Expert Insights

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...
APT
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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...
BAP
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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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Immigration looms as a powerful tailwind for property

While residential property prices are traditionally underpinned by interest rates, unemployment and immigration, it is the latter that may be the most significant over...
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The hidden growth story of this technology stock

Pinterest (NYSE:PINS) is a technology and social media platform best described as a “visual discovery” search engine. It lets users ‘pin’ or bookmark ideas they like;...
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4 reasons Credit Suisse is optimistic about 2021

Stock markets have likely seen the worst of the pandemic-driven recession, and less protracted bond price falls than many expected point toward a far happier 2021 for...
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Corporate bonds to shine as new credit cycle begins

As Covid-19 ravages through impecunious issuers across the fixed income universe, Adam Grotzinger of Neuberger Berman expects the credit cycle to start afresh as...
Vishal Teckchandani
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Why industrial property will remain compelling post-Covid

For Philip Ryan, Managing Director of Trilogy Funds, industrial property has been a great place to be while the Covid-19 pandemic rocked the retail property and...
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Why investors need to recalibrate their thinking

Robert Luciano of VGI Partners spotted the enormous growth potential of Amazon back in 2013 when it was trading at ~US$250. At the time, there were two trains of...
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Generating yields from fixed income ETFs

While exchange-traded funds (ETFs) have erupted in popularity among Australian investors, the enthusiasm has been largely weighted towards equity and gold-based funds....
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2 sectors, 6 stocks MLC likes as inflation plays

A handful of companies across two key sectors would benefit from rising inflation after decades in the doldrums, says MLC Asset Management portfolio manager John...
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