Australia: Back to boom times?
The future for commodities may look bright. Tom Shelmerdine, Investment Analyst with T. Rowe Price explains why.
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The Bond Crash of 2021? Seven Things for Investors to Consider
AMP 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 MoreWill the Energy Sector Evolve or Devolve?
AllianceBernstein 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 MoreThere’s Much More to Tech Investing than the US Market
Although 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 MoreGlobal Dividends Cut, but Not As Much As Feared
Despite Australia’s exceptional success in controlling the pandemic, dividend cuts were most severe in the UK, Europe and Australia.
Read MoreSemis: We’re Halfway There?
Douglas Isles from Platinum Asset Management breaks down the state of the semiconductor sector in the wake of the COVID pandemic.
Read MoreWhat Drives Relative Australian vs. Global Equity Performance?
A 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 LIC Weekly: WAM Global Options Issue
Bell Potter analyst Hayden Nicholson updates developments in the LIC market. WAM Global Options Issue.
Read More8 Lessons from 12 Remarkable Months
Fidelity International’s Tom Stevenson has a look back at 2020 and finds some lessons to be learnt from the remarkable year just passed.
Read MoreValue versus Growth
Over 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?
Read MoreWhen 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 MoreResources in 2021: A year of transformation
Daniel 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 MoreHow to Play Renewables through Commodities
There is a direct link between renewables and commodities that can be taken advantage of in the markets, writes Alphinity’s Elfreda Jonker.
Read MorePublic Policy Among Many Tailwinds for Infrastructure
Many 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 MorePolicing the Platforms
Questions 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 MoreNine Common Mistakes Investors Make
In 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 MorePurely Active Strategies Are Not the Only Way to Add Value
Stephen 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 MoreRobotics and A.I.: Defeating COVID-19
Alex Cook from BetaShares examines the role robotics and A.I. have played not only in developing a vaccine but also in its distribution.
Read MoreGreenwashing and Tips to Identify Suitable ESG Products
There 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 MoreGermany Seems Poised to Only Ever Do the Minimum to Support the Euro
Public disgruntlement stops Berlin cementing a currency union that helps make the country an export dynamo, writes Magellan’s Michael Collins.
Read MoreRecovering Foundations for Infrastructure
Demand for digital infrastructure and recent commitments from governments around the world have once again piqued investor interest for infrastructure.
Read MoreBell Potter LIC Weekly: Attractive Global Growth Opportunities
Bell Potter analyst Hayden Nicholson updates developments in the LIC market. Attractive Global Growth Opportunities. WCM Global Growth (WQG). Thorney Re-Introduces Buy-Back.
Read MoreRecession Indicators: Jobless Claims a Key Labour Barometer
The weak US December jobs report tells a somewhat more optimistic story than the headline figures suggest. ClearBridge Investments’ Jeff Schultze explains why.
Read MoreMarket Trends: February 2021
David Bassanese from BetaShares runs through his thoughts on how the various markets look likely to play out this month.
Read MoreBeating Them at Their Own GameStop
Fidelity 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 More3 Ways to ‘Stay Invested’ in 2021
Are 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 MoreAustralian Economic View – February 2021
Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
Read MoreIncorporating ESG Analysis in Infrastructure Investing
Leveraging 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 MoreFinding that Needle of Income in the Haystack of Low Rates
Phil Strano, Portfolio Manager of the Yarra Absolute Credit Fund, believes Australian credit offers an array of interesting income opportunities.
Read MoreMulti-Asset Perspectives: Shift Happens
Paul 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 MoreA Tighter Relationship between US and Australian Equities?
Given 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 MoreGlobal Equity Update: Balance is the key
Beneath 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 New World of Risk – GameStop and Cryptos
The 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 MoreInterest in Financial Advice and Super Surged in 2020
The 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 MoreDemand for LICs Holds Steady as Sector Moves into 98th Year
The 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 MoreValue and Listed Infrastructure Looking Attractive in 2021
The 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 MoreDo Fundamentals Matter? (Part 2)
Anton Tagliaferro and Phillip Gray from Investors Mutual follow up their earlier article with some further insights into whether or not fundamentals still matter.
Read MoreMarkets Pre-empt Economic Recovery
By 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.
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