Value’s Resurgence: Flash in the pan or here to stay?
With 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.
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Multi-Asset 2023 – Inching Back to Normalization
With 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 MoreWhat Can We Expect for Commodities in 2023?
Daniel 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 MoreRebuilding 60/40 Portfolios with Smarter Alternatives
A 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 More7 Reasons Oz Shares Will Likely Outperform Global in the Medium Term
Dr 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 MoreBattleground ESG Issues for 2023
Dr 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 MoreSix Top Investment Themes for 2023
With 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 MoreThe Great Comeback of Chinese Equities
Wendy 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 MoreFixed income in 2023: Is a renaissance coming?
It 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 MoreSportswear: Fashionable On and Off the Field
In 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 MoreFour “Flavours” of Value for Equity Investors
Value 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 MoreMagellan January 2023 Infrastructure Strategy Update
Magellan’s Gerald Stack examines the challenges that the Infrastructure portfolio faced in 2022 and describes how the portfolio is positioned heading into 2023.
Read MoreBeyond the Benchmark
Many market indices, including some of the major ones, were not initially designed for investment purposes, but rather to provide an update or a health check of the market.
Read MoreThe Charts that Show How the World Has Changed in the Past 12 Months
2022 was, to say the very least, a watershed year for markets – here, with the help of Schroders Head of Strategic Research Duncan Lamont, are the charts that tell the story.
Read MoreAI ChatGPT – The Next Great Hype Cycle?
Janus Henderson Portfolio Manager Alison Porter discusses the development of new hot-button topic ChatGPT and the implications of its release on the tech sector.
Read MoreAlphinity IM 2022 ESG Recap
Moana Nottage recaps what has been an eventful year for Alphinity Investment Management and an especially productive one for the firm’s ESG and Sustainability team.
Read MoreMagellan January 2023 Global Strategy Update
Magellan Portfolio Managers Nikki Thomas and Arvid Streimann discuss how they are viewing the current inflationary environment and how the Global Portfolio is positioned.
Read MoreThe Paradox of Emily in Paris
Claire Jervis from Pengana Capital takes a look at why most brands’ commitments to ‘Sustainable Fashion’ are as empty and vapid as the storyline of Emily in Paris.
Read MoreCycle Is Not a Dirty Word
Emma Fisher, PM of the Airlie Australian Share Fund, explains why her firm sees diversified industrial CSR, a recent addition to their portfolio, as a good cyclical play right now.
Read MoreTesla and the Icarus Paradox
GAM’s Mark Hawtin argues that Tesla fits into what’s known as The Icarus Paradox, where a company’s failure is brought about by the very elements that led to their initial success.
Read More3 Small Caps Set for Long-Term Success
Simon Conn and Marc Whittaker from IML explain why they believe that, as things currently stand, small cap industrials are well positioned for long-term investors.
Read MoreChina Ready to Roar
The Chinese COVID restrictions removal and reopening, along with the easing of the country’s tensions with our own, have created an opportunity for Australian investors.
Read MoreAirlie FM Quarterly Update
PM Emma Fisher reflects on the volatility of the past year and discusses Airlie’s investment thesis behind building products company CSR, recently added to the portfolio.
Read More4D Infrastructure 2023 Outlook
While the macroeconomic outlook for 2023 remains uncertain, some green shoots have emerged and 4D remains optimistic for infrastructure fundamentals in 2023 and beyond.
Read More2023 – A List of Lists Regarding the Macro Investment Outlook
Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, explains why he thinks 2023 is likely to remain volatile with a high risk of the 2022 lows being retested.
Read MoreMore Volatility Ahead? Buckle Up with Defensive Equities
Even if inflation and volatility remain elevated, smoother performance patterns can help investors stay invested in equities through downturns and position themselves for better long-term results.
Read MoreTech Talk: 2022 Review and Points of Interest
Alphinity Investment Management Global Portfolio Manager Trent Masters recaps the key events that affected global markets and technology in particular during 2022.
Read MoreDoes it Make Sense to Ditch the 2% Inflation Target?
Schroders looks at whether policymakers should ditch the ubiquitous 2% target and instead set their sights on higher inflation, after first achieving their existing objectives.
Read More2022 A-REITs in a Nutshell
Pengana explains why they currently favour the logistics sector and FMs based on quality and growth, along with the alternative sub-sectors for their defensive earnings.
Read MoreHawkish Fed, Sluggish Dollar, and a China Gold Bug
Recent global bullion ETF outflows have now stopped, and while a stronger catalyst is needed to prompt inflows, at least the selling pressure has abated as we enter 2023.
Read MoreBack in Bonds
With fixed income now offering good value and the cycle potentially turning in favour of bonds, Schroders are confident 2023 will look significantly different for this asset class.
Read MoreClearBridge 2023 Infrastructure Outlook
Nick Langley, Charles Hamieh and Shane Hurst from ClearBridge Investments discuss the infrastructure outlook for 2023, as well as some longer-term sector thematics.
Read MoreIt Seems the January Effect Is in Full Swing
We know that markets and the economy march to a different beat, but this has still been a surprisingly strong start to the year. Fidelity’s Tom Stevenson takes a look at why.
Read MoreHas the Peak in Official Rates Been Reached?
With increasing signs that inflation will ease in 2023, the peak in official rates for the US and Australia looks to have been priced by markets with only one or two rate hikes remaining.
Read MoreDon’t Ignore The Franking, Ignore The Hyperbole!
Income investors can’t ignore the tax-effective benefits of franking credits but, by extension of that, can ignore much of the scaremongering surrounding their future.
Read MoreIt Ain’t What You Don’t Know that Gets You into Trouble
Paying sensible prices should remain the most reliable method for investors to protect capital in a world facing ongoing adjustment from an extended period of monetary excess.
Read MoreThe Most Anticipated Recession Ever
With a deep red signal emanating from their Recession Risk Dashboard and a Fed clearly willing to tolerate economic pain in order to restore price stability, ClearBridge believes a recession is likely in 2023.
Read MoreSome Relief at Last
GAM’s Julian Howard explores how a mostly challenging 2022 started to show signs of improvement which he believes are likely to persist into the new year.
Read MoreTech Talk: Too early for “Mission Accomplished?”
Markets have posted some strong gains over the last month but have we started to see an earnings trajectory as we delve into 2023? Alphinity’s Trent Masters takes a look.
Read MoreWhat China’s Reopening Means for Markets
With recession clouds forming over the US and Europe, and slowing economic growth forecast across many parts of the world, Chinese equities could be the place to be in ‘23.
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