us market – The Inside Adviser

Global credit set for cyclical recovery

December 9, 2020 by Contributor

Global credit will see a cyclical recovery in 2021 This year has certainly been one for the record books, leaving many to speculate what 2021 may bring. Given the expectations...

Managers prepare for market shift

November 15, 2020 by Greg Bright

While the big tech stocks have driven global as well as US share market growth for several years, questions are emerging about how long this will last; and where do...

Thinking forward: Three ASX biotech stars

November 5, 2020 by James Dunn

And still they keep coming - here's the fourth instalment of our series on the fascinating ASX cohort of medical device developers. As always, don't let the impressive sexiness of...

For investing, as in racing, always hedge your bets

November 4, 2020 by Giselle Roux

There have been plenty of reasons to visit a bookie recently, given the Melbourne Cup Carnival and the US election. Financial commentators provide a rather dull set of probabilities on...

Water utilities – dull but dependable?

October 15, 2020 by Contributor

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,...

Hamish Douglass pours oil on troubled waters

October 15, 2020 by Greg Bright

Hamish Douglass, the CIO of Magellan Financial Group, who oversees the largest Australian-owned global funds manager and is the current darling of both the wholesale and retail investor sectors, is...

Market update; ASX struggles higher

October 6, 2020 by Drew Meredith

ASX struggles higher, rates on hold, giant gold merger, US stocks fall The ASX 200 (ASX:XJO) struggled to a 0.3% gain on Tuesday, the energy, +2.3%, and materials sector, +1.1%,...

Can Trump pull a Bradbury?

October 4, 2020 by Drew Meredith

Before last week's positive COVID-19 test, there was little doubt President Trump was on the comeback trail. Amid signs of an economic recovery, positivity around hopes for a vaccine, and...

Can you be converted?

October 1, 2020 by Staff Writer

There is a US$550 billion ($764 billion) market that is rarely considered by Australian investors. Convertible bonds (CBs) are barely used locally, while in the US and Europe these are...

Winning in a “K-Shaped” Recovery

September 28, 2020 by Staff Writer

The S&P 500 Index reached a historic high on February 19th of this year, only to break that record less than six months later. On its face this sounds reasonable,...

Stonehorn: fear = opportunity

September 24, 2020 by Contributor

They say that the first year of a new business is the hardest. Although there were moments when it felt like it might be, it hasn't turned out that way...