Positive outlook for emerging markets as domestic growth looks to outpace US

From

Several factors point to a stronger year ahead for emerging markets, where select country share market gains could outpace those in the US and other developed nations, says John Moorhead,... Read more continue reading

AI boosts appeal of investment in data centres as supply is constrained

From

An undersupply of data centre capacity following the surge in AI and cloud-based demand creates long-term benefits for data centre investors, according to Gavin Truong, senior investment analyst, Quay Global... Read more continue reading

Fidelity International highlights opportunities to look out for when investing in tomorrow’s markets

From

The world is changing faster than ever, and markets are moving to accommodate the accelerating pace of change. Technology has transformed every industry core to our economy, and artificial intelligence... Read more continue reading

Now is the time to re-evaluate investment portfolio positioning

From

The start of 2024 has caught many investors off guard. Resilient US growth and inflation have defied expectations, leading to higher bond yields and a surging US dollar. Equities have... Read more continue reading

Global real estate trusts in a strong position for growth in the current market dynamic

From

Global real estate investment trusts (GREITs) have delivered competitive, income driven total returns over the long term and pricing today offers an attractive opportunity for investors to add property to... Read more continue reading

Australian private debt market to grow as investors seek lower volatility

From

Private credit investment is gaining in popularity in Australia with returns sitting above 10 per cent for senior secured debt. Tanarra Credit Partners expects robust growth in this asset class... Read more continue reading

CPD: How much trend following should investors hold in a portfolio?

From

Trend following strategies have a number of properties that are desirable to investors. In this article from GSFM’s investment partner Man Group, these properties are examined, and the big question... Read more continue reading

Eyeing the long game in a changing world

From

In a constantly changing world, it can be challenging for investors to maintain their focus on long-term trends and opportunities. Fidelity International’s Ilga Haubelt, head of equities, Europe, met with... Read more continue reading

“This time it’s different” – but investor returns under pressure

From

The four most dangerous words in investing are: ‘This time it’s different’; and we have been hearing this a lot recently, says Hugh Selby-Smith, co-CIO at Talaria Asset Management. “The... Read more continue reading

Is it time to sell the Magnificent 7?

From

Only a few weeks ago, a key question for investors was: ‘have I still got time to buy into the Magnificent 7?’ Fear of passing up the stellar returns delivered... Read more continue reading