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Best close since COVID as ASX rises 0.6%

ASX hits new high, value rotation continues, car sales spike The ASX200 finished another 0.6% higher on Wednesday, reaching the highest point since February last year but still some way off the all-time high of 7,199 points. Once again it was the energy and materials sectors boosting the market as a flood of more positive economic news…

The Inside Adviser | 7th Apr 2021 | More
Will 2021 be the year for infrastructure?

Let’s get real The financial chatter box is overflowing on bond movements and the potential impact on valuation of risk assets. Inevitably the long-duration equities are front of mind. Most are focused on the FAGAM (Facebook, Amazon, Google, Apple, Microsoft) or other similar stocks where the valuation is considered to reflect long-term thematic growth. On…

Giselle Roux | 9th Mar 2021 | More
Taking a ‘whole of Asia’ view in the booming small-cap universe

One of the more impressive funds that The Inside Network has come across in recent years is the PineBridge Asia ex Japan Small Cap Equity Fund, which taps into the “long tail” of Asian exposure – the region’s small caps.  Of course, what is a “small-cap” is in the eye of the beholder: PineBridge defines…

James Dunn | 9th Dec 2020 | More
  • The power of long-short in a pandemic market

    Long-short strategies, which involve giving a fund manager the flexibility to profit when share prices rise or fall, were gaining traction before the pandemic. The trend has continued to accelerate since, but they remain an under-represented part of most investor portfolios. Whether due to a lack of understanding or perceived higher risk, heightened equity market…

    The Inside Adviser | 30th Nov 2020 | More
    The winning formula

    In a year when a global pandemic, recession and record-low interest rates took centre stage, a growing number of specialist managers, including many high-profile names, failed to beat the market last financial year. Yet with market dispersion continuing to grow, active management has never been more valuable. The first quarter of 2020 saw an unprecedented…

    Ishan Dan | 30th Nov 2020 | More
    Beyond the horizon – listed infrastructure in a mid-pandemic economy

    2020 will go down as a wild ride in the markets for a multitude of reasons. Heightened volatility and drawdown events have put capital preservation, absolute return, and downside management back in focus. Global infrastructure & utility stocks have been front and centre of that volatility – and a new product to launch next month…

    The Inside Adviser | 13th Nov 2020 | More
  • China ramps up its campaign for self-sufficiency

    Australia is facing yet another round of export bans after Chinese authorities knocked back tonnes of lobsters, timber from Queensland, and barley from a second grain grower. Without warning, paid goods that had arrived at ports were sent back in what is known as a ‘soft ban’ that falls outside of current trade agreements. Authorities…

    Ishan Dan | 9th Nov 2020 | More
    The time is right for an infrastructure boom, but who will win?

    Long-short strategies, which involve giving a fund manager the flexibility to profit when share prices rise or fall, were gaining traction before the pandemic. The trend has continued to accelerate since, but they remain an underrepresented part of most investor portfolios. Whether due to a lack of understanding or perceived higher risk, heightened equity market…

    The Inside Adviser | 5th Nov 2020 | More
  • Water utilities – dull but dependable?

    I want to discuss a water utility, which may sound as dull as dishwater – but we global real assets investors have never been averse to safe, predictable, and yes, boring companies. The type of company that pays a dividend that is as dependable as a birthday cheque from Grandma. We have specialist in-house capability…

    Contributor | 15th Oct 2020 | More
    AMP on Listed Infrastructure

    Notwithstanding the political and superannuation industry talk of an infrastructure-led economic recovery in Australia, and elsewhere, the listed infrastructure sector has been looking decidedly unloved of late. And much of the sector’s underperformance against the broader market this year has not been justified in terms of company earnings. Guiseppe Corona, the London-based head of global…

    Greg Bright | 24th Sep 2020 | More