AI to drive electricity demand and outperformance of infrastructure companies

From

The investment case for infrastructure has never been stronger, with significant investment in power grids required due to the boom in artificial intelligence (“AI”), the green energy transition and onshoring... Read more continue reading

Acadian expands credit lineup with global high yield, U.S. Investment Grade

From

Global systematic investment specialist, Acadian Asset Management LLC, has added to its systematic credit lineup with the launch of new Global High Yield and U.S. Investment Grade offerings. Managed by... Read more continue reading

Tips for trading international shares 

From

The slump in global markets in early August is a reminder that inefficient execution has a real impact on offshore trading strategies, notes AUSIEX. The S&P 500 and Nasdaq Composite... Read more continue reading

The risk of cash in a low-interest environment

From

In the current economic climate, many investors view cash as a safe harbour. Yet as interest rates approach a peak, the hidden risks of relying too heavily on cash have... Read more continue reading

Economic conditions favour bond market outperformance

From

Bond markets globally are set for broad-based outperformance, with the potential for monetary policy easings by central banks in the second half of 2024, however, Australian bonds are likely to... Read more continue reading

Stewart Investors highlights global companies at the forefront of developing sustainable food systems

From

Food systems are among the largest contributors of global CO2 emissions and, accordingly, offer one of the greatest sources of potential abatement, according to Stewart Investors, an active, long-only equity specialist... Read more continue reading

If a timeline is long, it’s wrong

From

After many years of promise for inflation to return to happier times, inflation stubbornly persists with higher energy costs still a feature of the equation. Despite the tighter credit conditions... Read more continue reading

Market volatility will persist in short term which requires medium to longer-term focus

From

As stock markets navigate heightened volatility and rising tensions in the Middle East, Zenith Investment Partners says the challenge for investors is to stay focused on medium-longer term outcomes and... Read more continue reading

How advisers can better help investors play the AI theme 

From

With NVIDIA upcoming earnings announcement, should investors buy direct shares of AI stocks or take a different approach, writes Brett Grant, Head of Product, Marketing & Customer Experience at AUSIEX.... Read more continue reading

Infrastructure investment is an optimal asset class in this turbulent political and economic time

From

The upcoming November election has dominated the US media headlines, with the contest expected to be tight. Anecdotal conversations with management teams at the time indicated domestic concerns mirror international... Read more continue reading