Markets give the Fed the benefit of the doubt – but there is doubt

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The inflation scare on the back of April’s CPI ‘blowout’ appears to have abated somewhat. A concerted effort from key Federal Reserve speakers, who have sought to cast any inflation... Read more continue reading

Nuveen’s Global Institutional Investor Study: Asian respondents are committed to increasing ESG engagement and indicate an increasing shift towards alternative investing

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According to Nuveen’s inaugural global institutional investor survey, the ongoing global pandemic, the shift to investing in alternatives and ESG integration are the most powerful themes shaping investment decisions in... Read more continue reading

Changing portfolio construction trends driven by ESG and active management

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The investment environment of the past 30 years is irrevocably changing, with adherence to the traditional 60:40 portfolio allocation breaking down, and the rise of ESG investing impacting portfolio construction,... Read more continue reading

Australians will cheer a good year for dividends in 2021, after being among the hardest hit in the world due to COVID-19  

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Key points In Q1 2021, Australian companies were among better performing dividend payers compared to rest of the world Mining drives strong start to 2021 for Australian dividends, up 60%... Read more continue reading

Quality growth stocks continue to deliver for Australian small cap investors

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As investors focus on the prospect of a strong recovery from the coronavirus pandemic combined with significant pent-up demand and rebound of the global economy over coming quarters, the DNR Capital... Read more continue reading

To capitalise on the global economic recovery, look to emerging markets

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As the global economy returns to growth, investors looking to catch the growth wave should be looking to emerging markets, says Martin Currie, the active equity specialist investment manager of... Read more continue reading

EM investment key to sustainability goals

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While impact investing has evolved to become a mainstay for global investors, more work is required by corporates and governments of emerging markets (EM) if these jurisdictions are to counter... Read more continue reading

Inflation “day of reckoning” still some way off

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Markets and commentators alike are fixated on inflation, as signs suggest it is coming and will be anything but transitory. Meanwhile, most central banks – including the Reserve Bank of... Read more continue reading

Long/short investing – a strategy to capture equity market exuberance

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What is a long/short strategy? A long/short equity strategy is designed to take advantage of the upside of markets, while minimising potential downside risks. The strategy seeks to profit from... Read more continue reading

Green shoots emerge for dividends

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Dividends have recovered a third of what they were pre-COVID-19, but as the economy bounces-back, these should return to prior levels, making income generation from equity income funds look attractive... Read more continue reading