Powering up European network investment

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When talking about the energy transition, naturally, the focus has been on renewable energy. Many an article has been written on the exponential growth in wind, solar and batteries driven... Read more continue reading

Maple-Brown Abbott sees opportunities at the smaller end of the Australian gold mining sector

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Boutique investment manager Maple-Brown Abbott believes select Australian small cap gold miners offer attractive valuation and earnings metrics. Phillip Hudak, co-portfolio manager, Australian small companies at Maple-Brown Abbott, says the... Read more continue reading

Returns from EM investing boosted by multi-factor strategy

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Investing in emerging markets (EM) equities offers diversification and adopting a multi-factor approach provides access to well-grounded return premia, while significantly reducing volatility, according to new figures from global index... Read more continue reading

CIO roundtable: Is the market too optimistic?

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FOMO, YOLO, HODL—whatever you call it, it appears the momentum factor took hold in the first quarter. The best-performing groups of stocks so far this year were related to bitcoin,... Read more continue reading

Franklin Templeton and ClearBridge investment experts weigh in on latest US CPI release

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Andrew Canobi, director of Australia Fixed Income for Franklin Templeton Fixed Income says “A look at the instrument panel in the US reveals little showing up in the gauges that says landing imminent. ... Read more continue reading

The late-cycle environment continues to play out

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A resilient US economy (owing to consumption and wealth effects) and strong earnings expectations for the year are driving the recent upside in equities and increase in yields. The big... Read more continue reading

Is it time to make the switch from Cash/Term Deposits to Global Fixed Income?

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After the bond market meltdown in 2022, Cash and Term Deposits (TDs) have become more appealing for investors seeking attractive rates and respite from losses experienced across broader defensive portfolios.... Read more continue reading

Corporate earnings are crucial to 2024 stock market returns

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Stocks went on a months-long rally to unprecedented highs in early 2024. Contributors included hope for Federal Reserve (Fed) rate cuts, rising expectations for an economic soft landing, and investor optimism... Read more continue reading

Share market outlook

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With HY24 reporting season finished, there has been some softening in the consensus outlook for both FY24 and FY25 earnings growth that we think is more attributable to prevailing views... Read more continue reading

Dividends to make a stronger comeback

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Following the Federal Reserve’s interest rate pivot last year, the S&P/ASX 200 Industrials Index has surged over 20% over the past four months, ending February 2024 with a 12-month forward... Read more continue reading