Ten Stock Market Themes for 2021 and Beyond
As the global economy emerges from the pandemic, Schroders have identified ten investment themes that could develop in the wake of this very unusual chapter of history.
Read MoreAs the global economy emerges from the pandemic, Schroders have identified ten investment themes that could develop in the wake of this very unusual chapter of history.
Read MoreElfreda Jonker from Alphinity Investment Management reflects on the key themes from the latest reporting season and the standout results for Alphinity’s portfolios.
Read MoreA speculative mania has touched many parts of the market. Platinum Asset Management’s Troy Augustus explains what’s driving the mania and how Platinum manages risk in speculative market environments.
Read MorePhil Strano, Portfolio Manager of the Yarra Absolute Credit Fund, explains the recent significant outperformance of Industrials, looks at current valuations and details why he’s a happy holder of Triple B corporate securities.
Read MoreShould commodity markets continue to move up and central banks realise their objective of higher inflation, a trend-following strategy that takes positions in all asset classes may be worth consideration.
Read MoreFidelity International Investment Director Tom Stevenson tackles the age-old question we’d all dearly like to know the answer to: Can you have it all?
Read MoreThere appears to be little to no correlation between various infrastructure assets and inflation over the past 30 years. Shane Hurst from ClearBridge Investments explains why.
Read MoreThere are a few methods savvy investors utilise to avoid ‘value traps’. Cameron McCormack from VanEck Investments explains what they are.
Read MoreAdvances in genome sequencing and in other healthcare technologies have played a critical role in controlling the COVID-19 pandemic. This article from Pengana Capital explains how.
Read MoreThe evolving economic environment means that it’s more important than ever for investors to ensure that the income they aim to generate from the sharemarket is based on a sound foundation.
Read MoreWhen we looked at equity markets for February, we’ve got to consider that we came off an exceptional 2020. Markets were up about 16% for the full year, despite all the noise, and despite all the concerns of a recession.
Read MorePlato Investment Management forecasts the ASX200 index will return a 4.8% gross yield in 2021, up from the 4.1% their modelling was forecasting at the end of last year.
Read MoreMany investors understand the why and what of incorporating ESG principles into their investment portfolios. Here are some tips on how to do so.
Read MoreAfter some torrid years, with the TOPIX nearly halving, things finally seem to be looking up for the Japanese market. Max Minack from BetaShares explains why.
Read MoreShares have had a very strong rebound since March last year so where are we in the investment cycle? In his weekly Insights article, AMP Capital’s Shane Oliver gives his thoughts on the subject.
Read MoreThe sharp repricing of bonds in recent weeks may be unsettling for investors, but we at Schroders think it represents a healthy reset to bond markets as we move out of the COVID-19 recession.
Read MoreIt’s been an eventful start to the year so far in global financial markets. Fidelity’s James Abela gives his thoughts on whether the recovery can continue for the rest of 2021.
Read MoreA reflation ‘dance’ between bond markets and central banks will likely continue through the rest of 2021, as the scope and sustainability of the recovery unfolds, according to First Sentier Investors.
Read MoreWhen we look at long term valuation analysis, relative to asset values, cyclical stocks still look cheaper than their averages, while defensives were only more expensive at the peak of the technology bubble.
Read MoreMartin Currie Australia CIO Reece Birtles makes the case that Australian investors should focus on quality and dividend sustainability when looking for income through 2021.
Read MoreAustralian companies have reported generally solid results as JobKeeper flows through to revenues, while central banks continue to pour fuel on the fire underneath asset prices.
Read MoreThe positive results from core shareholdings for 2021 FY reiterate why Investors Mutual invests in good quality, well-established businesses which produce real cashflows, earnings, and dividends.
Read MoreAustralian investors are often attracted to Australian small companies because of their historical long term outperformance above large companies. A similar history of long-term outperformance also applies for international small-cap stocks.
Read MoreIn this week’s Insights column, AMP Capital’s Shane Oliver takes us on an in-depth tour of the wild and woolly world of Bitcoin.
Read MoreThis reporting season was one of the most positive we’ve seen in years, with Australian companies across many sectors delivering strong growth, despite the challenges of the Covid pandemic.
Read MoreThe adoption of the cloud is arguably one of the most significant business transformations we have seen since the early days of the world wide web. Blair Modica from BetaShares explains why.
Read MoreIf there was one thing we have learned from 2020, we can change our habits and behaviours more than we previously believed. Bronwyn Yates from Russell Investments explains how.
Read More2020 will likely be pinpointed as the year where the groundswell of public demand, technological advancements and economic pressures culminated to reshape the global energy supply paradigm.
Read MoreThe future for commodities may look bright. Tom Shelmerdine, Investment Analyst with T. Rowe Price explains why.
Read MoreAMP Capital’s Shane Oliver’s weekly Insights column takes us on a most timely deep dive into the current state of the global bond market
Read MoreAllianceBernstein doesn’t think the beginning of the end is here for the oil and gas industry, but they do believe the energy sector faces substantial change—and companies need to adapt over time.
Read MoreAlthough US equities tend to dominate the conversation about technology investing, Franklin Equity Group’s John Remmert and Don Huber believe there are many innovative international companies that get overlooked.
Read MoreDespite Australia’s exceptional success in controlling the pandemic, dividend cuts were most severe in the UK, Europe and Australia.
Read MoreDouglas Isles from Platinum Asset Management breaks down the state of the semiconductor sector in the wake of the COVID pandemic.
Read MoreA key driver of relative performance between Australian and global equity markets has been relative global sector performance: in particular, the performance of technology versus mining stocks.
Read MoreBell Potter analyst Hayden Nicholson updates developments in the LIC market. WAM Global Options Issue.
Read MoreFidelity International’s Tom Stevenson has a look back at 2020 and finds some lessons to be learnt from the remarkable year just passed.
Read MoreOver the past decade, growth stocks have enjoyed exceptional performance while value stocks have lagged behind. Have the fundamentals supporting value investing changed for good or are we about to enter a style rotation?
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