Green Shoots Emerge for Dividends
Tyndall AM’s Malcolm Whitten believes that, as the economy bounces back, dividends should return to prior levels, making income generation from equity income funds look attractive compared to bonds.
Read MoreTyndall AM’s Malcolm Whitten believes that, as the economy bounces back, dividends should return to prior levels, making income generation from equity income funds look attractive compared to bonds.
Read MoreRecovering global economies have raised the spectre of higher inflation down the track. Trent Koch from First Sentier Investors looks at how such an environment could affect listed infrastructure assets.
Read MoreFrank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
Read MoreAmid the massive boom in Listed Investment Companies (LICs) and Trusts (LITs) over recent years, there’s a lot to be said about the advantages of a ‘traditional’ LIC, such as AFIC.
Read MoreRandal Jenneke, head of Australian equities and portfolio manager for the T. Rowe Price Australian Equity Fund, recaps the March quarter and looks ahead to the rest of 2021.
Read MoreThe automotive industry is at a tipping point. The hyper-valuation of new entrants and historically low valuations of incumbents points to the market’s assessment of the winners and losers. Platinum are less sure.
Read MoreFactor investing is an investment approach that involves targeting specific drivers of return across asset classes. Isaak Walkom from BetaShares explains more on the concept.
Read MoreWage inflation, de-carbonisation and localisation are driving structural inflation, argues Chester Asset Management – and investors need to reposition their portfolios accordingly.
Read MorePaul LaCoursiere, Head of ESG Investments, introduces the three main categories of ESG investment strategies and explores some of the considerations to be aware of.
Read MoreAlison Savas from Antipodes runs through her thoughts on the world’s markets at present, where the risks lie, and how the Antipodes Global Fund’s portfolio is currently positioned.
Read MoreEvery large company was once a small company. The hard part is to identify those small companies that will grow to be large ones. Cameron McCormack from VanEck Investments has some insights how to do so.
Read MoreIn his weekly Insights column, AMP Capital’s Dr Shane Oliver goes deep into the resurgent Australian property market and why he believes the good times may soon be at an end.
Read MoreIn past hot markets, rising interest rates reduced affordability, which slowed or even reversed home price trends. Could this time be different?
Read MoreSam Ruiz, Portfolio Specialist in the Equity Division at T. Rowe Price, provides an update on the firm’s global equity fund and his views on where markets around the world look to be headed.
Read MorePerennial Value’s Dan Bosscher has seen bond markets lead equity markets time and time again, just as they are now – so what are they telling us this time?
Read MoreA year on from the COVID-19 outbreak and subsequent collapse in global economic activity and stock markets, Platinum’s Andrew Clifford takes stock.
Read MoreKanish Chugh from ETF Securities runs through 5 things the past 12 months and the pandemic in particular have taught us about gold.
Read MorePengana Capital’s Amy Pham looks at the reasons for the resumption of the housing boom over the past six months and where things might go from here.
Read MoreGAM Investments’ Julian Howard outlines his latest multi asset views, what the long-term outlook is likely to hold and how investors might realistically position for it.
Read MoreIn the vast universe of investment approaches, perhaps the largest divide is between growth investors and value investors. But why not be both, asks Adam O’Connor from BetaShares.
Read MoreJeffrey Schulze and Josh Jamner from ClearBridge Investments explain why the reflationary period that needs to occur before inflation has traditionally been an attractive time for investment in risk assets.
Read MoreWhile moves to decarbonise the world’s economy are reducing the need for some infrastructure assets, they are underpinning strong structural growth for others.
Read MoreInvestment markets have staged an impressive recovery in the 12 months since the economic shutdowns of March 2020. But it remains to be seen how soon vaccine rollouts will get us back to something resembling ‘normal’.
Read MoreAs Fidelity’s Tom Stevenson explains in his regular column, Joe Biden is America’s oldest ever president who, in the end, has to persuade someone to pick up the tab for his youthful ambition.
Read MoreAs indexing strategies continue to gain significant inflows from all types of investors, the scrutiny of the methodologies underlying indices (and ETFs that aim to track them) has intensified considerably.
Read MoreJamie Nicol, Manager of DNR Capital’s Australian Equities High Conviction Fund and SMA Portfolio, provides a recap of what he saw as the key points to emerge from the reporting season just past.
Read MoreAs part of an ongoing series, Andrew Martin from Alphinity Investment Management shares his thoughts on the current trends and outlook for the Banking sector.
Read MoreFirst Sentier Investors believes that 2020 was a watershed year for responsible investment, spilling into other areas and setting higher expectations for companies globally.
Read MoreExchange Traded Funds (ETFs) have been around for over 25 years and have been met with extraordinary demand. But what are Active ETFs? Alva Devoy from Fidelity has the answer.
Read MoreScott Kelly, Manager of the DNR Capital Australian Equities Income Portfolio, gives us some key takeaways from the recent Australian reporting season.
Read MoreGold stocks have underperformed other asset classes since the start of the year, weighed down by elevated US Treasury yields and a stronger dollar. VanEck Investments with more.
Read MoreFollowing on from his keynote presentation at last week’s ShareCafe Hidden Gems Webinar, we spoke with DNR Capital’s Sam Twidale on all matters small-cap.
Read MoreNewcrest Mining has produced more reserves data for its emerging Red Chris gold mining complex in Canada as it prepares a major statement on the future development of the area for release in September.
Read MoreWith climate change now formally recognised, never has it been more important for investors to be vigilant, seek out the facts and avoid greenwashing.
Read MoreSam Twidale – Portfolio Manager – Sam joined DNR Capital in September 2017 and is Portfolio Manager for the Australian Emerging Companies Fund.
Read MoreFor decades, US stock exchanges have been taking centre stage in global equity offerings. But now, as Fidelity’s Paras Anand explains, a potential shift is brewing.
Read MoreWeak pent-up demand will likely prevent a post-COVID boom. Nikolaj Schmidt, Chief International Economist with T. Rowe Price explains why.
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