Funds
The Big Skew
Arian Neiron and Brad Livingstone-Foggo from VanEck explain why they believe that, in any recovery, the statistical term “skew” is worth knowing.
Read MoreFavouring Fundamentals over Narratives
For Perpetual Deputy Head of Equities Anthony Aboud, the past quarter has been characterised by the market starting to again favour fundamentals over narratives.
Read More3 Companies IML Is Backing Whichever Way the Wind Blows
In times like this, with heightened volatility and uncertainty, IML’s Bruce Du suggests three quality companies better placed to ride out the rough weather.
Read MoreCapital Preservation, ‘Solved’ (For Now)
GAM’s Julian Howard explores how ever-higher short-dated yields may offer a profound, though temporary, way to ‘smooth’ volatility to meet future liabilities.
Read MoreIs Now a Good Time to Invest in Japanese Shares?
Pengana’s Tim Richardson believes there is an opportunity to boost long-term returns through selective exposure to high-quality, well-aligned Japanese companies.
Read MoreJapan: Sustainability and digitalisation
Aaron Scully from JH reports back after the trip he took to Japan to learn more about the companies that operate there as well as its economic and political climate.
Read MoreLooking Back on a Big Week for Tech Stocks
Fidelity’s Tom Stevenson reports that just five tech stocks have accounted for two thirds of the S&P’s 8% rise this year, a much bigger proportion than the capitalisation they represent.
Read MoreUnlocking the Investment Potential of “S” in ESG
Social issues are perhaps the least understood by investors with an ESG focus. But the risks and opportunities they represent are growing, and investors need a way to step up to the challenge.
Read MoreOpportunities in Decarbonisation Disruption
Benedict Buckley explains why ClearBridge has been investing in companies enabling the decarbonisation transition and engaging with them to help them thrive and create value over the long term.
Read MoreTechnology Bringing Autonomous Driving Closer
JH’s Global Technology Leaders Team discuss why, despite signs of progress, a pragmatic approach towards investing in the autonomous driving space is warranted.
Read MoreTen Years on from the Rana Plaza Disaster
Måns Carlsson, Head of ESG at Ausbil Investment Management, discusses his recent visit to Bangladesh and changes made since the Rana Plaza building collapse in 2013.
Read MoreMagellan April 2023 Infrastructure Strategy Update
Magellan’s Gerald Stack looks at how the infrastructure sectors have fared the past quarter amid concerns about high inflation and provides an update on the portfolio and how it is positioned.
Read MoreTech Talk: Financial system wobbles but tech goes up
Alphinity IM’s Trent Masters recaps the month of March in markets, reflecting on the rise of Crypto-focused Signature bank and the unexpected acquisition of Credit Swisse by UBS.
Read MoreAI Innovation to Generate New Age of Opportunity
As generative AI matures, Global X expects cloud computing, cybersecurity, and digital media to receive strong boosts, allowing leading platforms in these arenas to solidify their positioning.
Read MoreAirlie FM April 2023 Quarterly Update
Airlie FM’s Emma Fisher provides her views on the current market environment and discusses her recent trip to Europe where she visited the HQs of key holdings CSL and QBE Insurance.
Read MoreMagellan April 2023 Global Strategy Update
Magellan’s Global Portfolio Managers Nikki Thomas and Arvid Streimann discuss the unfolding interest rate cycle and the effect it’s having on market sentiment and company valuations.
Read MoreCommercial Real Estate Concerns – Are they Justified?
Pengana Capital explains how the recent U.S. banking market volatility has led to concerns around the cost and availability of credit for commercial real estate in Australia.
Read MoreAirlie Puts QBE under the Microscope
With quality management and a strong cycle leading a business turnaround, Joe Wright from Airlie FM explains why he believes insurance major QBE still looks attractive.
Read MoreDefensive Strategies for the Downturn
Paul O’Connor, Head of JH’s Multi-Asset Team, considers the arguments for defensive asset allocation as interest rate hikes work through the financial system.
Read MoreIs Now the Moment to Get Back into Emerging Markets?
Six months ago, one might have laughed at the suggestion of investing in Emerging Markets. Fidelity’s Tom Stevenson explains why this is no longer the case.
Read MoreThe Game is On
Video games can be lucrative – as Alice Shen reports, so far in 2023 the companies that make up VanEck Video Gaming and Esports ETF (ESPO) have had a winning start.
Read MoreIs there Upside in Downer?
Simon Mawhinney from Allan Gray looks at Downer EDI and why being out-of-favour is often an important prerequisite for AG to buy companies at prices lower than their intrinsic value.
Read MoreCarbon Down, Harden Up
Andrew Greenup and Sophie Smith from First Sentier report on their recent US trip where they met with over 70 infrastructure management teams as well as attending three conferences.
Read MoreGold Responds in March
The performance of gold and gold stocks in the current chaotic environment reaffirmed VanEck’s belief in its role as a safe haven investment and legitimate form of portfolio insurance.
Read MoreNavigating the Polycrisis, Part II
Fidelity International Chief Investment Officer Andrew McCaffery lays out the company’s Q2 2023 Outlook and highlights three key themes they expect will dominate this quarter.
Read MoreA Haven from Developed Markets Financial Follies
While not immune to the present turmoil, it seems a good number of emerging markets – unlike developed markets’ central banks – have learned the lessons of the past.
Read MoreDividend Investing: Broader is better for multi-asset strategies
AB believes dividend-income strategies can be effective across multiple environments, provided that they’re designed to tap into a wider opportunity set beyond traditional dividend payers alone.
Read MoreBitcoin Mining Set To Turn Greener
Adopting renewable energy sources into the Bitcoin mining process is a trend that is likely to accelerate, eventually resulting in a decrease in the network’s carbon footprint.
Read MoreThe Trouble with Interest Rates
GAM Investments’ Julian Howard explores how, undeterred by the transatlantic banking crisis, policymakers’ focus on inflation and rates will hamper short-term market progress.
Read MoreBad Policy and Unintended Consequences
Rob Almeida from MFS Investment Management expects the stress caused by the unwinding of years of bad monetary policy will create significant alpha opportunities.
Read MoreQuébec Setting the Pace for Electrification
Tal Lomnitzer from Janus Henderson Investors explains why Québec has all the right elements to supply the critical and strategic materials for electrification and decarbonisation.
Read MoreMagellan March 2023 Financial Sector Update
Magellan AM Portfolio Manager Alan Pullen provides a timely update on the financials sector in light of the recent volatility we’ve seen with banks in the US and Europe.
Read MoreBanks, Balance Sheets and Bailouts
For listed real estate, the fear across markets during March was so palpable one could almost cut it like a knife. Quay Global Investors looks at what the numbers are telling them.
Read MoreSix Thematic Investing Ideas From AI to EVs
In this month’s Next Big Theme, Global X has read between the lines of all things AI as well as exploring healthcare accessibility, electric vehicle adoption in the US and cybersecurity.
Read MoreExceeding Expectations in the Middle East
Daphne Poon from JH highlights what impressed her most on a recent trip to the Middle East as the region undergoes a significant economic and social transformation.
Read MoreIs the Money Safe?
Eric Ristuben explains why Russell Investments believe regulators have made the necessary moves to keep issues in the global banking system idiosyncratic, rather than systemic.
Read MoreProductivity: The antidote to an inflationary era
Ashwin Alankar from Janus Henderson explains how adopting productivity-enhancing innovations can help corporations defend margins and earnings in an era of higher inflation.
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