Expert Insights

That's not a megatrend. THESE are megatrends. (And this is how to play them)

The word megatrend gets thrown around a lot, but to properly qualify it has to satisfy set criteria, says Kanish Chugh, Head of Distribution at ETF Securities. A...
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The asset classes to avoid as markets bubble away

In a time when markets continue to reach new highs, while bond markets continue to cascade lower, MLC Asset Management's Anthony Golowenko is adamant that "something's...
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How to find a Biotech winner

When is the perfect time to invest in a company, and how do you decide? Jumping in with an early-stage company that is burning with potential can bring enormous...
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This is how markets will put rate rises out of reach

The RBA has steadfastly maintained its intentions to keep the cash rate at its current level until 2024, even in the face of high property prices, rallying share...
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Can dividends be sustained under Delta?

They are officially back. The August reporting season re-opened the treasure chest of dividends, but are they destined to stay? Banks have announced record buybacks,...
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A booming sector with undervalued opportunities

Biotech is a booming sector currently worth US$755 billion and forecast to be triple that by 2028. This is all very well but what exactly is Biotech? It's about genes,...
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Could a policy error spell trouble for markets?

The biggest question on most investors’ minds in the first half of 2021 has been ‘will inflation be transitory or lasting?’ While the issue is far from settled, the...
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Spotting unscrupulous spruikers and other credit market potholes

March of 2020 put the blow torch on credit-related funds. When ‘defensive’ allocations needed to step up, some funds melted with investors unable to redeem units or...
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A new way to invest in sustainability

It's no secret that the dominant theme of the next decade is ESG. The world is going green and institutions globally are shifting their focus - all at once, so it...
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Taking a macro perspective on property

The year 2024 has been thrown around a lot lately. Why? It's the year the RBA has indicated that interest rates will begin to rise. Despite banks including CBA and...
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How much risk is your fund manager really taking?

A simple maxim in investing is that to generate a higher return you must take on more risk. This fundamental rule applies across asset classes, from equities through...
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An investment offering a balance between volatility and yield

The COVID-induced market crash of 2020 has rattled both new and experienced investors by underscoring the pitfalls of over-allocating to growth assets. For owners of...
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A 10% allocation that can increase returns over the long haul

In an era when large swathes of fiscal stimulus are flooding markets creating unpredictable outcomes, the prospect of inflation and a little stability goes a long way....
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Sell quickly and buy slowly

Outperforming a rising market is no mean feat. It has no costs, reinvests all dividends the moment they’re paid, and is 100% invested at all times. According to Marcus...
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"Stand on your own merit" proves to be a winning investment strategy

Every investment you make has some risk associated, but there's one asset class with returns that are high relative to the risk while delivering a stable source of...
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The thematic behind the next building boom

Across Australia, the built form is facing a resurgence. From developing vacant land to constructing big, shiny office towers, there is a huge market for credit to...
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Is a market crash coming?

Anyone who's been around markets for a while will have heard the adage that "it's not timing the market, but time in the market, implying that market timing is...
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Investing in upside potential

Sustainability means something different for everyone. For investors, you've probably heard the term being thrown around a lot recently as companies begin to...
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What's next for income and property

If 2020 was a wild year for equities, 2021 has been just as exciting for fixed income investors. In February, a sharp rise in bond yields and inflation expectations...
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Hopping on the trend that will change the world

You heard it here first - green is the new black. Every investor, young, old, male or female is beginning to understand that the next big investing theme is...
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One great way to play the Value rotation

A near-perfect environment for cyclical stocks will unfold over the next year, says L1 Capital’s co-CIO Mark Landau. Alongside depressed share prices and “roaring...
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A non-consensus view investors should be thinking about

Big business is back and that's a great thing for credit. Partially driven by stimulus, and partly by broader economic confidence, people are willing to spend again...
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How Marcus Padley analyses stocks

PE ratios, return on equity, net debt-to-equity. All these ratios and metrics are popular among investors, many have a favourite. But how much use are they really? Not...
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Releasing the pressure-valve on the investible universe

Inflation has emerged as the word on everyone's lips as economies reopen and stimulus continues to flow. But Jasmin Argyrou, portfolio manager and director at Credit...
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It's time to reconfigure your portfolio allocation

Whispers of inflation are consuming global markets. Is it coming? When can we expect it? How should we account for it? The reality is, inflationary pressures are...
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