Has the market seen something that the rest of us have not?

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Like everyone else, I’ve been surprised by the market’s rally since its October low. Not so much that it happened, but when it arrived. I expected the market to turn... Read more continue reading
16 Feb 2023

Building portfolios to keep retirees invested

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Building portfolios for retirees is one of the toughest tasks in finance. Retirees in typical defined contribution superannuation funds must transition from the mindset of simply growing a pot of... Read more continue reading
15 Feb 2023

Brighter light at the end of the tunnel

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The primary catalyst for a market rally is lower inflation, not aggregate market earnings according to Daniel Strickberger, Chief Investment Officer of DSM Capital Partners. Lower inflation will reduce the... Read more continue reading
15 Feb 2023

Electric vehicles are plugging into the mainstream in China

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The adoption of electric cars is accelerating in China, thanks partly to technological advancement that boosts the driving experience, and countries interested in joining the race can learn a lot... Read more continue reading
14 Feb 2023

The winning asset classes of the past 20 years

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Direct Property has been the best performing asset class over the past 20 years. It has returned an average 10.2 per cent between 2003-22, edging out Australian equities at 8.9... Read more continue reading
13 Feb 2023

Despite inflation fears and higher interest rates, survey finds more than two thirds of institutional investors continue to grow private markets allocations

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State Street Corporation (NYSE:STT) yesterday released the results of a survey1 of private markets allocations from 480 institutional investors including traditional asset managers, private market managers, insurance companies and asset... Read more continue reading
08 Feb 2023

Fixed Income: 2023 Outlook – assessing a mixed bag of macro challenges

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China’s economy faces markedly different risks than the West Against the backdrop of an economic cycle plagued by the uneven recovery from the pandemic, the ongoing ripple effects from the... Read more continue reading
07 Feb 2023

It worked, except when I needed it to work – is the 60/40 portfolio still relevant in 2023?

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The end of a year is often cause for reflection. At the end of 2022, investors who took part in this process might have been left scratching their heads, and... Read more continue reading
06 Feb 2023

Deglobalisation and its impact on world markets (Part two)

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Deglobalisation implies a regime change, with trend increases in capex and the labour share, as well as a higher cost of capital, lower potential growth and greater government involvement in... Read more continue reading
06 Feb 2023

Inflation, rates opening up more private equity opportunities for 2023

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Current market dislocations caused by inflation, rising interest rates and higher volatility, have opened up more opportunities for private equity investment in 2023, according to a private equity expert. Russel... Read more continue reading
02 Feb 2023