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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
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
  • The role of gold in portfolios as rates increase

    In one word yes. There has been no better time to buy Gold than now and that’s due to several reasons. Firstly, gold is trading at a discount to its all-time high of $2,788.77/oz, hit in March 2022 on the back of war in Ukraine and rising global inflation. At today’s prices Gold is trading…

    Ishan Dan | 16th Jun 2022 | More
    Headwinds and tailwinds – beneficiaries of new EM landscape

    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. Against the backdrop of new developments and ongoing trends, we highlight some of the sectors we think will face headwinds and those which may…

    Alastair Reynolds | 16th Jun 2022 | More
  • EV, media and cyclical tech among Capital’s top tilts

    Investment director at Capital Group, Matt Reynolds, outlines four uncertainties that are influencing equities markets at the moment. The first is the supply-side-induced inflation; the second is the aggressive monetary tightening to combat it over time, the third is the longer-term effects of the China zero-Covid policy lockdowns; and finally, the eventual outcome of the…

    Ishan Dan | 9th Jun 2022 | More
    “Green” trading evident in broker volumes

    AUSIEX, one of Australia’s leading wholesale brokerage firms, this week highlighted the growing popularity of ESG and sustainable investment trades. Having executed some $55 billion of transactions in the financial year to date, the group is in a unique position to understand how and who is “putting their money to work” in line with their…

    Drew Meredith | 2nd Jun 2022 | More
    Global funds drive capital flows in 2022

    It’s been two years since Covid-19 reared its ugly head, sweeping fear and panic across global markets and forcing central banks to release massive amounts of stimulus to safeguard against any further deterioration. We are only just starting to see some of the knock-on effects caused by the pandemic, such as inflation and supply-chain disruptions….

    Ishan Dan | 30th May 2022 | More
    Infrastructure is ‘not just a bond proxy’

    There is a common belief among the investment community that infrastructure and other real assets are little more than a “bond proxy.” Speaking at The Inside Network’s Equities Symposium in Adelaide recently, Jonathan Reyes, portfolio manager of the Ausbil Global Essential Infrastructure Fund, explained why this is a misperception. The simplest explanation, of course, comes…

    Staff Writer | 30th May 2022 | More
    Active management preferred for ESG allocations

    The events in Russia and Ukraine offered a real time insight into the challenges facing ESG, ethical and sustainable investors around the world. Whether you were a fiduciary investor like a pension fund, fund manager or individual investor, the binary nature of ESG scores and ratings made for some difficult conversations and investment decisions. The…

    Ishan Dan | 23rd May 2022 | More
  • Innovative approaches open real assets to the masses

    The United Nations has described the managers of global real estate assets as ‘one of the most important decision-making groups on Earth’. Whilst originally referring to the implications that property investment and capital flows can have on the environment and the economy, the comments have additional meaning amid a surge in inflation around the world….

    Staff Writer | 23rd May 2022 | More
    Thematic ETFs drop like hot cakes

    Funds into thematic exchange traded funds (ETFs) have dried up this year as technology stocks get hit globally. Investors are being warned to check the soundness of any fund’s theme, along with the fees charged, which often sit higher than those on vanilla ETFs. Thematic ETFs identify long-term structural trends which enable investors to bet on…

    Nicki Bourlioufas | 23rd May 2022 | More
    From Covid to conflict, the issues set to drive markets

    From Covid to conflict, all it took was just a few weeks for the market to shift its attention to the unfolding crisis in Ukraine and away from the pandemic. The crisis disrupted supply chains and triggered record-high inflation which forced central bankers to raise rates to contain the rise. What came next, was a…

    Ishan Dan | 19th May 2022 | More
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