Good News = Bad News? Bad News = Good News? Please Explain
Fidelity’s Tom Stevenson takes a look at one of the more counter-intuitive aspects of stock market investment: the topsy-turvy relationship between the news and the markets.
Read MoreFidelity’s Tom Stevenson takes a look at one of the more counter-intuitive aspects of stock market investment: the topsy-turvy relationship between the news and the markets.
Read MoreChatGPT has ignited the world’s imagination about the power of AI and we may be on the cusp of a new product cycle that breathes new life into the technology sector.
Read MoreGeorge Maris, JH’s Co-Head of Equities – Americas, and Portfolio Manager Julian McManus explain the risk of anchoring investment decisions to the low rates of the past decade.
Read MoreAMP’s Shane Oliver looks at charts on global business PMIs; US inflation; jobs; inflation expectations; earnings revisions; earnings yields versus bond yields; and the US dollar.
Read MorePlatinum PMs Kirit Hira and Cameron Robertson discuss two exciting companies they visited during recent research trips to Vietnam and South Korea – Mobile World Investment and Coway.
Read MoreClearBridge has found that integrating ESG analysis into their fundamental research process has allowed them to develop a more holistic view and improved stock selection over the long term.
Read MoreAB explain why they believe that, in a world of structurally higher inflation and interest rates, there are good reasons for equity investors to consider active portfolios for equity allocations.
Read MoreThe case for investing in China’s reopening is compelling, but it may be volatile. VanEck’s Alice Shen suggests some ways investors can access the current opportunity.
Read MorePengana’s Tim Richardson believes Australian investors could enhance their long-term risk-adjusted returns by properly diversifying their portfolios into global smaller companies.
Read MoreThe income desert is behind us – nevertheless, as Dorian Carrell and Joven Lee from Schroders explain, investors still need to navigate new income opportunities with care.
Read MoreDespite the strong monthly gains, gold equities continue to be undervalued relative to the metal and VanEck expects this to result in their continued outperformance this year.
Read MoreGlobal X expects the growth of battery technologies, particularly those in the mobility space, to continue to create compelling opportunities for lithium and the battery tech industry.
Read MoreAfter the wild ride experienced by investors in 2022, Perpetual’s Anthony Aboud sees opportunities in high-quality companies which have traditionally been classified as growth stocks.
Read MoreGAM Investments’ Julian Howard explores the modern investing landscape and considers how investors can prepare their portfolios for an extended epoch of stagnation.
Read MoreA recent research trip suggests to Janus Henderson Portfolio Manager Tal Lomnitzer that limited supply to meet rising demand should continue to underpin copper and lithium markets.
Read MoreVanEck’s Arian Neiron looks at how Australian banks are entering a period of uncertainty in the face of an economic slowdown, higher rates and a declining property market.
Read MoreStrength in the market has been driven by expansion in sectors where earnings growth is tepid and multiples high; Schroders’ Andrew Fleming suspects the early bloom shall wilt.
Read MoreOn the topic of all things crypto, Global X has compiled a few of the most common questions encountered when discussing digital assets, blockchain and related technologies.
Read MoreFidelity’s Tom Stevenson is as surprised as anyone about the market’s recent rally, and how investors seem to have turned up to the party before the invitations have even been printed.
Read MoreAs Quay Global explains, recent data suggests that inflation may have been transitory, and there’s been some positive growth across the housing, energy and job sectors.
Read MoreMihkel Kase explains why Schroders has been deploying cash and increasing its portfolio’s interest rate and credit risk via high quality credit, as inflation peaks and growth weakens.
Read MoreAlphinity IM’s Jessica Cairns looks at proposed changes to the Safeguard Mechanism and Australian Carbon Credit Units (ACCUs) that have sent the Australian ESG world into a flurry.
Read MoreThe fact that global share markets – particularly at the more cyclical and speculative end – have started 2023 in such strong fashion makes IML’s Daniel Moore more wary than excited.
Read MoreGlobal X looks forward and answers questions concerning the current supply and demand dynamics of clean metals as the world rapidly transitions towards a greener economy.
Read MoreThe AMP’s Dr Shane Oliver discusses the RBA’s rate hike and explains why, with inflationary pressures easing globally & showing signs of doing so here as well, he believes the cash rate is near the top.
Read MoreThe recent shift from yield-scarcity to abundance must be approached carefully as higher rates make the environment more difficult and add to financial stress.
Read MoreAfter a year-long journey through choppy waters, investors arrive on Soft Landing Island – permanently, or is it merely a stopover on their way to the steep cliffs of Recession Isle?
Read MoreGAM’s Kevin Kruczynski talks about his visit to Tokyo when he met with companies and attended the Japan International Machine Tool Fair, showcasing new manufacturing technologies.
Read MoreJoshua Pettman from Platinum Asset Management explains the recent work his firm has done on US retailers that has helped them understand the current opportunities in this sector.
Read MoreWith investors wondering whether value’s outperformance of the last two years can be sustained, Schroders’ Ben Arnold looks at three key questions at the heart of the debate.
Read MoreWith monetary policy expected to stay tight, investors face further deceleration in economic growth and possibly a recession in 2023, meaning the path back to normal could be bumpy.
Read MoreDaniel Sullivan from JH shares his views on commodities and the wider resources sector in the year ahead. Despite the threat of recession, he believes there are reasons for optimism.
Read MoreA portfolio of 60% growth assets and 40% defensive assets has long been a classic for investors who want a balanced mix of income and growth – but it might need a rethink.
Read MoreDr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, explains why he believes Australian shares are likely to outperform global shares over the medium term.
Read MoreDr Erin Kuo, Chief Sustainability Officer with Yarra Capital Management, details her views on the key sustainability and ESG issues companies will likely face in the year ahead.
Read MoreWith every new year, comes new developments and opportunities – so, from the Metaverse to healthcare innovation, Global X has identified six thematic trends to start off the year.
Read MoreWendy Chen from GAM Investments examines the Chinese equity market’s comeback in 2022 and considers what 2023 could hold, with a focus on China’s post Covid reopening.
Read MoreIt is premature to think it is smooth sailing ahead but as you position your investments for the year, consider reinstating fixed income as a stabilizer in your portfolio.
Read MoreIn a world of big numbers, powerful brands in global sportswear look advantaged as they pursue their goals of growth and winning greater share of global apparel spending.
Read MoreValue stocks can be found in many areas of global equity markets, but four areas in particular are catching the attention of Schroders’ Tom Biddle and Simon Adler.
Read More