CPD: Global SMID – a compelling growth story

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Investing in Australia’s small to mid-cap stocks has long been a compelling strategy for investors seeking capital growth over the longer term. While larger, well-established companies typically offer more stability,... Read more continue reading

US fixed income is looking expensive – here’s where to invest instead

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Despite election uncertainty, US credit spreads are at historic lows and there are better options available for fixed-income investors. Vivek Prabhu explains. US fixed income is looking expensive and investors... Read more continue reading

How to maintain attractive yield when interest rates fall

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It’s no secret it has been a busy few years in the interest rate market. In April 2022 the RBA cash rate was still languishing at 0.1%, an astonishing low... Read more continue reading

Private equity offers investors key advantages, including important diversification

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Private equity offers investors several distinguishing characteristics over listed shared, including more diverse investment opportunities and lower volatility, according to head of private assets sales at Schroders Australia, Claire Smith.... Read more continue reading

Australian and global investors look through election uncertainties to double down on global equities and private equity

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Australian investors are looking through the short-term market noise created by this year’s US election cycle to harness the major trends of deglobalisation, disruption and decarbonisation by increasing their exposure... Read more continue reading

ICE Investors says not all small caps are created equal

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Investing in small-cap companies can be considered a risky proposition, but it can also be a very rewarding one; the key for investors is to identify quality small caps that... Read more continue reading

CPD: Cyclical outlook – securing the soft landing

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The fixed income outlook remains strong across multiple economic scenarios as the U.S. Federal Reserve joins other central banks in cutting interest rates. Key takeaways In the wake of pandemic... Read more continue reading

Asian equities face brighter outlook with valuations set to rise

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While developed markets continue to climb led by the US, Asian equities have been largely overlooked by investors. However, Andrew Swan, head of Asia equities (ex-Japan) at Man Group, sees... Read more continue reading

Are funds in a sustainability recession?

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In investing, the speed at which new themes capture the market’s interest is only eclipsed by the speed at which that enthusiasm can turn. For sustainable investing, the move from... Read more continue reading

Harris or Trump? It doesn’t matter for investors

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Whether the Democrat’s Kamala Harris (from the blue team) or the Republican’s Donald Trump (from the red team) becomes the next President of the United States, will likely have little... Read more continue reading