Hyperion takes credit for finding growth in Aussie equities

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The post-GFC credit cycle has seen a reversal of fortune for companies with low levels of gearing and organic growth, according to Australian equities fund manager, Hyperion Asset Management.   Mark... Read more continue reading

Cash love affair heading for heartbreak

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Investors’ continuing love affair with cash could be leading them towards heartbreak if they don’t diversify, says David Bryant, head of Australian Unity Investments.  “While all available research shows that... Read more continue reading

The invisible force aiding global banking regulation

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JPMorgan Chase’s recently announced trading or investment loss of US$7.5 billion (A$7.3bn) highlights how the world’s financial system ran smoothly from the 1930s to 2008 largely because commercial and investment... Read more continue reading

Oliver’s Insights: has the $A disconnected from fundamentals?

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This edition of Oliver’s Insights looks at the rebound and ongoing strength in the Australian dollar and the debate about whether the RBA should intervene directly to limit its strength.... Read more continue reading

Where are the big investors moving their money?

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Big investors in Asia and Europe are increasingly focusing on receiving regular investment income, followed by the opportunity for capital appreciation – a reversal from previous years. The growing importance... Read more continue reading

We’re baaaack! American economy shows ability to renew itself

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Cheap energy, an improving economy and attractive valuations make a compelling case for American stocks. So said Cormac Weldon, Head of US Equities for Threadneedle Investments while in a general... Read more continue reading

Outcome of the recent EU summit

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The measures taken at the summit are a significant step forward in terms of stabilising the region’s financial markets, says Standish’s Brendan Murphy. However, we are yet to see a... Read more continue reading

What will the new financial year bring?

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Today’s global uncertainties will linger into 2012-13 and beyond, says the manager of one of the country’s highly regarded Australian equity funds. In the meantime, there are still ways for... Read more continue reading

What asset class now?

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“Investors need to be careful before rushing into fixed income assets to escape equity market volatility,” cautioned Andrew Wells, Global Chief Investment Officer, Fixed Income, Investment Solutions and Real Estate... Read more continue reading

Europe’s woes are creating opportunities in the Australian market

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There are two aspects to the European debt crisis that investors need to consider, says Paul Taylor, Head of Australian Equities at Fidelity Worldwide Investment. Mr Taylor says “the first... Read more continue reading