Growth assets

There has been no better time to buy Gold than now and that’s due to several reasons.

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.

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.

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.

There is a common belief among the investment community that infrastructure and other real assets are little more than a “bond proxy”.

The events in Russia and Ukraine offered a real time insight into the challenges facing ESG, ethical and sustainable investors around the world.

The United Nations has described the managers of global real estate assets as ‘one of the most important decision-making groups on Earth’.

Funds into thematic exchange traded funds (ETFs) have dried up this year as technology stocks get hit globally.

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.

Value investing has been the clear winner of the first third of 2022, with the tech-heavy Nasdaq leading losses in global sharemarkets.

March stands out as being one of the most difficult periods for investors in a generation. On the one hand, bond markets send fixed income to its worst return in more decades, and on the other, equity markets were sold off broadly on valuation concerns as bond yields ended a forty-year downward trend.