New investment ideas for a changing world

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In a changing global investment landscape, Principal Global Investors (The Principal) highlights the need for flexibility and a fresh approach when it comes to fixed income strategy. Applying new ideas... Read more continue reading

Oliver’s Insights: what to do?

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The investment environment remains tough. On a long term basis shares and other related growth assets look attractive after several years of poor performance. Against this, Europe and the US... Read more continue reading

Groundhog day?

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The Australian market retreated 15% in mid-2010 and 20% in mid-2011, predominantly on European issues. So far the Australian market is down 9% in May. Is this a case of... Read more continue reading

Australian equity market preparing for lift off

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Lonsec’s Head of Equity Research, Bill Keenan, believes the Australian equity market is ready to rebound. “Lonsec has had a target of 5,000 for the All Ordinaries Index by the... Read more continue reading

The colour of money

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Banks have used a complex series of loans to create billions of dollars of new liquidity but have also made the financial system more unstable. Hypothetical collateral – that was... Read more continue reading

Stocks most likely to benefit from RBA rate cut

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The diversified financials, building materials, retail and media sectors of the Australian sharemarket are most likely to get a lift from the decision by the Reserve Bank board to cut... Read more continue reading

Stronger growth prospects position emerging markets to outperform

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An analysis of performance between December 2000 to December 2011 shows how countries with stronger economic growth – many of which are represented in the emerging markets complex – have... Read more continue reading

US “industrial renaissance” leads three speed global outlook, says global funds manager

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The US economy looks set to benefit from an industrial renaissance in the coming decade driven by access to cheap domestic energy, says Threadneedle Investments (Threadneedle) CIO Mark Burgess. This... Read more continue reading

Global equity market recap – quarter 1

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Global equity investors enjoyed strong, broad-based gains during the first quarter of 2012. The Standard & Poor’s (S&P) 500 rose 12.6%, its best first-quarter rally since 1998. International markets, represented... Read more continue reading

What’s next for global equities?

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Last year was a tough one for global economic growth and markets. I think we’re starting to see the early signs of at least the US economy turning a corner. ... Read more continue reading