Sort By
  • Newest

  • Newest

  • Oldest

  • Author Name

  • Author Name

  • Abbey Minogue

  • Adam Bronts

  • Alastair Reynolds

  • Andrew Lockhart

  • Angela Ashton

  • Annabelle Dickson

  • Bob Desmond

  • Brian L Kloss - Brandywine Global

  • Chad Hitzeman

  • Chris Tucker

  • Damien Klassen

  • Daniel Fitzgerald

  • Daniel Simmonds

  • David Chaplin

  • Dragana Timotijevic

  • Drew Meredith

  • Eleece Quilliam

  • Eleece Quilliam

  • Elizabeth Schmidt

  • Emanual Datt

  • Francyne Mu

  • Geff Gebler

  • Giselle Roux

  • Graeme Brant

  • Greg Bright

  • Gregory Mason

  • Ian Knox

  • Industry Expert

  • Ishan Dan

  • Jacquelyn Mann

  • James Dunn

  • Jaz Harrison

  • Jonathan Baird

  • Kanish Chugh

  • Kenneth Leech Kenneth Leech

  • Kevin Toohey

  • Kimora Diep

  • Kris Walesby

  • Lachlan Buur-Jensen

  • Lachlan Maddock

  • Michael Armitage

  • Mike LaBella

  • Mike Salvaris Fiona Stanley and Kate Lycett

  • Murray Partterson

  • Nick Langley

  • Nicki Bourlioufas

  • Owen Raszkiewicz

  • Patrick Kaser

  • Phil Strano Yarra Capital Management

  • Reece Birtles

  • Richard Holden

  • Royce Investment Partners

  • Sam Twidale

  • Staff Writer

  • Stefan Hansen

  • Stephen Dover

  • The Inside Adviser

  • Tim Boreham

  • Tom Schubert

  • Vishal Khanduja and Brian Ellis

  • Warren Gibson

  • Will Bayliss

  • Zehrid Osmani

  • All Categories

  • All Categories

  • Alternatives

  • Asset Allocation

  • Crypto

  • Defensive assets

  • Equities

  • ESG

  • Fixed Income

  • Growth assets

  • Property

What will another rate hike mean for markets?

This week marks the start of a fresh new year. ‘Out with the old, and in with the new’ is the old adage. Unfortunately, it’s not so straightforward with the Reserve Bank of Australia (RBA). Inflation remains stubborn, hovering around the 5.1 per cent mark, but there are fears are that it could very quickly…

Ishan Dan | 4th Jul 2022 | More
One in two advisers now embracing ESG

“Greenwashing” has once again been highlighted as the major challenge for the financial advice industry when it comes to embracing responsible and ethical investment options. This was among the major conclusions from Australian Ethical’s Investment Trends Report on ESG in the financial advice industry. Australian advisers are “embracing responsible investing as an opportunity to enhance…

Drew Meredith | 4th Jul 2022 | More
  • HMC Capital launches real-asset-focused alternative strategy

    High-conviction alternatives manager, HMC Capital (ASX:HMC), has announced the launch of its new HMC Capital Partners Fund 1, which will seek to invest in private and public businesses with real-asset backing. The fund uses a high-conviction and scalable real asset strategy to target public and private companies that have real assets attached to them, and…

    Ishan Dan | 4th Jul 2022 | More
    A closer look at the top inflation-linked strategies in 2022

    In a year marred by rising volatility, inflation, war and supply disruptions, sharemarkets fought a battle between positives and negatives which weighed on equities as investors rotated out of growth assets and into safety. The RBA is tipping GDP to grow by 4.25 per cent over 2022, and by 2 per cent over 2023. Inflation…

    Ishan Dan | 4th Jul 2022 | More
  • Geopolitics to trump inflation as biggest risk of 2023

    In a year shaped by geopolitical tensions, a pandemic, war, inflation and supply-chain disruptions, the number one threat perceived by the general public remains inflation. That’s according to McKinsey & Company’s Economic Conditions Outlook June 2022 survey, which found that inflation topped the list of perceived economic hazards in respondents’ home countries, while geopolitical conflicts…

    Ishan Dan | 4th Jul 2022 | More
    Global growth downgraded as Ukraine drags

    Morgan Stanley have released their note covering the 2022 Midyear Economic Outlook. Most major economies, including the U.S., Europe, the United Kingdom and China, are each tracking toward GDP growth that will be half that of 2021. On the downside, Russia is estimated to decline by 12% in 2022 in regard to GDP. It will…

    Ishan Dan | 30th Jun 2022 | More
    First Sentier Investors launches property fund with carbon focus

    Global investment manager, First Sentier Investors, has launched an ESG-friendly property fund which has a built-in carbon overlay feature that allows for the comprehensive measurement and reporting of carbon emissions on all the underlying assets. The fund has been accredited by the Responsible Investment Association of Australasia (RIAA). The fund’s carbon overlay works by analysing…

    Ishan Dan | 30th Jun 2022 | More
    Positioning portfolios for ‘fabled soft landing’

    While several weeks ago now, the threat of 75 basis point hikes is no longer in the future, it has and will likely happen more than once in 2022. Essentially, the Federal Reserve and other central banks, including the RBA, are tiptoeing the line of fighting inflation without sending the economy into recession. This was…

    Drew Meredith | 30th Jun 2022 | More
    Turbulence ahead

    After months of fretting about soaring inflation, markets are now fully in recession-fear mode. Yield curves are flattening, credit spreads are widening, and equities are slumping—traditional recession alerts. Meanwhile, captains of industry and finance are warning of impending “hurricanes,” “super bad feelings”—and possibly even worse. The proximate cause of the latest market selloffs was the…

    Stephen Dover | 30th Jun 2022 | More
  • Global asset portfolios to deliver 5% a year: BCA

    New research from BCA Consulting predicts Australian equities will outperform global equities over the next 10 to 15 years. The research house expects a global portfolio of 50 per cent equities, 30 per cent bonds, and 20 per cent alternatives to return 5.0 per cent a year in nominal terms over the next decade, lifting…

    Nicki Bourlioufas | 30th Jun 2022 | More
    Understanding development funds

    With inflation embedding itself back into the economy, the days of easy money have quickly become a thing of the past. Not only do central banks now need to take action on inflation, but investors must also change the way they invest to account for higher interest rates. And so, the rotation away from risk…

    Ishan Dan | 27th Jun 2022 | More
    Rethinking fixed income after the year from hell

    With both equity and traditional fixed-income investments having exhibited significantly more volatility than most expected, and unfortunately at the same time, understanding and redefining what constitutes a defensive asset is central to managing portfolios in the “new normal” of higher inflation and interest rates. The fixed-income sector is regularly assumed to be quite straightforward and…

    Staff Writer | 27th Jun 2022 | More
    1 2 3 61