-
Sort By
-
Newest
-
Newest
-
Oldest
-
All Categories
-
All Categories
-
Alternatives
-
Asset Allocation
-
Crypto
-
Defensive assets
-
Equities
-
ESG
-
ETF
-
Fixed Income
-
Growth assets
-
Private debt
-
Private Equity
-
Property
The Bank of Japan has been marching to a different beat than other central banks. While the Federal Reserve, ECB and Bank of England hurried to ramp up rates in a battle against inflation, a deflationary mist lingered over Japan. Until now…
Despite strong fundamentals for the chip king, Research Affiliates says investors are overplaying Nvidia as the ‘safe’ hand in the AI game.
Rapid economic and geopolitical changes have led to a new investment regime in the latter half of 2023, according to the BlackRock Investment Institute. Investors should look to be agile and ready to respond to key themes, with the end of the set-and-forget era key among them.
Edinburgh-based Dundas Global Investors sees dividend growth, rather than dividend income itself, as the key to long-term outperformance. The numbers bear out the wisdom of that approach.
Marketing ESG credentials could be greenwashing even if correctly disclosed, according to Zenith, but going “dark” on disclosure isn’t an option either.
Companies were largely able to pass cost increases on to the surprisingly resilient Australian consumer, allowing them to defend profit margins, while retail continued to defy analysts’ expectations of a downturn.
The energy transition is full of unknown unknowns, but there are still ways to get some certainty over returns as the world changes how it generates and distributes energy.
A confluence of challenges for small caps and technology stocks has led to a dearth of companies developing into IPO candidates in the last 18 months, but that hasn’t stopped private equity teams from working hard to build up their assets.
Brokerages raising their target price on Nvidia shares this month have pushed the median view to US$500, and analysts say that may be conservative. After an impressive earnings report, hedge funds and others are piling into the chip maker even as high bond yields threaten tech stocks.
There’s still ample opportunity for loans generate higher than historical average returns, with Invesco expecting outperformance over the next 6-12 months. And with a recession potentially on the horizon they come with downside protection included.
HMC has invested heavily in the hope that after 30 years of disappointing shareholders, Lendlease can reinvent itself by shedding non-core assets and recycling capital into its large scale urban projects.
Commentators warn that a new default cycle will strip the shine from private debt strategies, but not all managers have been “sitting on their hands”. And the dislocation in commercial real estate is creating new opportunities for savvy managers.