investors looks at various geographies where COVID-19 is largely under control, to consider what the new-normal might look like for various infrastructure sectors.
Read MoreWhen the Hype Disappears and Fundamentals Reappear
Anton Tagliaferro from Investors Mutual explains why stocks which can generate a lot of hype and capture the headlines for a time are no substitute for quality businesses trading at a reasonable price.
Read MoreShedding Light on Sustainable Fixed Income
Janus Henderson’s Shan Kwee explains the different types of sustainable investments available and the complexities faced in issuing and tracking sustainable investment outcomes.
Read MoreRetirees Join The Beekeepers As The Dividend Honeypot Swells
Plato’s Dr Don Hamson has a look at the biggest takeaways from last week’s budget and the continued resurgence of dividend payouts among the major stocks.
Read MoreGinkgo Comes to Market, NFTs in Gaming, and Wind Gets a Boost
Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
Read MoreESG, Crypto and the Power of Social Media
Fidelity’s Tom Stevenson is back with his regular column, and this time he picks apart the recent comments by Elon Musk and looks at cryptocurrencies in an ESG context.
Read MoreWelcome to the New Roaring 20s
The parallels between the end of a world war and the Spanish flu pandemic and the current Covid-era aren’t exact but there is an overlap between this century and last, writes APN’s David Kruth.
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