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Successful growth investing demands clear focus

How difficult is it to be a successful growth manager in today’s turbulent markets? Let’s hear from Francyne Mu, a portfolio manager of the Franklin Global Growth Fund. Growth stocks have driven global equity markets higher over the past few years, but greater volatility in early 2021 may suggest that growth investors face a more challenging…
Staff Writer | 19th Jul 2021 | More
Pandemic shift turns ‘temporary’ into structural growth

The value renaissance has been the topic du jour in the financial press since the vaccine-led recovery began in November 2020. After decades of underperformance, a short but powerful rally has taken some of the ‘lustre’ off growth stocks, says Francyne Mu, portfolio manager of the Franklin Global Growth Fund. The Global Growth strategy, which…
The Inside Adviser | 15th Jul 2021 | More
    • China’s Communist Party turns 100: So what?

    “Single-party rule can bring economic success. Communism cannot,” suggests Matt Gertken, vice-president of geopolitical strategy at BCA Research. Speaking on a recently published and challenging research piece on the 100-year anniversary of the Communist Party of China, Gertken highlights the growing risks in the region and offers comparisons to the successes and failures of the…
    Ishan Dan | 12th Jul 2021 | More
    ASX rallies 0.9% on tech, BNPL, health gains

    Strong day for the ASX, private equity buys into Challenger, NSW lockdowns continue  Every sector barring energy and industrials finished higher on Wednesday, with the ASX 200 jumping 0.9%. Buy now pay later groups were among the top performers, with Zip Co Ltd (ASX: Z1P) and Afterpay Ltd (ASX: APT) adding 6.5% and 4.5%, respectively. Challenger Financial Group (ASX: CGF) was the…
    The Inside Adviser | 7th Jul 2021 | More
    • ASX sags 0.7% as RBA starts road to tightening

    ASX sinks, RBA’s taper tantrum, Lew hits Myer again The ASX 200 (ASX: XJO) closed around its lows on a busy Tuesday with the long-awaited monetary policy decision released at 2pm sending the market into negative territory. Every sector barring energy, which is benefitting from an OPEC impasse, finished lower with bond proxies including communications and healthcare…
    The Inside Adviser | 6th Jul 2021 | More
    ASX flat, Sydney Airport up 34% to 17-month high

    US Independence Day, mixed fortunes on the ASX, Sydney Airport takeover bid It was a rough start to the week for the ASX 200 (ASX: XJO) which opened as much as 1% higher before finishing broadly flat. Most sectors closed lower, IT and retailers were down around 1% with no overseas lead due to the US Independence Day holiday….
    The Inside Adviser | 5th Jul 2021 | More
    Looking for exposure to the booming semi-conductor sector?

    Not a day goes by that we don’t hear about the massive semiconductor shortage created by the pandemic. Supply chains around the world which span Europe, Asia the US and most importantly Taiwan are struggling to come to terms with a massive surge in demand for computer chips at a time when the ramp up…
    Drew Meredith | 5th Jul 2021 | More
    Tumultuous week for ASX ends even-stevens

    Positive finish to the week, Seven gets serious on Boral, property lending spikes The ASX 200 (ASX: XJO) finished the week on a positive note, adding 0.5% behind a rally from the energy (+1.6%) and industrial (+1.2%) sectors. The dogs of last financial year were the biggest contributors on Friday, with Nuix Ltd (ASX: NXL) and A2 Milk Company Ltd (ASX:…
    The Inside Adviser | 4th Jul 2021 | More
    ASX pauses for breath as new fiscal year kicks off

    Happy new year, markets fall as gold shines, retailers under pressure, PEXA lists The ASX 200 (ASX: XJO) finished the first day of trading in the new financial year on a weaker footing, losing 0.7% with every sector apart from materials finishing lower. The consumer staples and discretionary sectors were the hardest hit, falling 1.3% and 1.2%…
    The Inside Adviser | 1st Jul 2021 | More
    • Advisers take a fresh look at emerging markets

    A confluence of largely unrelated trends is prompting advisers to rethink their former reticence about emerging markets for all but their better-heeled clients. They are taking a whole-world approach. According to Jorden Brown, Capital Group’s Sydney-based managing director in charge of financial intermediaries, advisers have long accepted the investment fundamentals of emerging markets (EM), such…
    Greg Bright | 1st Jul 2021 | More
    ‘Rampant speculative activity’ coming to an end – Bell AM

    Inflation and rate rises are back on the table it seems, after this week’s US Federal Reserve Board meeting, Chairman Jerome Powell indicated that rate hikes could come in 2023, but no mention of when scaling back of bond buying would begin. His comments took markets by surprise signalling a change in policy sooner than…
    Ishan Dan | 24th Jun 2021 | More
    Five ETFs that have shot the lights out

    In a world of new asset classes, automation and sustainable earnings, there’s no better way to diversify than through exchange traded funds. ETFs come in different shapes and sizes including, shares or bonds, domestic or international, small cap or large cap, hedged or unhedged. ETFs are growing in popularity. According to BetaShares, the ETF market…
    Ishan Dan | 21st Jun 2021 | More
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