Expert Insights

The single biggest mistake you could make right now

In our 2020 Outlook Series, Simon Mawhinney of Allan Gray called it correctly with this idiom: “It’s the bus you don’t see that hits you”. While this is an apt...
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Riding towards a $14 trillion market

Autonomous ride-hailing technology has captured the public’s imagination and will present both a paradigm shift in consumers’ everyday lives and a boon for savvy...
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Disruptive stocks from the east and west

In his previous video, Hari Balkrishna of T. Rowe Price discussed the importance of assessing whether companies they’re investing in are disruptors or prone to being...
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Should you bet against Warren Buffett?

In 2008, Warren Buffett famously placed a million-dollar bet that hedge funds would underperform the S&P 500 Index over 10 years. Of course, he won the bet, but does...
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An immediate opportunity to invest in tomorrow’s leaders

Federation is a private equity fund that invests in growing businesses that meet a social and economic need in areas like renewables, childcare and health. The core of...
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Think twice about who you chase for yield

One of the biggest concerns for Ronald Temple of Lazard Asset Management is that in the desperation to boost yield, investors may be taking risks that they do not...
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Never let a good crisis go to waste

There is an old saying that you should “never let a good crisis go to waste”, the idea being that every crisis also brings the opportunity for a creative response. ...
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Where to find truly uncorrelated returns

For several decades now, the correlation between asset prices has generally been increasing. Whether this is caused by globalisation and the free transfer of...
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The most important theme in emerging markets today

Low rates have received plenty of attention in developed markets as they’ve driven asset prices higher and bond yields lower. But it’s not just developed markets that...
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A stock story that has a ring to it

During the GFC, most retailers were forced to deeply discount their products in order to try and survive. Louis Vuitton Moet Hennessey (LVMH), the world’s largest...
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The real battle is between disruptor and disrupted

Forget value versus growth. For Hari Balkrishna of T. Rowe Price, the most important lens individuals need to apply is whether the businesses they’re investing in are...
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What looks good and what doesn’t in fixed income

With interest rates at record lows and investment-grade credit barely offering returns above the cash rate, where are the pockets of value in fixed income? Michael...
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Your property is worth $0: Welcome to climate change

Say you own a $5 million waterfront home in a prime spot of a booming city. Life’s pretty good right - what could possibly impact the value of your house to any...
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3 opportunities created by change

A recent survey of 3,000 institutional investors showed a record 98% of them are now negative on retail. But when virtually the whole market is on one side of the...
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For this asset class, Australia is the lucky country

Private credit, which has recently emerged as a high income option for the fixed income component of portfolios, offers an unusual advantage to Australian investors....
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How to reduce the risk of a portfolio

With the returns on offer, it can be alluring to tilt towards an equity-heavy portfolio. But with those returns, come higher volatility, and therefore more uncertainty...
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The best strategy for a low growth environment

Investors today face a challenging reality. High debt levels and an ageing demographic are hampering economic growth rates across much of the world, forcing central...
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The best way to make money? Don’t lose it

The sagest piece of advice that Michael Korber, Head of Fixed income and Credit at Perpetual Investments, received went like this. “It’s a lot easier to make money if...
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Aussie Housing: The unburstable bubble?

With Australia’s economic growth stumbling at its slowest pace since the GFC; our two largest export partners, China and Japan, decelerating and contracting...
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Longview: The green light to load up

Chris Watling, Chief Investment Officer at Longview Economics, believes that markets are entering the second year of a ‘mini-cycle upswing’ which typically lasts...
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The secret to getting rich (slowly)

The concept of compounding may be boring but Bruno Paulson, Portfolio Manager at Morgan Stanley Investment Management, believes more investors should be focused on the...
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The one red flag in private credit investing

In our previous video, Andrew Lockhart of Metrics Credit Partners provided a short 101 of what private credit investing entails. In this episode, he digs a bit deeper...
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A high income option for defensive portfolios

With interest rates at record lows and expected to go down even further in Australia, investors are considering the gamut of high yield options to compensate for the...
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Where to invest when you don’t know what’s coming next

Considering what’s happening around the world, from Brexit to the US-China trade war, markets are showing less volatility than expected. And this makes Bruno Paulson,...
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How China is leapfrogging the West

Mobile payment penetration in China is over 80%, well ahead of the West. So ubiquitous is the technology that beggars on the street often use QR codes rather than...
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