Will Australian Housing Drag Us into a Recession?
Alex 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.
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A Reality Check for Tech?
Platinum’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 Trip Insights: Americas
4D 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 MoreNine Key Lessons for Today from the 1970s, 80s and 90s
AMP 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 MoreRussia-Ukraine One Year on: Contained but not over
Andrew 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 MoreIs Europe’s Energy Crisis Over?
One 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 MorePortfolio Concentration: Time to question conventional wisdom?
Plato’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 MoreHealthcare: Boosting your defences?
JH’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 MoreSix Investment Trends With Great Growth Potential
With 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 MoreBank on Australian Bank Capital
VanEck’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 MoreCould the Year Ahead Defy the Fed?
While 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.
Read MoreGood 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 MoreAI Chatbots Rewrite Code for Technology Sector’s Future
ChatGPT 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 MoreInvesting for Today, Not the Good Old Days
George 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 MoreSeven Key Charts for Investors to Keep an Eye on
AMP’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 MoreImpressive Opportunities Abound Across Asia
Platinum 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 MoreESG in the Political Spotlight
ClearBridge 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 MoreActivating Equity Portfolios for Higher Rates and Inflation
AB 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 MoreChina: The dragon fires up
The 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 MoreDoes Size Still Matter in 2023?
Pengana’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 Return of Yield
The 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 MoreWill Investors Follow Central Banks into Gold?
Despite 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 MoreBattery Tech Powers Demand for Lithium
Global 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 MoreThe Opportunities in Energy Transition
After 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 MoreWhere Did All the Growth Go?
GAM Investments’ Julian Howard explores the modern investing landscape and considers how investors can prepare their portfolios for an extended epoch of stagnation.
Read MoreChile: Supplying the metals for decarbonisation
A 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 MoreManaging Australian Banks in Portfolios
VanEck’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 MoreIt Is Terribly Simple
Strength 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 MoreNine Common Crypto Questions Answered
On 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 MoreHas the Market Seen Something the Rest of Us Haven’t?
Fidelity’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 More10 Charts for Optimism in 2023
As 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 MoreImproving Value in Fixed Income
Mihkel 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 MoreThe Safeguard Mechanism – What’s All the Fuss About?
Alphinity 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 MoreSharemarkets Show Surprising Confidence in Central Bankers
The 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 More10 Critical Metals of Clean Energy
Global 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 RBA Hikes Rates by Another 0.25% – Are we there Yet?
The 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 MoreFixed Income is Attractive, but Beware of “Fake” Yield
The 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 MoreWelcome to Soft Landing Island
After 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 MoreThoughts and Observations from Japan
GAM’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 MoreDiscount Retailers Taking Market Share
Joshua 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.
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