An Update on Green Hydrogen
4D Infrastructure revisits the growing excitement around hydrogen as a decarbonisation tool to see if the hype has died down or is progressing as a key element in the path towards net zero.
Read MoreFunds
Income Is in: Time to double down on dividends
IML’s Michael O’Neill explains why, with capital growth likely to be lower in the medium-long term, he believes it’s the right time to place greater focus on income.
Read MoreResources Ready to Be Recharged
The JH Global Natural Resources Team discusses the outlook for 2023 and beyond and why, despite inflation, the long-term investment case for resources remains strong.
Read MoreDecarbonisation and the Energy Transition
Perennial Partners PM and Resources Analyst Sam Berridge discusses price caps on coal and gas, the energy transition, and decarbonisation opportunities for 2023.
Read MoreReview ’22 / Outlook ’23: Expect a rough ride, but better returns
In the final Insights column we’ll be running for the year, AMP’s Dr Shane Oliver rules a line on 2022 and suggest some likely trends he’s expecting for 2023.
Read MoreWhy ‘Nature Positive’ Will Be as Big as ‘Net Zero’
The world has lost almost 70 per cent of its wildlife population since 1970; how much we can preserve of the rest may depend on the COP15 summit, currently underway.
Read MoreThe Yield Curve, Recessions and Soft Landings
One of the accepted truisms in modern finance is that a lot of information can be derived from the yield curve – Quay Global explains why and what it’s telling us now.
Read MoreOpportunities & Risks for High Conviction Investors
DNR Capital CIO / PM Jamie Nicol discusses the opportunities and risks in the current market for high conviction investors and why CSL and ALS have caught his eye.
Read MoreAmazing Strength
The Australian equity market continues to power on with earnings strength driving performance, but Schroders suspects much of this strength will prove ephemeral.
Read MoreWhy Small Data Is the New Big Data
GAM’s Chris Longworth and Silvia Stanescu discuss the prevalence of small data problems in finance, as well as some of the approaches that can be applied to address them.
Read MoreThe 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 MoreFrom Defence to Offence
With 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 MoreA Bear Market in Everything Is a Reset
Schroders believes improved valuations will allow a greater opportunity to achieve their return objectives via increased expected returns across most asset classes.
Read MoreA Forgotten Asset Class: The case for cash
Shares, 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 Trip Insights: United States
4D’s Peter Aquilina describes his travels through southern USA, meeting management teams of oil and gas pipeline, regulated utilities and renewables companies.
Read MoreAussie Small Cap Outlook and Opportunities
Sam 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: The portfolio standard
Gold 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 MoreAre We There Yet? It’s Looking More Likely
With 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 MoreMarkets Could Be Poised to Bounce – What Next?
If, 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 MoreFranking Reform Update
DNR Capital Portfolio Manager Scott Kelly provides his insights on the franking reform proposed changes and the potential impacts on income-seeking investors.
Read MoreOutlook 2023: An investor’s guide to the year ahead
In their annual Investment Outlook, Fidelity International’s asset class experts offer comprehensive consideration on how to navigate the various markets in 2023.
Read MoreLook Beyond Home Base to Find Growth
Dev 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 Discusses QAN, Energy and the EV Thematic
Katana Asset Management Portfolio Manager Romano Sala Tenna discusses a number of thematics, including airlines, consumer spending and EV commodities.
Read MoreThe Convention on Biological Diversity
Those 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 MoreThe Powerful Potential of Uranium
Despite expected growth in nuclear power, and a correlative increase in uranium demand, gaining exposure to this commodity sometimes proves difficult.
Read MoreHealthcare Stocks Show Signs of Strength
Andy 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 MoreWhere on Green Earth Do We Store All This Wind and Solar Power?
In 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 MoreUnlocking the Industrial Internet of Things
GAM 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 Minutes Series 5: The challenges facing consumer brands
Magellan’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 MoreFive Medium-Term Inflation Pressures and Implications for Investors
AMP’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 MoreSlowing Economic Growth and Three Sectors Set to Benefit
What 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 MoreCOP27 – 10 Key Takeaways for Investors
JH’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 MoreWhy the Cloud Investment Opportunity Will Outlast an Economic Downturn
Magellan’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 MoreBoom, Bust and Disruption in the Furniture Industry
Platinum’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 MoreThree Resilient Stocks with Pricing Power
Perpetual’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 MoreWhat is America Reflecting on this Thanksgiving?
Fidelity’s Tom Stevenson reminisces on a Thanksgiving to forget and ruminates over the ambivalent blessings of 2022, a similarly forgettable year for investors.
Read MoreLearnings from California
GAM 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 MoreWhat to Expect From Divided Government
Libby 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.
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