Expert Insights

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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Healthcare exposure without the crowds

Investor demand for healthcare stocks has grown from already high levels in 2020 but an emerging asset class provides a less crowded entry point, says David Burgess of...
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Why inflation is a risk

High inflation seems to be a topic befitting of an ancient economics history syllabus. It’s hard to remember when sustainably rising consumer prices were an issue....
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What we can learn from G8 Education

COVID-19 has wreaked havoc on all our lives and parents in particular have found it challenging. With childcare centres shutting early in the piece, parents were not...
GEM
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Two good reasons to consider going short in Aussie equities

The Australian market is uniquely concentrated. The top end of the index is dominated by a few big companies, and that’s supported by a long tail of small positions....
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Australia wins performance race as “a work horse, not a racehorse”

Population growth, natural resources and corporate governance mean Australia’s post-COVID snapback will be stronger than that of many peers, says Fidelity...
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Paradice: You don't get many opportunities like this

The next four to six weeks have the potential to make or break markets. With speculation regarding a COVID-19 vaccine dominating headlines, how can an investor...
SYD
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The great market unknowns

COVID-19 has turned investors’ attention to healthcare stocks, many of which have reached record highs of late. While these types of stocks provide essential goods and...
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Snap, crackle, pop! A brief history of bubbles

A 500-bagger like Microsoft of 20 years ago; the 800-times growth of Fortescue during the Aussie mining boom; Facebook and Google unicorns: investors holding out for...
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The flow on effects of government stimulus

Money supply has ballooned the most in peacetime history, outstripping the closest comparison of the GFC in 2008-2009. As government stimulus measures bypass banks and...
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A tale of two stocks: compounding, leadership vision, sticky networks

Fidelity Australia’s top stock picker Paul Taylor reflects on the common traits of two early additions to the Australian equity strategy, which he’s headed since it...
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The strategic asset allocation reset

With the thunderous volatility in markets and extraordinary levels of policy intervention, BlackRock’s ETF business iShares is seeing ~70% of fund flows heading into...
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The puzzle around profitability

The current market has created some crazy moments lately. Profitability, for example, is one metric that seems to have been thrown out the window. It’s a puzzle that...
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Screen test: choosing what companies to invest in

Fund managers tend to stick to their tried and true methods for choosing companies to invest in, whether that includes their size, levels of risk, growth prospects or...
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Low returns and high risk: The raw deal from your super fund

Reasonable valuations, economic growth, falling interest rates, and growing debt: the driving forces of a typical balanced fund’s performance are all but spent. So,...
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If you aren’t long energy now, you probably never will be

Demand for hydrocarbons is driving a quarter-decade investment opportunity, despite a revolution in electric vehicles and renewables over the longer term, says Lazard...
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3 themes BlackRock is watching

With nearly $9 trillion in assets, BlackRock is at the confluence of how money moves across the global financial system as well as tectonic shifts in market trends....
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A rare opportunity rivalled only by the tech wreck

Value investors are on the cusp of a rare opportunity rivalled only by the tech wreck of the late 1990s, says Lazard Asset Management portfolio manager Dr Philipp...
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