RBA: June Labour Force data could be pivotal

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Yesterday’s June labour force is potentially pivotal in deciding which way the Reserve Bank of Australia (RBA) Board jumps at its meeting on 5-6 August. At this stage my best... Read more continue reading

Recent fund launches: global fixed income popular

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Australia’s leading trustee company is setting the pace for digital innovation in governance. Of the latest 100 funds launched into the Australian investment market by leading independent responsible entity Equity... Read more continue reading

Climate – the $50 trillion investment opportunity

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As the world continues to grapple with the urgent need to combat climate change, the transition to a low-carbon economy has never been more critical. Governments, corporations and individuals are... Read more continue reading

Investors wise to carefully consider the risks to corporate earnings especially in the US

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High margins across stocks, sectors, industries, and regions are a major but not insuperable challenge to generating solid investment ideas in global equities Talaria Capital co-chief investment officer Chad Padowitz... Read more continue reading

Australian ETF assets soar through $200bn as market gains and investor inflows add $25bn over first half

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Australian ETF assets under management surged around 15% over the first half of 2024 to a new record high of more than $200 billion as at 30 June following solid... Read more continue reading

Compounding returns on equities delivers impressive returns over time

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Investing in a portfolio of high-quality compounders – well managed companies with sustainably high returns on operating capital – can result in strong returns and the potential to outperform traditional... Read more continue reading

While caution remains, Australian investors look ahead to opportunities in next 6-12 months

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With cash-related investment products recently having offered their highest interest rates in more than a decade, Australian investors have been reaping the risk-free benefits, with 42 per cent of their... Read more continue reading

Australian equity markets can be better used

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The role of public equity markets in taking Australian businesses from start-up to major economic contributors is not working as effectively as it could, suggests AUSIEX. ​While there is increasing... Read more continue reading

Compliance primer – Crypto regulatory reform, consumer implications

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Introduction Still regarded with suspicion by many, cryptocurrencies have continued to grow in popularity in Australia. Despite losing value by more than 60% in 2022[1], Bitcoin and other popular cryptocurrencies... Read more continue reading

Picture this: a broader horizon brings better value

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Ninety One’s Multi-Asset Credit team explains that a preference for quality has seen many high-yield investors flock to a part of the credit market that currently offers poor value. Those with... Read more continue reading