Equities

ETF Securities and 21Shares have confirmed the launch of Australia’s first Bitcoin and Ethereum exchange-traded funds (ETFs), allowing local investors to invest in both cryptocurrencies. According to a press announcement from ETF Securities, the leading ETF provider will launch two funds offering simple and cost-effective access to cryptocurrency investments. They are: ETFS 21Shares Bitcoin ETF…

‘A thief in the night’ was the title of Stephen Hayes’ session at last weeks’ Equities and Growth Assets Symposium hosted by The Inside Network. Tasked with confronting the most significant and pressing issue facing investors and asset allocators around the world, Hayes managed to summarise it quite simple ‘pricing power’ is what really matters….

“Where all men think alike, no one thinks very much.” – Walter Lippman This quote was the premise of one of Australia’s longest-standing investment managers, Paul Moore, when presenting at the industry-leading Inside Network Equities and Growth Assets Symposium this month. Commenting on the seemingly never-ending and ubiquitous “groupthink” that pervades investment markets, he suggests…

Magellan’s investment in fast growing fintech FinClear is becoming more prescient by the day, with the company this week announcing they will shortly be rolling out a share registry dedicated to private companies. In 2021, the group took over third party clearing house Pershing, which took their technology-driven platform to adminstering some $130 billion in…

MSCI has recently examined how different equity factors have performed since Russia’s invasion of Ukraine and found that stocks related to oil rallied alongside others that were metal-related. In terms of the broader economic environment, the value factor is expected to outperform in this period of rising inflation. Russia’s invasion of Ukraine in the first quarter…

“It’s not about forecasting if it is going to rain, one should always carry an umbrella” explained Hugh Selby-Smith when discussing the ‘system challenge’ facing investment advisers as we move deeper into 2022. Speaking at The Inside Network’s Equities and Growth Assets Symposium in Sydney, Selby-Smith delivered a wide-ranging, thought-provoking presentation on the significant challenge…

To understand where the global economy stands today, we must look to the past and most importantly back to the business cycle, explained Irene Tunkel, Chief US Equity Strategist at BCA Research. Speaking at The Inside Network’s Equities and Growth Assets Symposium last week, Tunkel highlighted the unique challenges facing every investor in the world….

Supply chain pressures highlight the important role and economic value created by companies working to make our infrastructure more efficient. As we review the daily headlines chronicling the tug-of-war between inflation and interest rates, we are reminded what a difficult job macroeconomic investors have and how grateful we are to be fundamental investors. For as…

The growing popularity of ESG-themed strategies by fund managers is no doubt a positive for the globe, but the “proliferation of product” is muddying the waters of sustainability and green-themed investments. This was the core message delivered by Australian Ethical’s head of domestic equities, Mike Murray, when presenting at The Inside Network’s Equities and Growth…

Markets are poised for more damage after a remarkable bull run, and Orbis Australia believes now is the time when contrarianism will prove its worth. “It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness,” famously wrote Charles Dickens in “A…

Speaking at the Inside Network’s Equities and Growth Assets Symposium, the only conference dedicated to this important asset class, co-portfolio manager of the Franklin Global Growth Fund, Francyne Mu said the time was right for investors to start “flipping the script and look beyond the usual suspects” in resetting their equity allocations.   No surprise…

With media news and headlines dominated by the deepening crisis in Ukraine, this year’s interim earnings season was dealt an additional driver. All in all, though, it was a relatively good reporting season, with companies cashed-up and the majority recording a profit, with about 67 per cent of companies lifting profits. According to specialist equities…