Reading time: 4 minutes
Ethical investing is no longer a niche area. In the last few years, there has been a significant increase in interest in the space as investors look to drive change with their investment dollars. Total assets under management in sustainable investment funds have doubled over the past four years to around USD 3.6tn¹.

Read more

Reading time: 2 minutes
Over the long term, ‘high-quality’ companies have tended to outperform the more cyclically exposed areas of the market as investors have searched for companies with lower debt, more consistent earnings and stronger profitability, offering dependable, secular growth in a low-growth world.
This is visible when comparing historical returns of an index of high-quality global companies to the broad global market over the past decade.

Read more

Reading time: 2 minute
Eurasia Group (a world leader in political risk analysis), published their Top Risks of 2021 report on 4 January.
In their view, 2021 will overwhelmingly be about economic responses to Covid-19’s lingering effects (debt burdens and misaligned politics), even as vaccines are rolled out and the actual healthcare emergency fades.

Read more

Reading time: 2 minutes
The release of Apple’s new iPhone 12 and a recent change in the laws in India have combined to result in a potentially rewarding opportunity for the tech giant.
Apple is a significant holding in the portfolio of the BetaShares NASDAQ 100 ETF (NDQ),

Read more

Reading time: 5 mins
As the longest bull market in history has come to an end, the phrase ‘unprecedented times’ arguably has become a cliché. Whilst admittedly there would be few of us alive to have witnessed an event-driven correction of this magnitude, from an economic standpoint we may be on familiar ground.

Read more

Reading time: 5 mins
Investors have flocked to ETFs due to their liquidity, transparency and the ease of access to different markets and asset classes.
For investors considering entering the ETF market for the first time, it is important to understand the structure and how they are brought to market.

Read more

Reading time: 3 min
Earlier this month Symantec Corp., possibly the best-known name in cybersecurity, completed the sale of its Enterprise cybersecurity business, and the rights to the Symantec name, to Broadcom Inc. Symantec Corp., which makes Norton Antivirus, kept its consumer business but has rebranded as part of the deal,

Read more

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.

Read more

While the majority of Australian investors’ portfolios tend to be very equity-heavy, in the current economic environment there may be a case for diversifying across asset classes and increasing commodities exposure. This article looks at four of the key factors supporting a bullish view on commodities in the near-term.
1.

Read more

Japanese Prime Minister Shinzo Abe recently called an early snap election, resulting in a resounding win for his party (the Liberal Democratic Party). Abe’s party now holds a two thirds majority, thereby establishing an extremely stable government, allowing for continuity and a continued focus on economic policy.
Aside from maintaining ultra-loose monetary policy through ‘Abenomics’ (confirmed in the Bank of Japan’s most recent meeting),

Read more