Why DNR Capital is positive on small caps in H2 2023?

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DNR Capital, a leading Australian equities investment manager, says now is the time for investors to be positive on opportunities in the Australian small caps space. Sam Twidale, portfolio manager... Read more continue reading

Returns to the Office

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The post-pandemic working-from-home trend and the impact of rising interest rates in many countries have focused media attention on what all this might mean for commercial property investment. If you... Read more continue reading

AI reaches an inflection point, profoundly impacting where to invest

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Insync Funds Management believes Artificial Intelligence (AI) has reached an inflection point, brought about by a new phase in the creation of generative AI and large-language transformer models such as... Read more continue reading

International rails rebound across infrastructure

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ClearBridge Investments (ClearBridge), a leading global equity manager, notes that despite volatile markets, global listed infrastructure has performed in line with infrastructure benchmarks for the quarter. ClearBridge Portfolio Manager Charles... Read more continue reading

Crowded trades – hiding in plain sight

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Viewpoint Winning stocks within the Australian bourse have to date largely been those appearing to offer a more ‘certain’ outcome It is clear to us that investors are ‘hiding’ in... Read more continue reading

Credit quality weaker than market realises – with defaults likely to pick up in second half of the year

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The quality of corporate credit issuance is weaker than the market is currently pricing in, according to the latest analysis from Janus Henderson Investors. Quarter-on -quarter metrics show a broad,... Read more continue reading

Disruption presents new growth opportunities as inflation starts to ease

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As inflation starts to ease there are two disruptive themes emerging in the current environment, says DNR Capital, a leading Australian equities investment manager. Jamie Nicol, chief investment officer at... Read more continue reading

AI and resilient corporate earnings to drive global markets for remainder of 2023

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While investment opportunities in global share markets hinge on a number of factors, such as artificial intelligence and resilience in corporate earnings, the Australian market continues to be a source... Read more continue reading

The biggest risk now is complacency, say strategists

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After a robust start to the year with inflation easing, some stock markets reaching double digit returns, and bond yields reaching 15-year highs, economists and investment strategists are feeling more... Read more continue reading

Australian-first ‘Atomic’ settlement achieved in regulated market

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ASIC-licensed market operator Imperium Markets has successfully used eAUD, issued as CBDC by the Reserve Bank of Australia (RBA), to achieve ‘atomic’ settlement on securities transactions during the RBA CBDC... Read more continue reading