Equities

“Recession? Who knows? We’re not bearish, especially with our value style of investing. It’s bit of war like scenario. After the war’s over, we get inflation and that’s what we’re in.

Recent market events have shaken us all and, although the long-term investment outlook for emerging market equities remains positive, we thought it pertinent to revise our outlook in the shorter term.

China is a little ahead of the US in the current re-pricing of global equities. That, coupled with western geopolitical concerns, has presented a new round of opportunities.

Head of Australian Equities at T. Rowe Price, Randal Jenneke, has released a note to clients that conveys a somewhat cautious tone towards the Australian equity market.

Investment director at Capital Group, Matt Reynolds, outlines four uncertainties that are influencing equities markets at the moment.

AUSIEX, one of Australia’s leading wholesale brokerage firms, this week highlighted the growing popularity of ESG and sustainable investment trades.

“We spend the majority of our research time on understanding industries,” explained Catherine Allfrey, portfolio manager of Wavestone Capital, when presenting to leading financial advisers at The Inside Network’s Equities Symposium in Perth last month.

As with everywhere else on the globe where they’ve been introduced, exchange-traded funds (ETFs) have grown like crazy in Australia.

‘An era of structural inflation is upon us” explained Con Michalakis, head of investments at Statewide Super, speaking at The Inside Network’s Equities and Growth Assets Symposium, held recently in Adelaide for the first time. Challenged with setting the scene for the full-day discussion on equity and growth allocations, Michalakis drew upon his extensive experience…

“Have we really thought about the investment implications of a world in which inflation is persistent?” That was the question posed by Dr Joseph Lai of Ox Capital.

Absolute return or ‘market neutral’ equity strategies as they are widely known, may well be one of the most difficult approaches to understand for many advisers, but also to manage successfully over the long-term for portfolio managers.

Australian portfolios are not appropriately positioned for the risk and reward on offer from the multitude of asset classes and sectors available, contended Nick Cregan of Fairlight Asset Management.