Expert Insights

Sustainable investing goes hand-in-hand with performance — and financial resilience

Investors don't need to worry that using sustainable strategies will cost them money, says Blackrock investment specialist Blair Hannon "There is certainly a common...
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How to spot the next multi-bagger microcap

The lightning bolt of Afterpay might never strike again, but that shouldn't stop investors from seeking less dramatic multi-bagger businesses, says Merewether Capital...
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Australia set to mimic US retail rebound as shoppers cut down on clicking

The rebound in bricks-and-mortar retail in the US could be on its way here as stir-crazy shoppers put down their iPads and make the most of their newfound freedoms,...
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Why ESG is where the smart money is heading

The trillions of dollars being spent every year on global sustainability will be one of the biggest factors driving investment returns for the next decade says...
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Here for the stayers, not the players

For a 10-15 portfolio, it pays to be disciplined on the screening process. But how do you know which stocks to include? For Claremont Global, screening those companies...
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Where Credit Suisse is investing in 2022

Wealth manager Credit Suisse has dubbed 2022 the "great transition", as the world begins to see a future beyond COVID-19, and as global growth and inflation continue...
Ally Selby
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The small caps bringing top quality for the long haul

Adding exposure to smaller companies in any portfolio brings a certain amount of risk, but as Justin Woerner from Elston Asset Management points out, some additional...
AD8
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Buyers and sellers — and VGI — flock to Japan's leading marketplace

Japan's leading platform for trading used goods, Mercari, has grabbed the attention of the investment team at VGI Partners, who have placed it among their top 10...
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Two household names to delight investors with their earnings streams

It's not earnings that drive share prices but surprises in earnings, says Alphinity Investment Management's Jeff Thomson. "It's that surprise in earnings, where...
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The right way to get investors a long term return they can trust

Environmental, social and governance issues are now well and truly part of the investment mainstream. For BlackRock, a fund manager with about US$9.5 trillion in...
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Building a portfolio one stock at a time

It’s easy to get bogged down in current market dynamics when a lot of energy is expended on predictions, but Bob Desmond, Portfolio Manager of the Claremont Global...
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Three outstanding consumer staple stocks

The contrasting worlds of cryptocurrencies (red-hot and risky) and consumer staples (lagging in the wake of the pandemic) are preoccupations of the Alphinity team at...
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The fastest-growing segment in the ETF space

Inflows into environmental, social and governance investments have exploded over the last few years, and no one has seen this more clearly than the managers at...
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Where to invest if inflation takes off

Given all the bad press it’s copped recently, it might be surprising to learn that inflation isn’t something all investors must fear. Particularly if you hold equities...
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Emerging market growth without the regulatory headache

Rising levels of education, entrepreneurship and wealth in Asia’s female population has fueled demand for luxury goods such as watches and jewellery. In the following...
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Forget the fads – the keys to high conviction investing

The big investment themes of ‘best value’ or ‘high growth’ can overshadow the immediate point of concentrated investing - to make gains over time. Bob Desmond,...
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The one thing that could cause market Armageddon

Say what you will about the film, but I thoroughly enjoyed 1998-smash Armageddon. For those who haven't seen it, NASA agents discover a large asteroid is set to hit...
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The one thing that could stop the house price party

Everyone loves a house party until the punch bowl is taken away and the lights are turned on. In this video, Lucerne Investment Partners' Michael Houghton explains why...
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A dominant healthcare player with multiple growth avenues

Explosive growth in Asia’s middle-class is a structural trend offering compelling investment ideas. Shannon McConaghy, of VGI Partners, says over 1.5 billion people...
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The battle of the big caps

Australia's large caps, energised by cheap debt and ultra-accommodative fiscal policies, stormed through the pandemic and beyond. The S&P/ASX 200 hit an all-time high...
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Ally Selby
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Just how pricey are Aussie tech stocks?

The short answer is “very”. In the following interview, Dr Philipp Hofflin from Lazard Asset Management points to a tech wreck to demonstrate why a pullback in Aussie...
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VGI finds fertile ground in Asia's structural growth story

As Asia looks to add 1.5 billion people to its middle class over the next decade, there is an incredible opportunity for that group to influence which brands offer the...
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There's more to investing than equities, bonds, and property

There's a world of investments outside the traditional categories of equities, bonds and property, says Lucerne Investment Partners' Michael Houghton. An example of a...
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The coming tide will test investors

A classic Buffett-ism is "Only when the tide goes out do you discover who's been swimming naked". And with inflation well and truly present in global economies, Lazard...
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If you're sick of low-interest rates, this is for you

SMSFs, mum and dad investors, and retirees: If you're sick of low interest rates, gather around.  "Your term deposits - the rate of return on those investments - has...
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