Quality growth stocks continue to deliver for Australian small cap investors

From

As investors focus on the prospect of a strong recovery from the coronavirus pandemic combined with significant pent-up demand and rebound of the global economy over coming quarters, the DNR Capital... Read more continue reading

To capitalise on the global economic recovery, look to emerging markets

From

As the global economy returns to growth, investors looking to catch the growth wave should be looking to emerging markets, says Martin Currie, the active equity specialist investment manager of... Read more continue reading

EM investment key to sustainability goals

From

While impact investing has evolved to become a mainstay for global investors, more work is required by corporates and governments of emerging markets (EM) if these jurisdictions are to counter... Read more continue reading

Inflation “day of reckoning” still some way off

From

Markets and commentators alike are fixated on inflation, as signs suggest it is coming and will be anything but transitory. Meanwhile, most central banks – including the Reserve Bank of... Read more continue reading

Long/short investing – a strategy to capture equity market exuberance

From

What is a long/short strategy? A long/short equity strategy is designed to take advantage of the upside of markets, while minimising potential downside risks. The strategy seeks to profit from... Read more continue reading

Green shoots emerge for dividends

From

Dividends have recovered a third of what they were pre-COVID-19, but as the economy bounces-back, these should return to prior levels, making income generation from equity income funds look attractive... Read more continue reading

Real assets and rent generation key for REIT returns

From

There continues to be exceptionally high quality opportunities in Australian real estate investment trusts (AREITs) which can deliver attractive and sustainable yield for investors, says Grant Berry, portfolio manager at... Read more continue reading

Australian equities remain appealing and deliver outstanding returns

From

Boutique Australian equity specialist Datt Capital has recorded outstanding results for its Absolute Return Fund. The Fund has achieved a 12-month rolling return of +63.01% vs a return of +37.47% for the... Read more continue reading

Active management essential in changing economy

From

Conditions remain ideal for active equities management as the economy changes, according to a table-topping equities manager, who says ‘choppy’ conditions and increased corporate activity is creating good buying opportunities.... Read more continue reading

The fund manager 2.0 needs to know more than maximising alpha

From

To be successful in the changing asset management environment, fund managers need to continuously reinvent themselves. In the past, they had to deal with globalization and quantification, and are currently... Read more continue reading