ASX powers ahead, lower bond yields, records broken at Premier (ASX:PMV) The ASX200 (ASX:XJO) delivered once again, pushing higher with falling bond yields and a finally weakening currency, which is now under 76 US cents. The much-anticipated release of the economic Purchasing Manager Index or PMI results, which offer an indicator of spending and investment intentions, hit…
Shane Hurst from ClearBridge Investments goes in-depth with Peter White from The Inside Network on when ESG is not merely a screen or an overlay.
ASX falls late, AGL (ASX:AGL) seeking battery approval, coal prices boosted by floods The ASX200 (ASX:XJO) fell into the close ending 0.1% lower, with the materials sector the biggest detractor falling 1.5%. The selling pressure came after one of the key Chinese smelting cities announced curbs on steelmaking operations as they seek to address environmental concerns. This sent…
Victor Rodriguez from CIP Asset Management shares insights with Peter White from The Inside Network on whether junk bonds are misunderstood.
ASX finished 0.7% higher, Crown (ASX:CWN) under offer, Fortescue (ASX:FMG) tanks The ASX200 (ASX:XJO) overcame a weak global lead to break a three day losing streak, adding 0.7% on Monday. Every sector was higher barring materials, with Fortescue Metals (ASX:FMG) dragging the sector lower, falling 4.3% on a further weakening of the iron ore price. Energy was by far the highlight,…
David Moberley from Paradice Investment Management goes in-depth on beyond investor emotion, short-term thinking and the P&L.
For some investors, raising the idea of investing in corporate private debt brings almost immediate questions about the risk of default, the security of the loan and even why a company would raise debt and not equity. Yet almost every day we make debt-like investments, a term deposit being the simplest, through which you are…
It’s commonly stated that career risk is among the biggest factors that drives the perceived under-performance of most active managers. The evidence suggests that as successful managers attract more capital and their remuneration increases, they tend to regress back to the benchmark. But why is this so? With success comes more assets under management and…
ASX sinks to first loss in a month, retailers powering ahead, materials weaker The ASX200 (ASX:XJO) finished the week on a negative note, falling 0.6%, delivering the first weekly loss in over a month, down 0.9%. It seems the number of divergent outcomes for 2021 is increasing by the day, with talk of an inflation spike, countered…
ASX continues to weaken, unemployment surprises, NZ nearing second recession The ASX200 (ASX:XJO) finished another 0.7% lower on Thursday, with every sector but miners and retailers falling. Amongst the biggest detractors were the Commonwealth Bank (ASX:CBA) and CSL Ltd (ASX:CSL), down 1.6% and 1.9% respectively. The sell-off came despite what appears to be great news for the economy; the unemployment rate…
