Investment outlook for sustainable packaging sector looks promising as changes in consumer habits escalate

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Nanuk Asset Management (Nanuk), an industry leader in sustainable investing, believes environmentally focused packaging companies are set for solid growth. The expansion in e-commerce activities and the shift away from... Read more continue reading

Global inflation: Past the peak but still very troublesome

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Despite signs that inflation has likely peaked in certain areas of the world, the idea that the global monetary tightening cycle might soon come to an end is misplaced. With... Read more continue reading

Vanguard 2022 Index Chart: Diversification an effective antidote for volatility

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Vanguard has launched its 21st annual Index Chart plotting the performance of major asset classes over the last 30 years, as a powerful depiction of why broad diversification is crucial to... Read more continue reading

Emerging Markets equities – Long term growth opportunities abound

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Emerging market have complicated governance structures, evolving macroeconomics and immature institutions, which leads them to be dynamic, complex and their stocks volatile. Emerging Markets specialist Ashmore Investment Management, a PAN-Tribal... Read more continue reading

Shaping up for the Reporting Season

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As we enter Australia’s reporting season, Reece Birtles, Chief Investment Officer, Martin Currie Australia, looks at the key market developments since last season and what will shape the profit margins... Read more continue reading

A stock-take for dividend seeking investors

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A stock-take of Australian equity dividends from an investor’s perspective results in a number of conclusions. Max Cappetta, CEO of GSFM investment partner Redpoint Investment Management shares five key takeouts.... Read more continue reading

Value investors the likely winners in current environment

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Stagflation fears and the end of easy money have already resulted in the de-rating of many high-flying stocks but it is likely there is still further to go which should... Read more continue reading

Protecting downside key for top performing small cap fund

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A conservative approach which emphasises capital protection has been key to the Prime Value Emerging Opportunities Fund topping Mercer’s Australian Small Companies (ex-ASX100) survey for performance over three years. The... Read more continue reading

The inflationary implications of deglobalisation, demographics and decarbonisation

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In a reflationary environment, GSFM’s investment partner Epoch expects investors to exhibit an increased focus on capital allocation, as well as quality and sustainable free cash flow. All is explained... Read more continue reading

Opportunities in private equity remain compelling during volatility

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The chance to invest in mid-market private equity companies at favourable valuations has seen the Pengana Private Equity Trust (ASX: PE1) increase its commitment to several international private equity strategies.... Read more continue reading