Franklin Templeton assesses medium-term outlook for growth, earnings, interest rates and valuations

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Stephen Dover, Head of Franklin Templeton Institute, believes that it makes sense to step back from current conditions and assess the medium-term outlook for growth, earnings, interest rates and valuations,... Read more continue reading

Uncertain FY2025 outlook means investors must look for niche opportunities

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Based on the current trajectory of slowing quarterly growth, there is a real possibility that Australia may experience a recession in financial year 2025, according to Emanuel Datt, chief investment... Read more continue reading

RBA: June Labour Force data could be pivotal

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Yesterday’s June labour force is potentially pivotal in deciding which way the Reserve Bank of Australia (RBA) Board jumps at its meeting on 5-6 August. At this stage my best... Read more continue reading

Recent fund launches: global fixed income popular

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Australia’s leading trustee company is setting the pace for digital innovation in governance. Of the latest 100 funds launched into the Australian investment market by leading independent responsible entity Equity... Read more continue reading

Climate – the $50 trillion investment opportunity

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As the world continues to grapple with the urgent need to combat climate change, the transition to a low-carbon economy has never been more critical. Governments, corporations and individuals are... Read more continue reading

Super contributions and home ownership at the centre of adviser queries

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Financial advisers are focused on helping their clients navigate superannuation contributions, transfer balance caps, dealing with a death benefit and home ownership issues, according to the latest data from AMP... Read more continue reading

Australian ETF Industry hits $200B milestone, expected to grow to $500b by 2030

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Leading Australian financial services company, Betashares, has announced the Australian ETF industry passed $200 billion in funds under management during June 2024, based on Betashares analysis of ASX and CBOE... Read more continue reading

Investors wise to carefully consider the risks to corporate earnings especially in the US

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High margins across stocks, sectors, industries, and regions are a major but not insuperable challenge to generating solid investment ideas in global equities Talaria Capital co-chief investment officer Chad Padowitz... Read more continue reading

Australian ETF assets soar through $200bn as market gains and investor inflows add $25bn over first half

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Australian ETF assets under management surged around 15% over the first half of 2024 to a new record high of more than $200 billion as at 30 June following solid... Read more continue reading

Compounding returns on equities delivers impressive returns over time

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Investing in a portfolio of high-quality compounders – well managed companies with sustainably high returns on operating capital – can result in strong returns and the potential to outperform traditional... Read more continue reading