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A starter for yen: Ruffer

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…

Jasmine Yeo | 14th Sep 2023 | More
Bubble warning: why Nvidia might be ‘too big to succeed’

Despite strong fundamentals for the chip king, Research Affiliates says investors are overplaying Nvidia as the ‘safe’ hand in the AI game.

David Chaplin | 11th Sep 2023 | More
  • Opportunity awaits agile investors in ‘new regime’: BlackRock

    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.

    Lisa Uhlman | 11th Sep 2023 | More
    In the shadow of Edinburgh Castle, reinvestment is the Rock of Ages

    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.

    James Dunn | 4th Sep 2023 | More
  • Managers need to look beyond ‘knee jerk’ greenhushing: Zenith

    Marketing ESG credentials could be greenwashing even if correctly disclosed, according to Zenith, but going “dark” on disclosure isn’t an option either.

    Staff Writer | 4th Sep 2023 | More
    Consumer discretionary strength drives upbeat reporting season

    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.

    Nicki Bourlioufas | 4th Sep 2023 | More
    A clear bridge to energy transition exists, with listed infrastructure key

    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.

    Staff Writer | 31st Aug 2023 | More
    IPO market may be ‘dead’, but PE purveyors quietly making moves to build up runway

    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.

    Staff Writer | 31st Aug 2023 | More
    Despite looming tech fears, some say sky’s the limit for Nvidia

    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.

    Nicki Bourlioufas | 28th Aug 2023 | More
  • Why Invesco thinks now is the time for senior secured loans

    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.

    Staff Writer | 22nd Aug 2023 | More
    HMC Capital envisions rebuild for ‘underperforming’ icon, Lendlease (ASX:LLC)

    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.

    Tahn Sharpe | 17th Aug 2023 | More
    Private debt providers well positioned for ‘mother of all default cycles’: Revolution

    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.

    Lachlan Maddock | 17th Aug 2023 | More
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