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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...
ALX
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Two companies with star qualities

Fund managers approach the running of their portfolios in a variety of ways. For example, some may liken it to the running of an elite sporting team where you maximise...
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A remarkable company in an overlooked industry

There’s a famous saying that investors should follow the money to find great companies. For Qiao Ma and the team at Cooper Investors, they are more interested in...
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3 pockets of value for patient investors

If there’s one thing to say about this market, it’s that investors appear happy to leave the unloved sectors ¬alone. Take oil, for example. The oil price is currently...
AWC
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Why this manager is avoiding today’s ‘hot’ stocks

When the pandemic hit, there was a number of companies that garnered more attention than others. Consider Zoom, which now has a market cap of $US85 billion – $US10...
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What two decades of private equity investing has taught us

One of the pioneering local private equity investment programmes sits within MLC Asset Management. With 23 years of private equity experience Jonathan Armitage, the...
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Nimble, diverse and scarce

What do a garden centre, an Indian food company, an IT service provider and a video game maker have in common? According to Jonathan Armitage, chief investment...
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Challenging markets, attractive opportunities

2020 has thrown up plenty of challenges making it a testing time for investors and managers of companies. Jonathan Armitage, Chief Investment Officer of MLC Asset...
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The next big thing for income investors

The emergence of renewable energy as an asset class in Australia presents an exciting new potential opportunity for income investors seeking high and stable yields in...
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