The Forecasters Were Right
As we look ahead to 2023, JH’s Aneet Chachra considers the historical value of forecasts and questions whether investors can use them to help guide investment decisions.
Read MoreAs we look ahead to 2023, JH’s Aneet Chachra considers the historical value of forecasts and questions whether investors can use them to help guide investment decisions.
Read MoreWith early signs that inflation is peaking and central banks likely to slow monetary tightening, Schroders are looking to take advantage of the improved outlook for fixed income.
Read MoreSchroders believes improved valuations will allow a greater opportunity to achieve their return objectives via increased expected returns across most asset classes.
Read MoreShares, bonds, and alternative asset classes tend to dominate media attention and headlines, but there’s a forgotten asset class that underpins most investors’ portfolios: cash.
Read More4D’s Peter Aquilina describes his travels through southern USA, meeting management teams of oil and gas pipeline, regulated utilities and renewables companies.
Read MoreSam Twidale, PM for the DNR Capital Australian Emerging Companies Fund gives his thoughts on the outlook and opportunities for the local Small Cap sector.
Read MoreGold has been used to store and grow wealth for centuries, gave rise to the concept of currency and its popularity continues among investors – in 2023 it could make a comeback.
Read MoreWith signs of inflation and the pace of central bank tightening both moderating, Schroders are shifting their portfolio to benefit from a more favourable outlook.
Read MoreIf, contrary to consensus, you’re optimistic we are at or near the bottom for shares, Fidelity has some thoughts about which assets might do best in the recovery that follows.
Read MoreDNR Capital Portfolio Manager Scott Kelly provides his insights on the franking reform proposed changes and the potential impacts on income-seeking investors.
Read MoreIn their annual Investment Outlook, Fidelity International’s asset class experts offer comprehensive consideration on how to navigate the various markets in 2023.
Read MoreDev Chakrabarti from AB explains why investors should look beyond country-specific macroeconomic conditions to find the most promising sources of long-term growth.
Read MoreKatana Asset Management Portfolio Manager Romano Sala Tenna discusses a number of thematics, including airlines, consumer spending and EV commodities.
Read MoreThose in the know call it “The Biodiversity Cop” – but what is the Convention on Biological Diversity and why is it important in an investment context?
Read MoreDespite expected growth in nuclear power, and a correlative increase in uranium demand, gaining exposure to this commodity sometimes proves difficult.
Read MoreAndy Acker from JH says healthcare’s defensive qualities could help the sector outperform the broader equity market, while biotech could offer pockets of growth.
Read MoreIn a global energy transition characterised thus far by imperfect solutions and uneven progress, the market for one critical piece of the puzzle is about to blow up.
Read MoreGAM Investments’ Kevin Kruczynski considers the increasingly important role 5G networks will play in the Industry 4.0 ecosystem, as well as the potential beneficiaries from these developments.
Read MoreMagellan’s Hannah Dickinson discusses how, while it has held up relatively well over the past 6 months, there are signs of both strength and weakness ahead for the consumer sector.
Read MoreAMP’s Dr Shane Oliver discusses the surge in inflation and why he thinks it will constrain medium term investment returns compared to the pre pandemic years.
Read MoreWhat a year 2022 has been – as the year draws to a close and fears of a global recession continue to climb, many are wondering what 2023 might have in store.
Read MoreJH’s Adrienn Sarandi highlights 10 takeaways and her thoughts around the key issues that were front of mind for those on the ground at the COP27 climate talks.
Read MoreMagellan’s Adrian Lu explains why the global shift to cloud computing is a seismic and transformational trend that his firm has been backing for several years now.
Read MorePlatinum’s James Halse and Tom Tao explore some of the dynamics currently at play in the US furniture market and discuss an interesting business model in more detail.
Read MorePerpetual’s team of analysts name three resilient stocks they think will likely withstand changes in the market environment such as recession or prolonged inflation.
Read MoreFidelity’s Tom Stevenson reminisces on a Thanksgiving to forget and ruminates over the ambivalent blessings of 2022, a similarly forgettable year for investors.
Read MoreGAM Investments’ David Goodman and Pieran Maru report on their recent travels to California, and what they saw at the 2022 Goldman Sachs Communicopia and Technology Conference.
Read MoreLibby Cantrill from PIMCO’s US Portfolio Management team explains why a split U.S. Congress in 2023 will likely limit fiscal policy, but could be positive for equity markets.
Read MoreMagellan’s David Costello discusses decarbonisation – a topical theme in markets right now with plenty of excitement around the scope of the investment opportunities ahead.
Read MoreGlobal X Australia seeks to shed some light on copper – the demand for which has tripled over the past 50 years – by answering six questions it sees as key.
Read MoreAgFood Executive Chairman Paul Jensz sits down with FNN’s Lauren Hayes to discuss the ongoing relationship between agriculture and technology.
Read MoreTrying to time the market can be a stressful exercise that even the experts find difficult – investing regular amounts every month helps take the guesswork out of it.
Read MoreAlphinity IM Global Portfolio Manager Trent Masters shares his thoughts regarding FAANG stocks and the decline in share prices of leading tech companies.
Read MoreAs a long-time card-carrying member of the economics fraternity, Yarra Capital’s Tim Toohey doesn’t make this statement lightly: Economists are idiots.
Read MorePlatinum Portfolio Manager Jamie Halse talks through why he believes Japanese equities are a very interesting investment opportunity, along with some thematics.
Read MoreThe sell-off in 2022 has been both profound and near-universal. GAM Investments’ Julian Howard considers whether there is now intrinsic value in key markets.
Read MoreThe ride for shares may still remain choppy & new lows can’t be ruled out, but AMP’s Shane Oliver explains why he believes there is a fairly good chance we’ve seen the bottom.
Read MoreCEO and Co-CIO Andrew Clifford provides a timely reminder of Platinum’s investment approach as well as his thoughts on markets, performance and portfolio positioning.
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