Threadneedle thinks: viewpoint on China

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Evidence of a global deceleration at a time of moderating growth in China has prompted fears of a hard landing for the country by some investors. But as we reveal... Read more continue reading

Reporting season scrutinised for signs of value and stability

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As reporting season kicks off, investors will be watching for signs of value and earnings sustainability, as well as eying specific stocks and sectors and the broader economy, according to... Read more continue reading

Lonsec releases its 2011 Income Funds Sector Review

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Lonsec’s 2011 review of the Income Funds sector spanned both traditional income and alternative income products. Libby Newman, Senior Investment Analyst responsible for this sector commented, “Traditional income funds include... Read more continue reading

Destination India

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Financial planners have traditionally gained exposure to emerging market economies for their clients via global equity funds or through discrete emerging market funds. Lonsec has noted a significant trend in... Read more continue reading

BetaShares cautions investors on impact of currency on gold performance

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The strong correlation between gold prices and the Australian dollar has impacted unhedged gold exposures which have consistently under-performed hedged gold exposures historically, analysis by BetaShares shows. For example, while... Read more continue reading

Gold stocks falling short on returns

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Most of the gold stocks in Australia’s gold mining index returned less than the gold price over the last three years according to E.I.M. Capital Managers. Many investors buy gold... Read more continue reading

The rise and rise of new IPOs in Asia, and Asian investors

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Who would have thought – investing in Asia might soon give investors access to European and US companies. Some of Europe and America’s most prestigious companies are shunning the well-established... Read more continue reading

What’s next for Asian Equities?

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Having bounced back strongly since the lows of 2008, Asian equity markets have recently been through a soft patch, underperforming developed markets such as the US and broader global indices.... Read more continue reading

Market correction provides opportunities in Asian markets

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The current correction in Asian equity markets will lead to an extended period of consolidation that gives investors the opportunity to take advantage of price weaknesses in strong companies, says... Read more continue reading

Focus on investor compensation overlooks protection

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Events such as the recent Trio compensation debate and last week’s release of ASIC research findings on the effects on investors of lack of compensation suggest that prevention and protection... Read more continue reading