We’re pleased to be associated, once again, with the 2018 ASX Investor Day series to be held in Sydney, Brisbane and Melbourne during November. This is an opportunity to attend and hear from a carefully curated panel of investment experts who will share their wealth of knowledge on the topics that matter to you. Peter
The recent pull back in global equity markets has tended to fall most heavily on growth orientated stocks, which have also run the hardest in recent years. Given the maturing global equity bull market, this suggests it might be opportune to consider a tilt towards more value orientated stocks, as is possible through fundamentally-weighted indexing
ETF industry now larger than 80+ year old LIC market The Australian ETF industry passed another milestone in September, becoming the most popular structure for ASX-traded managed investments with total funds under management in ASX-traded ETFs exceeding the significantly more established Listed Investment Company (LIC) market. Read on for details of the month in ETFs.
Chatting to advisers and investors every day, a common question I get asked is “where is the money going in ETF-land?” or “what type of ETF exposure is receiving the most amount of flows?”. I thought I would answer that question with a short post on the topic. And the answer – a lot of
The recent surge in US bonds yields has caught the attention of investors worldwide and forced a re-think over the equity outlook. This note suggests, however, that higher rates need not kill the bull market anytime soon, provided corporate earnings remain upbeat and inflation contained. Market comes around to the Fed’s thinking As evident in
Ask almost anyone young or old in the western world if they are familiar with Amazon, Google, or Facebook and you would most likely get a resounding “yes!” However, if I were to ask those same people if they were familiar with Tencent, the answer would probably be “Ten who?” So, who exactly is Tencent
Reasonable valuations and good earnings outlook should assist global equities in the face of higher rates. While technology remains dominant in global markets, Japanese equities enjoyed a standout performance in September. Australian equities eased back during the month, even though forward earnings ticked a little higher – as a lift in bond yields helped push
Although American based tech giants – such as Google, Facebook and Amazon – are already household names, it may surprise some investors to know that Asia has technologically leapfrogged the U.S. in several respects and has many successful tech megastars of its own. As this note will demonstrate, these Asian tech tigers – exposure to
Australian investors have likely recently felt the effects of market volatility, which has put downward pressure on many large cap Australian companies that offer relatively high yields. For investors with a concentrated single stock portfolio, this recent performance trend highlights the danger of relying on a small number of high yield stocks for retirement portfolios.
Thanks to rapid technological advances, the global robotics and artificial intelligence (A.I.) sectors stand poised to significantly boost global economic productivity and redress worker shortages caused by population ageing over coming decades. As this note will demonstrate, moreover, the robot revolution also offers the growth potential to reward investors who tap into this emerging global