BlackRock 2019 Asia Investment Outlook

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BlackRock investment professionals have set out their investment outlook for 2019 on the Asian equities and credit markets. The year 2019 could be this year’s mirror image when risk assets... Read more continue reading

Theresa May’s Brexit steeplechase has only just begun: an investor’s perspective

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Franklin Templeton Fixed Income Group The UK government has largely come together behind a European Union (EU) withdrawal deal UK and EU negotiators have agreed to. But UK Prime Minister... Read more continue reading

Investing for the long term – ‘future quality’ companies

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This paper discusses the belief that investing in ‘Future Quality’ companies will lead to outperformance over the long term. Drawing on academic evidence, it outlines the three fundamental concepts which... Read more continue reading

Mobile adoption curve and 5G – a unique opportunity in global listed infrastructure investment

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Communications infrastructure, a sub-segment of the infrastructure asset class, is enjoying rapid growth driven by a huge expansion in data demand. For global listed infrastructure in particular, there is a... Read more continue reading

In the AI age, active managers making smart human decisions will win

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Summary One of the pleasures of getting older is that you start to have proper grown-up conversations with your children. Recently, one of my daughters started her first job, which... Read more continue reading

Global themes in a tech driven world

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In a recent series of presentations to advisers in Australia, industry veteran Epoch’s CEO and co-CIO Bill Priest, discussed the new world order, in which bits replace atoms, tech is... Read more continue reading

The many diversification benefits of global equities

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Most investors understand the basics of diversification, or at least understand the adage ‘don’t put all your eggs in one basket.’ However, many investors don’t understand the diversification benefits that... Read more continue reading

Why following the winner might make you a loser

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One of the most common investment strategies is to back last year’s winner. All too often investors pile into the best performing asset class of the last year in the... Read more continue reading

The changing face of demographics and why economies should care

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Summary In 2011 a dramatic shift occurred throughout the developed world — working age populations began a multi-decade decline. Demographic shifts like this in an economy can have profound effects,... Read more continue reading

Equity bull run leaves many over exposed and under-diversified

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The bull run in Australia’s equity markets has been a magnet to investors with an appetite for simple, cheap and passive investment products, but this approach has led many to ignore the... Read more continue reading