Focus

Expert analysis of the most pressing issues facing investors, financial advisers and the economy in general. Expect thought leading content covering important macroeconomic themes, asset class analysis and deep-dives into individual sectors. The name says it all, uncovering alternative insights on traditional concepts and adding to your knowledge base.

Articles

Are P/E ratios a misleading indicator?

As it stands, the ASX’s November 2020 performance could be the best in over 50 years. It seems impossible when you consider the state of the “real” economy, which is effectively on government life-support following enforced economic lockdowns. Such has

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Alternative assets to hit $23 trillion by 2025

Assets in alternative investments are expected to grow by 9.8 per cent a year over the next five years, to hit US$17 trillion (A$23.4 trillion) by 2025, according to the latest research by Preqin, the global alternatives research and data

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A contrarian view on ESG

I’m often asked by clients and industry figures about Datt Capital’s position on ESG. For a number of reasons, I have difficulty giving a black-and-white answer. It’s fair to say that ESG, or its shorthand – ethical investing – has

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Overvalued, undervalued or fair value?

Crystal balls and fortune cookies Is history an investment guide, the rhyme not repeat version? Those that offer advice on asset allocation rely heavily on past data to support their view of future returns. At its simplest there is mean

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Blackmore Capital puts ESG in action

Environmental (E), Social (S), and Governance (G) analyses consider a multitude of issues within the E, S, G pillars. For example, MSCI, one of the mainstream ESG data and rating providers, scores companies using ten themes and 37 different factors

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Bottom-up stock selection more important than ever

In a recent podcast, Aidan Farrell, Director of Global Small Cap Equities at Eaton Vance discusses investment opportunities presented by the global small-cap sector for Australian investors. He highlights: The MSCI World Small Cap Index captures small cap representation across

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Pfizer’s Coronavirus vaccine – a closer look

A major milestone for Pfizer On 9 November 2020, Pfizer announced that its vaccine candidate, developed in collaboration with BioNTech, was more than 90 per cent effective in preventing COVID-19 in participants without evidence of prior SARS-CoV-2 infection in the

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When it comes to credit, experience pays

With advisers and investors faced with what appears to be zero-bound interest rates for at least the next three years, the already fast-growing alternative fixed interest (or ‘credit’) sector is sure to see more demand in the months ahead. The

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Retail investors smarter than you think

New retail investors entered the sharemarket in droves over the first six months of the pandemic’s impact. Contrary to widely held views, for the most part, on average, they did very well. Very well indeed. But one has to be

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