Comparing the role of Emerging Market equities with World Small Cap equities

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Emerging Markets present an enticing proposition for global asset allocators, boasting a blend of growth potential and diversification advantages. EM specialist Ashmore Investment Management, a PAN-Tribal Asset Management investment partner,... Read more continue reading

A different paradigm

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It’s returns (on capital) that matter The market value of equities, whether public or private, represents a range of assumptions about future returns on capital.  When profit forecasts change, market... Read more continue reading

Finding the right small cap strategy in 2024

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While Australian small cap funds have historically delivered outperformance against their collective benchmark at an impressive rate (85% of Zenith’s rated peer group outperformed over the last five years), since... Read more continue reading

AI stocks are due for a retrenchment, but AI benefits are real and will take decades to play out

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US equity market strength over the past year has been driven by the magnificent seven and artificial intelligence (AI) players, and this trend is set to continue into 2025 and... Read more continue reading

What’s next for markets? While there have been a few surprises, core Europe and the US are now in recovery mode

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US economic growth has surprised so far in 2023 via fiscal stimulus, inventories and net exports; despite underlying domestic demand growth being relatively subdued. Non-China EM was the driving force... Read more continue reading

Green shoots supporting the long-term investment case for China

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Following a period of economic slowdown, China is engineering a ‘controlled stabilisation’ of its economy where stabilisation of growth is prioritised, rather than acceleration, in the short term. Recent green... Read more continue reading

Active Australian fixed income continues to deliver attractive risk-adjusted returns

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The resurgence of fixed income’s defensive characteristics is acutely apparent. Less obvious, but no less important is the role that active management can play in navigating rapidly evolving market conditions... Read more continue reading

Bonds are back!

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Fixed income investments have returned to favour and once again are playing an important role in client portfolios. This article from GSFM explains why bonds are back and that the... Read more continue reading

Investors must look through inflation to focus on bigger picture themes such as growth scarcity in global equities

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While US inflation concerns and breakout stocks such as Nvidia are currently hogging the limelight in global equity markets, broader growth opportunities are currently scarce and could have more influence... Read more continue reading

Investing targeting four key equity factors delivers long-term outperformance

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An equity portfolio built with shares displaying value, momentum, low volatility and quality characteristics will likely outperform a traditional portfolio tracking a market-capitalisation weighted index over the long term, according... Read more continue reading