Munro steers clear of EV producers, focuses on companies enabling energy efficiency

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The case to invest in electric vehicle (EV) producers could be falling away as supply increases, highlighting that not all clean energy investments are created equal. Emerging opportunities are coming... Read more continue reading

Small caps set to outperform large companies on the ASX

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The significant market volatility in 2025 creates a buying opportunity for investors keen to diversify their portfolios to take advantage of the attractive entry points for small companies, according to... Read more continue reading

Is it time for less drama in your portfolio?

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Analysing the growth scare: What investors should know Markets have experienced volatility resulting from the Trump administration’s tariffs and the Department of Government Efficiency’s (DOGE’s) pruning of the federal government.... Read more continue reading

Now could be a good time to reevaluate hybrid allocations

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Now could be a good time for retail investors to reevaluate exposure to hybrids given their attractive valuations despite approaching their call dates, according to Helen Mason, fund manager at... Read more continue reading

Capital Market Assumptions: A new investment reality takes shape

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Sweeping policy shifts and persistent market volatility are reshaping the long-term outlook. Ninety One’s 2025 Capital Market Assumptions point to a decade of modest returns, rising income potential, and a... Read more continue reading

US credit markets amidst rising volatility

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Rick Patel Since the recent market volatility, there has been concern that US Treasuries have not been acting as a hedge for equities. Whilst the intraday volatility in rates has... Read more continue reading

Human behaviour

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Confusion reigns. As the apparent stability of past decades gives way to a more unpredictable behaviour, investors are attempting to run for safety but seem a little unsure where to... Read more continue reading

The Bermuda income triangle: Where have the distributions gone?

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A key observation from this year’s review cycle has been the low levels of income distributions from Zenith’s International Fixed Interest (IFI) – Bonds universe. Despite the increased attractiveness of... Read more continue reading

Markets on alert as Trump administration targets tax reform and deficit reduction

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As the Trump administration gets ready to focus on its dual agenda of pushing through new tax cut legislation while tackling the growing federal deficit, investors are gearing up to... Read more continue reading

How layers of inflation affect consumer prices

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Inflation has many analogies, but have you ever thought of it as an onion? Just as peeling an onion can bring tears to your eyes, paying higher prices at the... Read more continue reading