Bell 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 MoreBell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Positive prospects for dividends.
Read MoreSherry 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 MoreTal 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 MoreAfter 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 MorePete 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 MoreDomestic production gets priority in a strategy that seeks to boost China’s ‘soft power’, writes Magellan Asset Management Investment Specialist Michael Collins.
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 MoreIn 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 MoreAs 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 MoreYarra 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 MoreDoes 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 MoreFund 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 MoreDespite 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 MoreAlison 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 MoreThomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
Read MoreDushko Bajic, Head of Australian Equities Growth at First Sentier Investors, shares his guide to finding companies ready to grow.
Read MoreThe 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 MoreThe technology, health care, industrials, and utilities sectors could be impacted by Biden’s legislative agenda, writes T. Rowe Price analyst Katie Deal.
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 MoreAs 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 MoreWhile 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 MoreJoe 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 MoreEdmund 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 MoreAnton 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 MoreJanus Henderson’s Shan Kwee explains the different types of sustainable investments available and the complexities faced in issuing and tracking sustainable investment outcomes.
Read MorePlato’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 MoreThomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
Read MoreFidelity’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 MoreThe 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.
Read MoreIn his weekly Insights column, Dr Shane Oliver from AMP Capital breaks down this week’s Budget, the key measures it contains, and their implications for Australian assets.
Read MoreWhile assuming markets will revert to the mean is not always a sensible strategy, investing on the assumption that supply/demand imbalances will continue indefinitely makes no sense either.
Read MoreGAM Investments’ Mark Hawtin discusses upcoming changes around the way iPhone and iPad users will interact with advertisers and the potential impact on the constantly evolving advertising space.
Read MoreWe can all think of examples of confirmation bias in everyday life. It occurs in politics, business and sports. It is also rife in funds management.
Read MoreWith an economic recovery underway, cyclical-growth stocks are positioned to join secular-growth companies in propelling tech sector earnings higher over the midterm, says Janus Henderson’s Denny Fish.
Read MoreA year into the most remarkable stockmarket recovery we are ever likely to experience, now is the perfect time to give portfolios a mid-flight check.
Read MoreWe may now be seeing a sustained return to favour for many good quality companies previously shunned amid the momentum-driven mania of recent years.
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 MoreIn his weekly Insights column, Dr Shane Oliver from AMP Capital considers the re-emergence of geopolitical risk and what to look for over the rest of the year.
Read MoreJon Hubbard of MFS Investment Management breaks down the five primary signs of current market exuberance that his firm feels investors should consider.
Read MoreThe holy grail of investing should not be to buy an OK company at a great price but to buy a great one at an OK price. Tom Stevenson from Fidelity shares some thoughts on how to do so.
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