Infrastructure is the key to entering emerging markets

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For investors looking to take advantage of the opportunities in emerging markets, infrastructure is an attractive way to do so and there is no better time than now, according to... Read more continue reading

Sector Report: Australian shares, large companies

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Market leadership narrows to GFC levels Over the past twelve months to 31 May 2023, investors have faced a particularly challenging market environment. Amidst macroeconomic uncertainty and geopolitical tensions, it... Read more continue reading

Rise of artificial intelligence underlines role of ESG analysis

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The spectrum of risks arising from artificial intelligence (AI) is wide. On one end lie doomsday scenarios involving ‘super-intelligent’ AIs that their creators can’t understand or control. More potential immediate... Read more continue reading

Trend following alpha

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Trend following strategies can capture upward and downward trends in hundreds of markets, which has made such strategies popular alternative investments to diversify risk in client portfolios. This article from... Read more continue reading

Five forces that will define the next equity cycle

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Scott Berg, Portfolio Manager of the T. Rowe Price Global Growth Equity Strategy, says the next equity cycle will be defined by five forces. While the past three years have... Read more continue reading

Unleash the power of managed accounts against market volatility

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Australia’s burgeoning managed accounts industry has transformed the ease and efficiency with which advisers can both run a business and best serve their clients. This has been particularly evident during... Read more continue reading

Perennial proves sustainable investment compliments superior returns

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The Perennial Better Future Trust has outperformed its benchmark each financial year since inception, now including five consecutive financial years, laying to rest the claim that sustainable investing compromises investment... Read more continue reading

‘Lagging’ small cap sector primed for active management

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Small caps continue to lag other sectors of the equities market, creating the ideal conditions to add value, according to Richard Ivers, Portfolio Manager at Prime Value Asset Management, which... Read more continue reading

Australian investors flee managed equity funds at record speed for the safety of fixed income and cash

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Australian investors fled managed equity funds for the perceived safety of fixed income and cash during the second quarter, according to the latest Fund Flow Index from Calastone, the largest... Read more continue reading

Select opportunities for equities despite economic tightening

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As economic conditions tighten throughout the second half of 2023, the implications of higher interest rates will start to emerge with equities investors needing to be active and selective, according... Read more continue reading