Why invest in infrastructure now?

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Infrastructure has recently seen increased attention as equities weaken due to inflation, rising interest rates, global supply chain disruptions from COVID-19 and the war in Ukraine. Charles Hamieh, Portfolio Manager,... Read more continue reading

Poor State of Environment report casts stark warning to the finance sector

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This week’s dire State of the Environment report should raise alarm bells to the Australian business and finance sectors, as the nation moves into further debt to nature, with deteriorating... Read more continue reading

Aviva Investors expects central banks to concentrate on inflation threat despite recession risks

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Aviva Investors, the global asset management arm of Aviva plc (‘Aviva’), expects global growth to slow to a below-trend pace over the next year and a half, with the risk... Read more continue reading

Finding solace in the short

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As stocks have wobbled, investors have bemoaned having no place to hide – not even in gold. June alone saw the market fall a whopping 8.97%. However, short positions across... Read more continue reading

Why portfolio protections and risk overlays are under scrutiny as equity markets slump

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Following the considerable market losses endured in the first half of 2022, bfinance outlines that investors are taking the opportunity to weigh their own results and reassess resilience. Portfolio diversification,... Read more continue reading

US market slowdown providing opportunities 

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Global equities boutique manager Bell Asset Management (BAM) believes the drawdown in the United States over the last six months will ultimately provide a favourable environment for active stock pickers... Read more continue reading

Bringing growth and inflation together in asset allocation decisions

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This is our final article of three aimed at providing advisers with a framework around asset allocation that will assist with client discussions and portfolio strategy in these uncertain and... Read more continue reading

Did you hold ‘em or did you fold ‘em?

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In our September 2020 article “Amateur investors beware: you’ve got to know when to hold ‘em, know when to fold ‘em”, we highlighted the dangers of a ‘do it yourself’... Read more continue reading

The challenges for global growth equities

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Global markets have entered a difficult period as fundamentals turn and inflation has emerged, somewhat more strongly than expected. As global economies faced a myriad of difficulties over the past... Read more continue reading

Outlooks for the rest of 2022

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Members of the Federated Hermes investment team predict what lies ahead for ESG, inflation and global markets.  See views below covering: Europe is the place to be by Fraser Lundie, Head... Read more continue reading