The great rotation

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To say that COVID-19 has triggered a rollercoaster for markets across the globe is an understatement. The property sector has been particularly impacted though not always in the most predictable... Read more continue reading

BlackRock reveals local iShares equity ESG ETF suite to make sustainability more accessible to Australian investors

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As part of BlackRock’s commitment to provide access to ESG strategies, iShares has recently listed three equity ESG ETFs for Australian investors which aim to provide cost-effective investment options that... Read more continue reading

Higher inflation will not impact infrastructure returns

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Higher inflation and interest rates will have little impact on the valuations of regulated infrastructure assets, and some assets should see cash flows increase with upswing in economic growth, leading... Read more continue reading

The S-Curve and the emerging consumer

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Disruption and disintermediation are increasingly common themes across the global corporate landscape. This article from GSFM draws on thematics from its global growth investment partner, Munro Partners. Investors need access... Read more continue reading

Markets dismiss regulation risks

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The US Federal Court decision to dismiss an anti-trust complaint against Facebook this week saw that company catapulted into the $1trillion market cap club (along with Apple, Amazon, Microsoft and... Read more continue reading

Unlocking potential through short selling

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In January 2021, prominent hedge funds were making international headlines for all the wrong reasons. Terms such as ‘shorting’, ‘GameStop’ and ‘short squeeze’ were being thrown around in daily conversation,... Read more continue reading

Australian investors’ optimistic outlook reflects mild COVID-19 experience, according to 2021 Natixis Global Survey of Individual Investors 

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In post COVID markets, Australian investors are optimistic about maintaining above 13% returns from well-diversified investment portfolios, however they will need guidance from financial professionals to balance their desire for safety... Read more continue reading

Inflation spike brings capital preservation pain for income investors

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The rise in global inflation is making it harder for income investors to preserve capital, according to a fixed income expert. Investors may need to look for cash alternatives as... Read more continue reading

Balanced investor profile undergoes allocation shift

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The long-held 60/40 asset allocation rule is no longer adequate if Australians are to retire comfortably, with an 80/20 ratio of risky vs secure assets far more appropriate in the... Read more continue reading

Investors wary of emerging investment risks

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The market continues to shift from the hope to the growth phase as the Australian economy rebounds from the shock of the COVID-19 pandemic and associated lockdowns, but new risks... Read more continue reading