When Being an Active Shareholder Can Make a Difference
These are some reasons why, as a shareholder, we at Investors Mutual agitate for change on a wide range of company issues fundamental to growing shareholder wealth.
Read MoreThese are some reasons why, as a shareholder, we at Investors Mutual agitate for change on a wide range of company issues fundamental to growing shareholder wealth.
Read MoreDaniel Sullivan, Head of Global Natural Resources at Janus Henderson, discusses the key drivers of change in the natural resources sector and what’s ahead for mining, energy and agriculture in 2021 and beyond.
Read MoreThere is a direct link between renewables and commodities that can be taken advantage of in the markets, writes Alphinity’s Elfreda Jonker.
Read MoreMany factors – from a high-growth, low-inflation, low bond yield environment to climate change initiatives, electric vehicle adoption and grid resilience – are lining up as tailwinds for infrastructure portfolios.
Read MoreQuestions about free speech on social media, internet companies’ policies on user expression, and government intervention in the tech industry are becoming impossible for investors to ignore.
Read MoreIn this week’s Insights column, AMP’s Shane Oliver argues that many of the mistakes investors make are based on common sense rules of thumb that turn out to be wrong.
Read MoreStephen Cooper from First Sentier Investors explains how different fixed income strategies can provide cost effective diversification against risk assets in the current market environment.
Read MoreAlex Cook from BetaShares examines the role robotics and A.I. have played not only in developing a vaccine but also in its distribution.
Read MoreThere has been a marked increase in the demand for Environmental, Social and Governance (ESG) /Sustainable style products and this trend looks set to continue, says Russell Investments’ James Harwood.
Read MorePublic disgruntlement stops Berlin cementing a currency union that helps make the country an export dynamo, writes Magellan’s Michael Collins.
Read MoreDemand for digital infrastructure and recent commitments from governments around the world have once again piqued investor interest for infrastructure.
Read MoreBell Potter analyst Hayden Nicholson updates developments in the LIC market. Attractive Global Growth Opportunities. WCM Global Growth (WQG). Thorney Re-Introduces Buy-Back.
Read MoreThe weak US December jobs report tells a somewhat more optimistic story than the headline figures suggest. ClearBridge Investments’ Jeff Schultze explains why.
Read MoreDavid Bassanese from BetaShares runs through his thoughts on how the various markets look likely to play out this month.
Read MoreFidelity International’s Tom Stevenson gives us his typically unique take on all of the GameStop / Reddit Army shenanigans that have played out over the past fortnight.
Read MoreAre there strategies an investor can take advantage of when certain sector valuations come into question? BetaShares’ Alex Holmes offers three ways of doing so.
Read MoreFrank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
Read MoreLeveraging in-depth knowledge of infrastructure as a unique asset class is the best way to fully capture sustainability in an investment process, says ClearBridge Investments’ Shane Hurst.
Read MorePhil Strano, Portfolio Manager of the Yarra Absolute Credit Fund, believes Australian credit offers an array of interesting income opportunities.
Read MorePaul O’Connor, Head of the UK-based Multi-Asset Team at Janus Henderson Investors, fleshes out his thoughts on the state of multi-asset investing in the current climate.
Read MoreGiven the importance of the US in global capital markets, monetary policy decisions made by the United States Federal Reserve have the potential to cause significant local market moves, writes Fidelity’s Anthony Doyle.
Read MoreBeneath all of the complexity and uncertainty that prevailed in markets throughout 2020, the narrative is actually fairly simple, suggests Sam Ruiz, Portfolio Specialist in the Equity Division at T. Rowe Price.
Read MoreThe slant of the early reporting by the popular media on the crowd-driven squeeze on heavily shorted shares like GameStop is worthy of commentary. Platinum’s Kerr Neilson obliges with his thoughts on the matter.
Read MoreThe Coronavirus crisis had a significant impact on the level of Australian interest in financial advice and superannuation in 2020 with an 18% increase in online search interest about financial advice and more than 140,000 mentions of superannuation on Twitter.
Read MoreThe Listed Investment Company (LIC) and Listed Investment Trust (LIT) sector closed out 2020 with a sector market capitalisation of $52.8 billion, a reduction of just 0.6% over the 12 months.
Read MoreThe nascent market rotation from growth to value signals an emerging trend which may see valuations adjust significantly in 2021, according to investment managers at Maple-Brown Abbott.
Read MoreAnton Tagliaferro and Phillip Gray from Investors Mutual follow up their earlier article with some further insights into whether or not fundamentals still matter.
Read MoreBy factoring future good news into today’s prices, valuations in some segments are becoming stretched thereby reducing upside when events actually transpire, argues Schroders’ Mihkel Kase.
Read MoreWhen it comes to what the likely agenda of the new administration of U.S. President Joe Biden will be in the first 100 days, the most relevant question may be this: Of all the things the administration wants to accomplish, which ones will it actually be able to deliver on?
Read MoreAMP Capital’s Dr Shane Oliver breaks down markets across the spectrum and around the globe in his weekly Insights column.
Read MoreThe world will be a different place when we are no longer required to don masks and understanding how will be key to successful long-term investing, says Bill Adams from MFS.
Read MoreThe last year has been characterised by gloomy headlines but a counter-intuitively buoyant stock market. Even experienced investors who understand that this is how markets work are starting to call time on the remarkable rally since last spring.
Read More2020 has reminded investors of the need to remain vigilant in an environment of insurmountable data. Global uncertainties, tensions and sentiment can be hard to navigate on a day-to-day basis when this media is so readily accessible. The requirement remains however, the ability to discern what is materially relevant from those data points that are unseeingly obsolete. This landscape has seen the introduction of many active and smart beta style ETFs, which attempt to leverage an Investment Manager’s expertise or benefit from a foreseeable growth trend. December saw the launch of three new ETFs from Magellan Asset Management. Delivered at a low cost of 0.50% p.a., the funds provide a unique combination of active portfolio construction and systematic portfolio management (continued in report). The quasi style products may represent a looming convergence of the two with price competition. With passive funds required to indiscriminately buy as the market moves up and sell on the trajectory down, this combination may provide an expert assessment of investments with alpha generation and tailored cost minimisation.
Read MoreWhilst interest rates are at record lows and are likely to remain there for several years, should you be taking advantage of the current market environment by investing in property or investing in the sharemarket?
Read MoreThe global property securities team at First Sentier Investors share their macro outlook for the sector in 2021.
Read MoreAs part of the inaugural edition of ‘The Disruptive Strategist’, an in-depth and thoughtful assessment of the investment universe, GAM Investments’ Mark Hawtin and the disruptive growth team considered disruptive trends for 2021 and beyond.
Read MoreRandal Jenneke, portfolio manager and head of Australian equities with T. Rowe Price, provides some insights into how he saw the fourth quarter of 2020 and where his fund is positioning itself for the year ahead.
Read MoreMarkets held steady in December as investors responded favourably to positive vaccine news and a foreseeable end to the US election hysteria. However, we’re not out of the woods yet, suggests Sebastian Mullins from Schroders.
Read More2020 will always be remembered as the year of COVID-19 and lockdowns: a rollercoaster ride for anyone monitoring their investments, a nightmare scenario for anyone relying on dividend income.
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