Funds

While 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.

A 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.

We may now be seeing a sustained return to favour for many good quality companies previously shunned amid the momentum-driven mania of recent years.

Jon Hubbard of MFS Investment Management breaks down the five primary signs of current market exuberance that his firm feels investors should consider.

The 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.

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.

Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.

The 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.

Wage inflation, de-carbonisation and localisation are driving structural inflation, argues Chester Asset Management – and investors need to reposition their portfolios accordingly.

Alison 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.

Perennial 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?

A year on from the COVID-19 outbreak and subsequent collapse in global economic activity and stock markets, Platinum’s Andrew Clifford takes stock.

GAM 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.

While moves to decarbonise the world’s economy are reducing the need for some infrastructure assets, they are underpinning strong structural growth for others.

Investment 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’.

As part of an ongoing series, Andrew Martin from Alphinity Investment Management shares his thoughts on the current trends and outlook for the Banking sector.