Expert Insights

The 3 C’s of finding great fund managers

Buying high-quality businesses at reasonable prices and holding them for the long term is generally accepted to be the best approach for finding great stocks. But how...
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Multiple markets, more opportunity

Companies with truly global reach have a few key advantages in being able to tap international opportunities and minimise risk exposure, says BlackRock relationship...
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8-11% dividend yield... it's not impossible

In a recessionary world with low-interest rates, an investor’s ears might prick up at the mention of an 8-11% dividend yield. But investors would be even more...
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Sifting through the rubble: James Gerrish picks eleven stocks to rebuild in 2021

Low-interest rates, government stimulus and a post-COVID structural shift in equities will define markets in 2021 according to James Gerrish of Market Matters. As we...
BHP
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What should Australian portfolios look like in 2021?

The ‘average’ Australian portfolio in 2020 still looks remarkably similar to those of years, or even decades, earlier, says Anthony Murphy, Chief Executive Officer at...
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Active management is key to fixed income alpha

Smart active managers in high-grade credit can find and exploit bond mispricings to generate alpha (or capital gains) that is as big, if not bigger, than the yield...
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Why the office is not dead

When office spaces shut down globally in March, investors were quick to sell off office leasing spaces. But nine months down the track, the city is becoming slightly...
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Really bullish, there's more to go in the reflation rally

A powerful shift rocked markets as the maligned value index rallied 17% in November, leaving the growth index in its wake. The move ignited animal spirits of value...
ANN
MP1
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Healthcare and two more themes investors like right now

CSL is a darling of the Australian equity market and a poster child for investing in the healthcare sector. At one point in 2020, CSL became the most valuable company...
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Investing in the big picture

Clean energy and avoidance of fossil fuels are perhaps the first things that spring to mind when thinking about environmental, social and governance investing. And...
MQG
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Why ASX hybrids are likely to perform strongly

The major banks’ ASX hybrids are expected to perform strongly in the period ahead as their credit spreads compress back to pre-COVID levels and we move past a torrent...
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There's still opportunity in global REITs

With global lockdowns being reinstated, particularly in Europe, one would think that the global REIT market is one to avoid. But the opportunity in this space could be...
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How to play the next structural growth trend

Many Australian investors currently own Afterpay shares, or have at some stage been invested in the buy-now-pay-later giant. Its fantastic management, stellar business...
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Why Coolabah is painting a rosy picture for 2021

Ying Yi Ann Cheng, Portfolio Management Director at Coolabah Capital Investments, says the manager spent almost one billion dollars buying assets in March 2020 in...
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Investing in quality companies of the future

Investing in the future has become a priority for many investors. Slowly but surely, investors have become more conscious of environmental, social and governance...
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GM is about to surprise everyone

GM entered bankruptcy in 2009, suffering from decades of misguided management attempts to remain one of the largest auto companies in the world. This goal led to...
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6 stocks to hold for the long-term

The temptation to buy and sell stocks can be overwhelming during periods of market turmoil, as we’ve seen since COVID hit Australia’s shores in February. But Prime...
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Credit Suisse: How we're playing this sustainable rebound in China

Technology is the standout stock sector for the Credit Suisse multi-asset team, which favours the category despite its overarching neutral view on equities, says CIO...
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A reliable small cap that remains overlooked

Richard Ivers, portfolio manager at Prime Value Asset Management, says that investors get lured towards ‘new and shiny’ opportunities when looking at small caps. This...
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How to spot value in small caps

Limit your forecast period to between three and five years and don’t obsess about buying the highest returning stock, says Richard Ivers, portfolio manager of the...
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‘Solid demand’ for real estate nationally despite Melbourne softening

Australian residential real estate has come a long way since the dark days of March and April with Philip Ryan, Managing Director of Trilogy Funds, bullish on...
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2 stocks to balance your barbell

2020 has seen volatile markets globally. However as we head in to 2021, investors are beginning to think of how to position their portfolios for the post-COVID...
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The supertrend set to dominate markets

The pace of innovation in the modern world is now turbo-charged. In today’s internet age, groundbreaking innovations create global shifts. All markets are subject to...
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The elevator pitch for Otis

Otis Worldwide Corporation (NYSE:OTIS) is a leading developer of elevators and escalators that was spun off from American conglomerate United Technologies. Thomas...
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Have tech stocks lost their bite?

Facebook, Amazon, Apple, Microsoft and Alphabet – the five biggest companies on earth, collectively responsible for 23% of the US market. This is a staggering jump...
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