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4 key market risks to watch for

Despite a range of negative macro risks, Vivek Bommi, from US$355 billion investment firm Neuberger Berman, argues here that markets still look constructive, and that...
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Are emerging markets cheap?

On the surface, emerging markets appear to be significantly cheaper than developed markets. Emerging markets trade at a forward PE of ~12x, compared to ~18x for...
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How intangible assets create better pricing power

While understanding a company’s assets is important when deciding whether to invest, it’s also critical to understand whether those assets are tangible or intangible....
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Where to find value in the high yield market

While the entire ASX is worth around $2 trillion today, the global high yield bond market is worth around A$3 trillion and is a market that Australian investors can...
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Could Alibaba be set for a re-rate?

In recent years, a big part of Amazon’s share price gains have been attributable to the massive success of Amazon Web Services (AWS), Amazon’s cloud computing...
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Three sectors that look good today

Vivek Bommi is a senior portfolio manager with Neuberger Berman, a US-based investment management firm with over US$355 billion under management. When we caught up...
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How Australian investors can play RBA quantitative easing

Many Australians are still unfamiliar with the term ‘quantitative easing’ (QE), which many professional investors say is the reason why asset prices and global...
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How to tell a turnaround from a portfolio bomb

It can be a difficult task separating those stocks which are poised for a turnaround and those which are set to implode. But as Greig Bryson of Nikko Asset Management...
RMD
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In a slowing world, growth investors can turn to Asia

With developing economies struggling and western central banks lacking firepower to charge up growth, Donald Amstad of Aberdeen Standard Investments says investors...
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Think twice the next time a company spruiks “network effects”

Technology companies are increasingly seducing investors by spruiking their ability to harness “network effects”, whereby the value of their products and services...
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Why Resmed is a compelling strategic play

The U.S. is expected to spend a quarter of its entire GDP on healthcare over the next five years, while governments in the rest of the developed world will continue to...
RMD
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5 supertrends for investors to watch

One way investors can structure their portfolios is around ‘supertrends’ – long term themes that capture the major societal shifts underway, according to Andrew...
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China’s stock market is like a casino, and that’s why you should invest

You would usually think that long-term share investing and playing roulette are at the complete opposite ends of the spectrum as far as making money goes. Yet these...
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Tech, emerging markets and alternatives to outperform

Credit Suisse believes global growth will be a sluggish 2.5% in 2020 with a mild recovery in industrial production. A de-escalation of the trade war should lead to a...
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What you can learn from this Monster investment thesis

You’d think that one of best performing major companies in the US this century would be a tech stock. Interestingly, it’s energy drinks maker Monster Beverages, which...
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An income investor’s top growth stocks

If you were to guess what’s in the portfolio of income specialist, Plato Investment Management, you probably wouldn’t have put growth juggernaut, CSL, on your list....
CSL
RMD
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More to financials than just the big 4

It’s unusual to see a more than 30% allocation to financials with virtually no big banks in the mix. We had a chance to ask David Poppenbeek from K2 to run through his...
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2 red flags growth investors should watch

While growth investors are used to paying for stocks trading at premium valuations, there comes a point when even the most rapidly growing business may not be a...
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Western financial engineering could lead to Japan-style bust

Donald Amstad of Aberdeen Standard Investments proclaimed the developed world is on the brink of “financial, economic, social and political crisis” on Livewire in...
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3 golden tailwinds for the silver doughnut

Macquarie has defied the sceptics in recent years and outperformed the financials index by another 14% over the last 12 months. One fundie that has been calling it...
MQG
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Dividend traps hidden in plain sight

As a leading equity income specialist, we asked Plato’s Peter Gardner if the big four banks and Telstra could be dividend traps, and if they still deserved a spot in...
AMP
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A compelling IPO the market hasn’t spotted for now

New listings have had a bad rap this year with some high-profile stumbles. But do a few bad headlines represent the entire market? Running the numbers across all IPOs...
JBH
PWG
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Australian technology: a minefield with some diamonds

If you’re contemplating investing in the Australian technology space, be warned that not all businesses in the sector are made equal. “I think there are some really...
APT
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Holding cyclical stocks through the best bit of the cycle

Last year, BHP and Rio both paid a gross yield of more than 13%, a figure that jumps to more than 20% once you include buybacks. Peter Gardner from Plato Investment...
BHP
RIO
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2 blue chips to ride a value renaissance

Value stocks have shown signs of life in the last three months, but it will take time for the market to be convinced that this is a turning point. When we met with...
BHP
RIO
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