Women and younger Australians help lift numbers of adult investors across the nation to a record 10.2 million

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There are now more Australian female investors than ever before, according to the ASX Australian Investor Study 2023 released on Tuesday. The study also found that young Australians are continuing to... Read more continue reading

Active management

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We are surrounded by research, data and commentary that seldom looks beyond an investment horizon of between one to three years. The benchmark or index, of course, does not take... Read more continue reading

Robeco backs Asia Pacific equities despite market concerns in US, Europe

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There is a long-term opportunity for investors to gain exposure to Asia Pacific equities given low absolute and relative valuations which are being obscured by geopolitical and interest rate concerns.... Read more continue reading

Macroscope: Opportunity knocks when investors lose faith

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An investor recently recalled asking an older colleague in late 2000 when the right time would be to buy the NASDAQ. His answer, which turned out to be broadly correct:... Read more continue reading

Don’t let drama over next few Fed meetings distract from the big picture

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At the June 14 Federal Open Market Committee (FOMC) meeting the Federal Reserve (Fed) left rates unchanged but kept alive the possibility of raising rates again at upcoming meetings. Arguably,... Read more continue reading

Global asset allocation views, June 2023

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Market persepctive Macroeconomic outlook remains mixed as data has been surprising to the upside, despite evidence of tightening financial conditions that are still expected to weigh on economic growth in... Read more continue reading

Are investors missing out on once in a generation opportunities?

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The world is experiencing never-before-seen change that is delivering a powerful uplift in growth, according to Insync Funds Management (Insync). However, negative macroeconomic and geopolitical commentary means the investment community... Read more continue reading

From Skynet to ChatGPT: AI and its investment implications

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If you were to poll strangers on what comes to mind when they hear the term AI (artificial intelligence), I suspect the two most likely answers would be Skynet or... Read more continue reading

Is the cash drag really such a drag?

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The proliferation of open-ended funds for illiquid assets has increased the attractiveness of private assets for many investors, and despite concerns around the cost of this increased liquidity, research shows... Read more continue reading

Bank to the future – Do recent bank failures in the US and Europe herald worse to come?

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First Republic Bank, the most recent bank to fail in the US, is the second largest bank failure in US history. It comes after the failures in March and April... Read more continue reading