Like most assets classes, the property market moves in cycles and with that comes periods of boom and bust. Tim Johansen, Managing Director – Real Estate Finance at Qualitas, says the pull back in property markets is providing a necessary detox after a period of excess and exuberance. “When you have... Show More

Risk assets face an uncertain future as the Fed’s about-turn on monetary policy has left many investors wondering what’s next. However, according to Charlie Jamieson, Chief Investment Officer at Jamieson Coote Bonds, government bonds are well placed, with two clear pathways to a strong performance. On the one hand, a... Show More

When you invest in a business like AMP, nobody stops you in the street to tell you what a great investment it is. While the businesses that AMP run may not look very appealing, Simon Mawhinney, Chief Investment Officer at Allan Gray Australia, says it’s the price that you pay... Show More

Retail has seen more tech casualties than most sectors, however some investors are now seeing value emerging in ‘oversold’ names. However, Eileen Riley, Co-Portfolio Manager at US-based Loomis Sayles explains to us in this short video why she disagrees and won’t invest in traditional retail at all. She nominates the... Show More

Buffett’s famous “Rule 1” of investing is straightforward; don’t lose money. But 10 years into the current business cycle, with unemployment and interest rates at record lows, the window of opportunity for easy returns is closing. Amit Lodha, Portfolio Manager of the Fidelity Global Equities Fund, says that a focus... Show More

Market liquidity and company profits are the twin engines of a bull market. So with liquidity draining, will profit growth be enough to sustain the market? We asked David Poppenbeek from K2 Asset Management for his view on company profits in a recent discussion, and came away with reason for... Show More

A journey through the lower level of any department store around the world will show an investor the extraordinary disruption that has been laid bare by the likes of Sephora in the make-up retailing space. With stores being rolled out an incredible pace, brands such as Sephora and its parent... Show More

In this exclusive video, Eileen Riley, Co-Portfolio Manager at US-based Loomis Sayles articulates the opportunity available for investors when “the pace of change globally is faster than it has been in any point in recent history.” As well as bringing significant risk, the accelerating changes are bringing significant opportunities, which are... Show More

To establish a "pure property debt" listed investment trust amid all negative sentiment permeating the Australian property market would have many pundits scratching their heads – but that is exactly what Qualitas did successfully in the final quarter of 2018, raising $230 million. And appetite for commercial lending only looks... Show More

When the stars align, there is money on the table for investors in short selling – the process of selling high, then buying low. With the tide of central bank liquidity receding, David Poppenbeek from K2 Asset Management says it’s time to start judiciously growing the short book. You need deeper... Show More

Mining companies have traditionally traded at a discount to industrials due to the limited life of their assets. Amit Lodha, Portfolio Manager at the Fidelity Global Equities Fund, likens it to valuing a melting ice cube – here today, but gone tomorrow. Years ago, healthcare companies used to attract large... Show More

The lending practices of the major banks have come under pressure in the wake of the royal commission. It has proven to be a tailwind for an emerging breed of specialist property lenders that are taking market share from the big institutions. Tim Johansen, Managing Director of Real Estate Finance at... Show More

U.S. consumer confidence is high, unemployment is well below historical averages, while supply constraints mean that plenty of jobs are now within reach for many Americans. However, some forward indicators are showing signs of risks brewing on the horizon. Show More

Today’s macro backdrop of low rates, a weaker economy and lower local currency creates challenges for investors. However, Macquarie can perform in this environment says David Poppenbeek, Joint-CIO at K2 Asset Management in this exclusive interview. With 70% of its earnings from offshore, and the rate sensitive nature of its... Show More

Fidelity's Future Leaders Fund recently made history when it won Morningstar’s small-cap Aussie equities ‘Fund Manager of the Year’ award for the second consecutive year. Following this impressive win, we recently dropped in to chat with the fund’s Portfolio Manager, James Abela. In this wide-ranging discussion, James explains why he... Show More

Using shares to generate income is not getting any easier. Thankfully there are other options. In this short video interview, Michael Korber, Head of Credit and Fixed Income at Perpetual Investments explains the importance of optimising the defensive part of your portfolio. Show More

Short-term reactionary behaviour is to be expected within every earnings season, and February 2019 was no exception. But opportunities that went misinterpreted or unappreciated by the herd await patient investors willing to block out the noise and really take a look at a company’s fundamentals and growth prospects. Here, we... Show More

Growth stocks like Afterpay, Appen and Nearmap that are making waves offshore have been dominating the leader board. Meanwhile, domestic cyclicals have been struggling as deteriorating economic conditions weigh them down. How are investors supposed to invest in this dichotomy, in which growth stocks with overseas success look ever more... Show More

Protecting investor capital requires having a granular, bottom-up understanding of both company structure and the risks carried by its borrowers. Once this is achieved, Metrics Credit Partners can then negotiate terms in order to reduce its risk of loss. Andrew Lockhart, Partner at Metrics, explains how establishing appropriate controls, such... Show More

Private markets used to be just a stepping-stone to public markets, where the really serious capital was available. However, as Frederick Pollock, MD of US-based Grosvenor Capital Management points out, with bigger deals now possible privately, more companies are avoiding going public. Show More