Investors develop a thirst for digital games, interactive media stocks during COVID

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The digital games and interactive media sector have captured investor interest during the COVID-19 pandemic, says Damien Klassen, Head of Investments of the superannuation and wealth manager Nucleus Wealth. “The... Read more continue reading

Income focused approach exposing retirees to greater risk

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According to new Vanguard analysis, investor portfolios built on a dividend-focused strategy will need to be 100 per cent allocated to equities and greatly elevate their portfolio risk, to meet most... Read more continue reading

Growth in a post-COVID world

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Growth stocks have been on an upward trajectory for years, a trend that has accelerated due to the COVID-19 pandemic. In this article, GSFM shares insights from Munro Partners, global... Read more continue reading

US election impact on investors

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With the US Presidential election just seven weeks away, Frontier Advisors has undertaken a ‘virtual’ trip to the US to meet with several investors, think-tanks, academics and pundits to discuss... Read more continue reading

Investing in emerging Asia amid rising global tensions

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Europe reaches tipping point Tensions between the US and China are heating up and the European Union is facing increasing pressure to choose a side in the wake of COVID-19.... Read more continue reading

Geopolitical ramifications of the upcoming US election should not be underestimated

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In the US presidential election, the polls have tightened over the past several weeks and market-implied betting probabilities have started to close. Eric Stein, Co-Director of Global Income at Eaton... Read more continue reading

The post-COVID economic factors that merit investor consideration

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For obvious reasons, everyone is focused now on the pandemic, the mitigation policies being put in place to control it and the huge monetary, fiscal and medical implications. “But there... Read more continue reading

COVID-19 impact not as severe as initially feared

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The Tribeca Alpha Plus Fund has released its latest monthly report and market commentary. In it, lead portfolio manager Jun Bei Liu says: “What is now clear is that the immediate... Read more continue reading

Market disruption accelerating post COVID-19

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Munro Partners has released the latest Munro Global Growth Fund report and market commentary. In it, Chief Investment Officer, Nick Griffin, says:  “With a reasonable equity risk premium relative to... Read more continue reading

Australian millennial investors jump on COVID-19 volatility

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A clear correlation has emerged between risk appetite during the COVID-19 pandemic and the age of investors, according to research conducted by Calastone, the largest global funds network. The research,... Read more continue reading