Markets

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…

In recent years there has been a large increase in the number of ESG-related investment products on the market, fuelled by increasing demand from consumers who are more aware of where they are investing their money. According to the Responsible Investment Association of Australia (RIAA), about 60% of Australia’s $3 billion-plus investment management market is…

Global asset manager Natixis Investment Managers recently released their latest Global Investor Survey. Undertaken with the support of CoreData Research, the ‘pulse check’ of global markets surveyed some 8,550 individual investors from around the world, 400 of which were located in Australia. Titled ‘The next normal’ the report asks the important question of whether investors…

It is clear that ESG is more than a buzzword; ESG considerations are influencing more investment decisions by the day, but many are naturally questioning what impact they are actually having. Real estate and other real assets have naturally been a focus of both the US government and European Union’s fiscal stimulus policies in response…

“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…

BetaShares and Investment Trends released their latest ETF Report, a quantitative study of the financial advice industry based on the responses of around 800 advisers. Whilst representing only a small portion of the industry, the results of the survey were enlightening. According to the survey, as many as 75% of the advisers that responded are…

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…

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…

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….

CIP Asset Management (CIPAM) has launched a wholesale version of its highly successful CIPAM Multi-Sector Private Lending Fund. The launch provides the opportunity for wholesale and sophisticated individual investors to access a truly unique offering. It’s another expansion into the non-institutional market after the launch of the multi-asset Credit Income Fund in 2020. CIPAM says…

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…

London-based fixed interest manager Colchester Global recently presented “Putting the income back into fixed income” to investors, focusing on the current state of traditional fixed income markets. Investment manager at Colchester, Martyn Simpson, explains why fixed income is topical, highlighting that “over the last decade, income has become a bit like the Scarlet Pimpernel. It’s…