Investment
Growth asset coverage for advisers, including domestic and global equities, emerging markets, and high-conviction strategies.
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Blackmore Capital has sold two positions to partially fund two new stocks
Blackmore Capital’s chief investment officer (CIO), Marcus Bogdan, provided a rundown on sectors that look attractive following the January sell-off....
Janus Henderson launches Decarbonisation Index
At the COP 26 UN Climate Change meeting in Glasgow last November 2021, parties came together to accelerate action towards the goals of the Paris Agreement and...
'Optimism and opportunity' for Aussie equities in 2022
“Optimism and opportunity” are the best way to describe the outlook for the Australian equity market in 2022 according to Reece Birtles, of Martin...
Performance dispersion expands amid growth sell off
The second half of 2021 has produced a mixed bag of results for global growth equity funds. A mass rotation away from China and high bond rates impacting...
Value rally slows despite 'perfect' conditions
On the whole, value funds underperformed growth despite some volatility in October. Global equities managed to resume their upward trajectory in October and...
Ausbil tips Global Small caps as the asset class set to outperform
Global small caps have typically been an avoid for investors during a market downturn or volatile times. Usually this asset class does well during an economic...
Bell launches sustainable equity strategy
Melbourne-based global equity manager, Bell Asset Management, best known for its small and mid-cap equity strategies, has a launched a new...
EM, small-caps tipped to top return leader board
The team at Evergreen Consultants has released cutting-edge research that reveals the direction markets will take with higher inflation. The 2021 issue of...
'It's never been a better environment to start shorting stocks'
“It’s never been a better environment to start shorting stocks,” says Ray David, portfolio manager for the Schroder Australian Equity Long...
It pays to be green as responsible investment Australian equity funds outperform
“It pays to be green,” was once a premature conclusion, but now that conclusion couldn’t be any closer to the truth. According to Evergreen...
Leading ethical manager backs Nuix, adds water exposure
Australia’s longest standing responsible investment manager, Australian Ethical, has continued to sustain the top quartile performance of their...