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Staff Writer

Staff Writer

‘Rational bubble’, but crypto acceptance increasing

Europe’s largest asset manager, with EUR$1.4 trillion ($2.2 trillion) in investor funds, Amundi Asset Management, recently weighed into the cryptocurrency phenomenon, releasing a ‘Blue Paper’ on the topic. It offers a unique insight from a traditional fund manager on what

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Buffett pushes back on ESG proxy pressure

The US$500 billion ($649 billion) investment conglomerate Berkshire Hathaway (NYSE: BRK.A) is the latest group to come under pressure for its climate change and diversity disclosures. Its response and the growing pressure offers a unique insight into the increasingly complex

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Tech stocks now defensive, growth stocks becomes value

Stylistic investing, or the concept of separating companies into arbitrary buckets due to their perceived growth, value or defensive characteristics, tends to dominate discussions these days. Fundamental research and the many rules of thumb applied by investors were founded in

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Why one manager is bullish on a dividend boom

Are investors looking at a dividend bonanza in 2021? According to Dr Don Hamson, portfolio manager of the Plato Australian Shares Income strategy, the drought may be coming to an end. According to the one of the leading active income

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Top performing funds receive ratings upgrades

It was another busy week for Australia’s rating agencies, both on a corporate and operational level. On the one hand, Australia Ratings Group was acquired by Foresight Analytics, something we covered here. More topical though, was the upgrade of a

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Is inflation all it’s cracked up to be?

The media coverage around inflation has bordered on obsessive in recent months, with predictions of a bond market apocalypse and rampant inflation sending markets into a tailspin. The reality, according to experienced bond manager Jamieson Coote Bonds, is a little

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Advice regulator on the front foot to begin 2021

The financial services regulator ASIC has ramped-up its legislative activity in 2021, following a 2020 dominated by pandemic support and leniency. Commenting to media in recent weeks, ASIC’s deputy chair Karen Chester flagged recent proceedings lodged against industry funds Rest

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