2024 a potential turning point for AREITs yet recovery will not ‘lift all boats’

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2024 could be a turning point for AREITs following a period of rate hikes and rising bond yields, according to Amy Pham, Portfolio Manager for the Pengana High Conviction Property... Read more continue reading

Investing globally in uncertain times

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There are many good reasons to invest in global markets…however, with increasing geopolitical risk and volatile markets, what investment approaches are better positioned to prosper? This article from GSFM examines... Read more continue reading

Munro expects tech rally to run in 2024, led by Nvidia

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The biggest companies in the S&P 500 all grew earnings in 2023 after large structural changes accelerated technology earnings, and this is likely to continue in 2024, led by semiconductor... Read more continue reading

Is it time to hedge global equity investments?

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The slide in the Australian dollar (A$) last year begs the question of whether it’s time to consider hedging global equity portfolios in anticipation of a potential rebound in the... Read more continue reading

Bond ETFs surged in 2023, higher rates and improved sentiment to support ETF flows in 2024

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Australian investors flocked to bond ETFs in 2023 as rising interest rates made fixed income allocations more attractive, according to data recently released by the Australian Securities Exchange (ASX) and... Read more continue reading

What will 2024 bring?

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As we begin the new year, it’s customary to reflect on the previous year – what went well, what did not work out as expected, what could be better and... Read more continue reading

Macroscope: Long the yen against the euro

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Since 2021, major economic cycles have been out of sync, presenting macro investors with opportunities to capitalise on policy divergence. In August 2021, for instance, it became clear to us that... Read more continue reading

Bloom or bust? Unlocking transition finance to reduce biodiversity loss

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Finance can help unlock the deployment of existing technologies at the speed and scale needed to reduce biodiversity loss by 2030, according to UBS. In its white paper ‘Bloom or... Read more continue reading

Investing in the next big thing in AI

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Artificial intelligence (AI) chatbots, like ChatGPT and Bard, are the beginning of the next wave of computing. But investors should consider opportunities along the supply chain in order to make... Read more continue reading

Real assets produces stable income streams despite occasional capital value declines

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Zenith Investment Partners says the real assets sector produces stable income streams for investors and has, in a historical context, rarely produced negative total returns despite occasional capital value declines. As... Read more continue reading