Banking Sector Taking Steps in the Right Direction
JH’s John Jordan explains why the recent banking sector upheaval in Europe and the U.S. is likely to result in a market where the stronger, better capitalised banks get even stronger.
Read MoreJH’s John Jordan explains why the recent banking sector upheaval in Europe and the U.S. is likely to result in a market where the stronger, better capitalised banks get even stronger.
Read MorePengana Capital’s Tim Richardson believes that Australian investors can now gain exposure to high-growth trends via top-quality global businesses at attractive price levels.
Read MoreDr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses five charts focusing on critical aspects of investing that are insightful in times of market stress.
Read MoreQuality is a frequently used term in investing, but from Magellan’s experience definition really does matter. Why? Because – as PM Elisa Di Marco explains – not all company fundamentals are the same.
Read MoreFears of broader financial sector breakdown look to have abated, but that doesn’t mean the demise of Silicon Valley Bank won’t have serious implications for markets around the world.
Read MorePerpetual Asset Management Australia’s Head of Equities Vince Pezzullo offers a top-down overview of how the recent reporting season played out for the local equity market.
Read MorePaul O’Connor, Head of JH’s UK-based Multi-Asset Team, considers recent uncertainty in the US and European banking sectors in the context of a broader late-cycle environment.
Read MoreThe increasing debt burden, combined with a slow economy and elevated inflation, make for an uncertain outlook that should be supportive of gold prices in 2023 and longer term.
Read MoreGAM’S Global Head of Investments David Dowsett believes investor engagement with non-US assets could come to the fore this year as part of a long-term structural shift.
Read MoreSam Twidale, PM for the DNR Capital Australian Emerging Companies Fund, gives his insights into where the opportunities lie post the reporting season for the Australian small cap sector.
Read MoreScott Kelly, Portfolio Manager for the DNR Capital Australian Equities Income Portfolio and Fund, provides his insights into the reporting season takeaways for the Big 4 Banks.
Read MoreDr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses how US regional bank failures have joined inflation, interest rates and recession risk as concerns for markets.
Read MoreThe recent release of the Credit Suisse Global Investment Returns Yearbook set Fidelity’s Tom Stevenson thinking about his kids’ generation and what the investment future looks like for them.
Read More42% of the global population could not afford a healthy diet in 2020, yet we are still seeing record levels of waste, with 14% of food produced globally lost between harvest and retail.
Read MoreJanus Henderson Portfolio Manager Richard Clode discusses the collapse this week of SVB and unpicks some of the more likely implications for the technology sector.
Read More12 months on from the market consolidation of BHP and funds that track the largest Australian companies may not be delivering the diversification objective investors target.
Read MoreKevin Bertoli from PM Capital takes a closer look at Imdex, a mining-technology company focussed on achieving higher margins, production innovation and acquisitions.
Read MoreThe likelihood of recession has moderated but remains a possibility. Perpetual’s Michael O’Dea looks at three possible scenarios and their implications for portfolio construction.
Read MoreA stall in national house price declines while interest rates keep climbing has sparked yet another national debate on whether or not the Australian residential market has bottomed.
Read MoreAlphinity Investment Management’s Trent Masters recaps the key events that affected global markets in early 2023 and discusses the implications of AI such as ChatGPT on companies.
Read MoreMarket forecasting is a difficult and often thankless task – especially, as Fidelity’s Tom Stevenson points out, in the sort of rollercoaster ride the first two months of 2023 have been.
Read MoreCyber Security emerged as the pivotal ESG theme in the 2022 Perennial Better Future Survey, while greenhouse gas emissions and diversity still command strong corporate attention.
Read MoreThe RBA increased the cash rate by another 0.25%, but its commentary was far less hawkish – here are eight reasons AMP’s Dr Shane Oliver thinks the RBA should now pause.
Read MoreSwetha Ramachandran, Manager of GAM Investments’ luxury brands equity strategy, outlines eight reasons why she believes luxury investing has a long runway for growth.
Read MoreGlobal X provides some recent updates from around the world on nuclear power, a key technology in the global transition from fossil-fuels to net-zero carbon emissions by 2050.
Read MorePerennial’s Karen Chan explains why her firm holds the view that 2023 will be a great year for investors who can find trusted managers who demonstrate a ‘through the cycle’ playbook.
Read MoreAlex Cousley explains why, despite expecting a significant slowing in the local economy throughout 2023, Russell Investments does not believe it will lead to a recession in Australia.
Read MorePlatinum’s Alex Barbi and Jimmy Su share their insights on finding opportunities in the tech sector, which suffered a significant setback in 2022 after two years of bubble-like valuations.
Read More4D Infrastructure’s Trip Insights series continues as Global Portfolio Manager Sarah Shaw shares experiences from her recent visit to Mexico and North America in January 2023.
Read MoreAMP Head of Investment Strategy & Chief Economist Dr Shane Oliver discusses the lessons from the high inflation experience of the 1970s and its aftermath in terms of today’s inflation problems.
Read MoreAndrew Pease from Russell Investments looks at the Russia-Ukraine situation one year on – including the role of geopolitical relations in the outcome and some investment implications.
Read MoreOne year on from Russia’s illegal and tragic invasion of Ukraine, Schroders’ Valentina Romeo examines five charts which show how the resulting energy crisis has affected Europe.
Read MorePlato’s Dr David Allen explains why the idea that a fund manager must hold a concentrated portfolio to significantly outperform the benchmark is an enduring investing legend.
Read MoreJH’s Portfolio Construction & Strategy team explain why investors should consider a dedicated allocation to healthcare, which has historically captured less downside during sell-offs.
Read MoreWith a number of big themes starting to rotate back into a growth phase, Global X looks at some of the most impactful narratives and promising thematics emerging across the globe.
Read MoreVanEck’s Arian Neiron takes a detailed look at an underappreciated bank issue that is garnering investor interest in the current market environment – subordinated debt.
Read MoreWhile Kardinia Capital has been bearish equity markets since early 2022, now a number of catalysts have emerged which could potentially turn market sentiment to bullish.
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