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Printed: 02 April 2025 3:14 PM

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NEWS

Don't Worry About Beating the Market
8 Jun 2023 - Marcus Today
Individual investors can march to the beat of their own drum, giving them a significant advantage over professionals.
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Why I think tech and small caps could rally this year
7 Jun 2023 - Montgomery Investment Management
With inflation finally coming down, it looks like the U.S. Fed Reserve could soon stop lifting interest rates and start cutting, possibly as early as this year. That's great news for equity markets, which tend to rally when rates are...
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ESG Policy: The real-world impacts
6 Jun 2023 - Magellan Asset Management
Elisa Di Marco, Portfolio Manager - MFG Core International and Core ESG Fund, discusses ESG-linked government policies, the real-world impacts of these policies and the importance of proxy voting.
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Meta Platforms - AI Winner
5 Jun 2023 - Insync Fund Managers
Excluding China (where US social media companies are generally excluded) Meta Platforms Family of Apps are used monthly by a staggering 90% of the world's connected population. Meta has a long history of investing into AI. For...
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Are we still catching cold when America sneezes?
2 Jun 2023 - Pendal
Investors concerned about the banking crisis and recession fears in the US may be missing out on finding investment opportunities in other parts of the world.
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The maths of commercial real estate lending - April 2023
1 Jun 2023 - Challenger Investment Management
So much of financial analysis is comparative. We look for allegories; similar themes and narratives that could inform us about our current situation. In part due to the significant exposure of US regional banks to commercial...
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A fundamental change for AI?
31 May 2023 - Nikko Asset Management
Fast-evolving AI is becoming all-encompassing and moving rapidly up the s-curve It is said that artificial intelligence (AI) will revolutionise societies in a way fire transformed humanity in the prehistoric era. Akin to a spark...
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Glenmore Asset Management - Market Commentary
30 May 2023 - Glenmore Asset Management
Globally equity markets were mixed in April. In the US, the S&P 500 rose +1.5%, the Nasdaq was flat, whilst in the UK, the FTSE 100 rose +3.1%. In Australia, the ASX All Ordinaries Accumulation Index rose +1.8%. Top performing sectors were...
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Investment Perspectives: The housing market's turning - and not just in...
29 May 2023 - Quay Global Investors
A sequel to our recent Investment Perspectives, Is the Aussie residential market bottoming?, this article explores how residential markets have fared in the US, UK and Canada, and assesses the medium to long-term outlook for housing.
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The Rate Debate - Ep38 - Mixed signals from RBA creating market confusion
26 May 2023 - Yarra Capital Management
Hitting the economy with surprise after surprise, the RBA takes another fresh assault to tackle inflation head-on by taking the cash rate to 3.85%. Continued mixed signals from Australia's central bank are causing havoc within the domestic...
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Events Calendar

April 2025
Schroders | Good Yield Hunting
3 Apr 2025 11:30 AM to 12:15 PM

 Good Yield Hunting | Why fixed income is back in the crosshairs

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