DRUG – a helpful prescription?
COVID-19 and its impacts have been felt across the globe, and as we approach year’s end, promising developments in the race for a vaccine dominate the news.
Read MoreCOVID-19 and its impacts have been felt across the globe, and as we approach year’s end, promising developments in the race for a vaccine dominate the news.
Read MoreThe past year has not smiled on forecasters. Making predictions about 2021 therefore demands even more humility than usual.
Read More“The only certainty is uncertainty,” is a well-known idiom. This philosophy is especially relevant right now as the global spread of COVID-19 triggers unprecedented economic disruption and market volatility.
Read MoreDevelopments in the United States with Biden’s presidency, and the status of the COVID-19 vaccine globally, will have a key influence on markets in 2021.
Read MoreDion Hershan, Head of Australian Equities at Yarra Capital Management, looks at the opportunities that are emerging from a bleak 2020.
Read MoreIt’s time to examine emerging sub-classes of assets that could provide better income and capital growth.
Read MorePengana Capital sees its Private Equity Trust LIC (ASX: PE1) as a game-changer. This video explains why.
Read MoreAs investors continue to look for opportunities to increase their exposure to shares against a backdrop of record-making low interest rates we believe it is important to reignite a conversation about how AFIC is valued.
Read MoreGlobal dividends dropped 11% in Q3; Australian dividends among hardest hit in the world, worst in at least 11 years.
Read MoreDinesh Kuhadas from Janus Henderson highlights how the provisions put in place in the wake of the GFC, along with an unprecedented response from policy makers has built a resilient banking sector in Australia.
Read MoreRotation has taken a firm hold on the investment thinking of big global managers, according to the Bank of America/Merrill Lynch survey for November.
Read MoreMark Diamond, CEO and Managing Director of Australian biotech company Antisense Therapeutics (ASX: ANP), discusses the firm’s latest goings-on with Share Cafe’s Tim McGowen.
Read MoreA well-diversified portfolio can assist with reducing volatility and enhancing performance returns.
Read MoreAfter four days of counting, the United States have a new President-elect in Joe Biden. However, it doesn’t look like the Democrats will be able to take control of the Senate, and so the market is preparing for a gridlock scenario.
Read MoreThe Covid-19 pandemic has spurred adoption of new modes of work within businesses. Already prevalent across industries, technological advancements have been further accelerated.
Read MoreThe rhymes between today’s equity markets and the markets back in 1999 have been drawn by a number of industry pundits over recent weeks.
Read MoreCould a change of president be the precursor for change in the fortunes of emerging markets?
Read MoreInvestors looking for signs of an eventual return to normal from the coronavirus crisis have no shortage of signals to track.
Read MoreIt can take guts to voice unpopular views. Last Thursday, about 20 minutes into our team’s 9am weekly distribution meeting, I recalled someone voicing what everyone else was thinking, that “property is just on the nose right now”.
Read MoreAs markets start to look through the US elections, the longer-term focus is on the US domestic economy, regionalisation of global trade, and the resilience of emerging and Asian markets.
Read MoreGAM Investments’ Mark Hawtin foresees a move away from the very largest tech names and instead a focus on the next generation of winners.
Read MoreThe past year has seen major shifts in Australia’s property markets, but not in our attitudes to property.
Read MoreAnton Tagliaferro and Daniel Moore analyse the fundamentals of Amcor, Brambles and Orica and seek to provide an objective insight into the ‘blue sky’ being factored into Afterpay’s share price.
Read MorePhil Strano, Portfolio Manager of the Yarra Absolute Credit Strategy, details why he believes the post-pandemic recovery shaping up well for Australian credit investors.
Read MorePfizer and BioNTech have announced preliminary data from a late-stage clinical trial for their COVID-19 vaccine candidate, and the results were better than expected. Matt Peron and Andy Acker from Janus Henderson Investors explain what this means for the fight to end the pandemic and the next leg of the market cycle.
Read MoreWith Alphinity celebrating its 10th anniversary we have explored what has happened in the healthcare sector in the decade since Alphinity was first established.
Read MoreMarkets are testing the constitutions of even the most prudent investors, however now may be the time to incorporate some China A-shares exposure into portfolios.
Read MoreDNR Capital has cautioned investors not to disregard attractive dividends from Australian equities despite the COVID-19 induced battering.
Read MoreWhile the official outcome of the US election remains unknown, the odds of a Biden win and a divided government are increasingly becoming the most likely outcome. This outcome is often seen as the ‘goldilocks scenario’ for financial markets.
Read MoreWhile it remains quite possible that this election will take longer to be formally resolved than most others, financial markets will approach this probabilistically, as ever, and won’t wait for every detail to be formally verified
Read Moreby Robert Almeida, Portfolio Manager and Global Investment Strategist
Read MoreA 30% collapse, a dramatic comeback and new all-time highs; we look back at a remarkable 2020 for US shares amid a global pandemic, an economic collapse and a looming presidential election.
Read MoreWhat has happened?
Read MoreWith certain sectors at extreme valuations, managing risk is more important than ever when investing in small caps. Marc Whittaker and Phillip Gray from Investors Mutual discuss their key tenets for managing risk in the small-cap sector.
Read MoreIn this most unpredictable of years, is today the point of maximum uncertainty? As you read these words, the list of things we don’t yet have an answer to is long and daunting.
Read MoreThe global ETF industry continued its recovery in Q3 from the market turmoil earlier this year, breaking the US$7T barrier in August before retreating slightly in September as asset values fell.
Read MoreHaving just come out of reporting season, one of the main observations that stood out was the unusually high level of noise.
Read MoreIt would not be unfair to say that this has been a challenging year. Consider a global pandemic, economic devastation from the shut-down of a global economy, the deepest recession since the 1930s and record highs for the U.S. equity market. Throw in the upcoming and well documented U.S. election and the uncertainty investors are facing alongside market volatility is almost unprecedented.
Read MoreThe concept of using the home to release capital is not new; there have been variations around this concept for years. But for whatever reason none has really caught the public’s imagination. We suspect that’s about to change.
Read MoreToday, there is an undisputed infrastructure investment gap right around the world – as evidenced by the American Society of Civil Engineers (ASCE) regular reporting on the state of US infrastructure which has averaged grade D (meaning Poor, At Risk) since 1998.
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