Have we found ourselves in a stock market bubble?

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History does not repeat, but it rhymes. I was reminded of this truism recently when I compared the recent stock market performance of Nvidia with that of Cisco Systems in... Read more continue reading

Use quality to navigate rate cuts and a slowdown

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The strength in the US economy, so far, keeps us confident that the Fed will not begin policy cuts before May-end, and the ECB would also remain vigilant on disinflation,... Read more continue reading

‘Relief rally’ skewing return expectations 

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Financial markets are full of warnings about past performance not being an indicator of future performance.  But past precedent can be invaluable in preparing for the future, and history certainly... Read more continue reading

CPD: The investment case for private credit remains strong

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Private credit offers investors an attractive opportunity to benefit from regular income, strong investor protections and low volatility, irrespective of the economic conditions that prevail during 2024. This article from... Read more continue reading

The rise of artificial intelligence in portfolios

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Recession obsession In 2023, the market defied expectations as it rebounded from the anticipated recession that never materialised. Investors, expecting a downturn due to an unprecedented rate-hiking campaign, were caught... Read more continue reading

Top 5 risks facing Australian investors in 2024

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The below is our view of the largest risks facing Aussie investors in 2024. Some of these, such as the rising risk of a property correction in China, were raised... Read more continue reading

Fed’s sticky wicket as investors brace for more volatility

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Franklin Templeton’s Fixed Income Chief Investment Officer Sonal Desai says January inflation print confirms that the “last mile” of disinflation may prove to be a lot harder than markets expect,... Read more continue reading

The differences between fixed and floating rate bonds

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When it comes to investing, bonds are a reliable way to earn income and maintain capital stability. There are fixed rate and floating rate bonds, and each behaves differently depending... Read more continue reading

Australian small caps at the forefront of Atchison’s asset allocation

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Asset consultancy firm, Atchison delves into the evolving landscape of Australian small caps in their newly released Quarter One 2024 Tactical Asset Allocation Outlook, including its impact on their approach... Read more continue reading

Higher quality Australian bonds set for outperformance

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With the prospect of interest rate cuts on the horizon, bonds are expected to perform relatively well in 2024, offering investors income and the opportunity for capital gain, according to... Read more continue reading