Earning the Right to Be in Business
First Sentier Investors believes that 2020 was a watershed year for responsible investment, spilling into other areas and setting higher expectations for companies globally.
Read MoreFunds
Why Active ETFs Continue to Shine
Exchange 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 MoreReporting Season Round-Up
Scott Kelly, Manager of the DNR Capital Australian Equities Income Portfolio, gives us some key takeaways from the recent Australian reporting season.
Read MoreThe Next Golden Opportunity
Gold 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 MoreThe Outlook for Australian Small Caps
Following 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 MoreRed Chris Rolling Along for Newcrest
Newcrest 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 MoreThe Global Megatrend Investors Can’t Ignore
With climate change now formally recognised, never has it been more important for investors to be vigilant, seek out the facts and avoid greenwashing.
Read MoreDNR Capital – Hidden Gems Webinar Presentation
Sam Twidale – Portfolio Manager – Sam joined DNR Capital in September 2017 and is Portfolio Manager for the Australian Emerging Companies Fund.
Read MoreFlows vs Friction
For 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 MorePleasant Recession, Unpleasant Recovery
Weak pent-up demand will likely prevent a post-COVID boom. Nikolaj Schmidt, Chief International Economist with T. Rowe Price explains why.
Read MoreTen 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 MoreThe Return of Cyclicals, Dividends & Guidance
Elfreda Jonker from Alphinity Investment Management reflects on the key themes from the latest reporting season and the standout results for Alphinity’s portfolios.
Read MoreManaging Risk When Speculative Manias Take Hold
A 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 MoreIndustrials Prove Their Worth
Phil 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 MoreThe Commodities Super Cycle: Is it time to follow the trend?
Should 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 MoreCan You Have it All?
Fidelity 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 MoreInflation, Rising Rates and Their Impact on Infrastructure
There 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 MoreDon’t Overpay for Value
There are a few methods savvy investors utilise to avoid ‘value traps’. Cameron McCormack from VanEck Investments explains what they are.
Read MoreThe Healthcare Technologies Helping Us Out of this Pandemic
Advances 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 MoreInvesting for Income in the Sharemarket
The 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 MoreIn an In-Between Period
When 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 MoreUpgraded ASX Yield Forecast Good News for Retirees
Plato 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 MoreHow to Practically Incorporate More ESG into your Portfolio
Many investors understand the why and what of incorporating ESG principles into their investment portfolios. Here are some tips on how to do so.
Read MoreA New Dawn in the Land of the Rising Sun
After 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 MoreWhere Are We in the Investment Cycle?
Shares 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 MoreThis Recession is Different
The 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 MoreThe Perfect Recipe for a Strong Recovery?
It’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 MoreBond Markets Grappling with Reflation Risks
A 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 MoreAre Cyclicals the New Defensives?
When 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 MoreWhere to for Income in 2021?
Martin 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 MorePouring Fuel on the Fire
Australian 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 MoreCashflows Stay Strong During COVID-19
The 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 MoreDavids to Complement Goliaths
Australian 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 MoreBitcoin – It’s Not a Currency, it’s Not a Capital Asset… So What Is it?
In 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 MoreTime for a Valuation Reality Check-Up
This 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 MoreCloud Computing – the Next Tech Revolution?
The 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 MoreBuilding a More AGILE Advice Business
If 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 MoreWelcome to the Energy Revolution
2020 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.
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