Crowded trades – hiding in plain sight

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Viewpoint Winning stocks within the Australian bourse have to date largely been those appearing to offer a more ‘certain’ outcome It is clear to us that investors are ‘hiding’ in... Read more continue reading

Credit quality weaker than market realises – with defaults likely to pick up in second half of the year

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The quality of corporate credit issuance is weaker than the market is currently pricing in, according to the latest analysis from Janus Henderson Investors. Quarter-on -quarter metrics show a broad,... Read more continue reading

Disruption presents new growth opportunities as inflation starts to ease

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As inflation starts to ease there are two disruptive themes emerging in the current environment, says DNR Capital, a leading Australian equities investment manager. Jamie Nicol, chief investment officer at... Read more continue reading

AI and resilient corporate earnings to drive global markets for remainder of 2023

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While investment opportunities in global share markets hinge on a number of factors, such as artificial intelligence and resilience in corporate earnings, the Australian market continues to be a source... Read more continue reading

The biggest risk now is complacency, say strategists

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After a robust start to the year with inflation easing, some stock markets reaching double digit returns, and bond yields reaching 15-year highs, economists and investment strategists are feeling more... Read more continue reading

Australian-first ‘Atomic’ settlement achieved in regulated market

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ASIC-licensed market operator Imperium Markets has successfully used eAUD, issued as CBDC by the Reserve Bank of Australia (RBA), to achieve ‘atomic’ settlement on securities transactions during the RBA CBDC... Read more continue reading

Markets buying opportunities abound for careful stockpickers

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While the impact of rising interest rates and inflation is still to be fully felt in the market, there are still pockets of opportunity for stockpickers within certain sectors, according... Read more continue reading

Allocation of cyber budgets key to mitigating breaches

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Businesses are increasing their allocation of funds towards cyber security however questions remain over whether funds are being directed to the right areas, according to HLB Mann Judd risk and... Read more continue reading

Infrastructure is the key to entering emerging markets

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For investors looking to take advantage of the opportunities in emerging markets, infrastructure is an attractive way to do so and there is no better time than now, according to... Read more continue reading

Sector Report: Australian shares, large companies

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Market leadership narrows to GFC levels Over the past twelve months to 31 May 2023, investors have faced a particularly challenging market environment. Amidst macroeconomic uncertainty and geopolitical tensions, it... Read more continue reading