Expert Insights

Why contrarians ‘zig’ when you ‘zag’

It’s ingrained in human DNA to back the winners. Winners present the safer bet and offer investors safety and security. Contrarian investors do the opposite. When they...
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Increase your income, not your risk

It’s not hard to find investments ‘advertising’ income above the miserly returns on standard income-oriented investments. While the temptation is to replace falling...
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Two rarely discussed but critical investment decisions

So, you’ve done your research, spent hours conducting due diligence and you are confident that you’ve uncovered a great stock. Time to invest, right? Not so fast....
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China’s ‘Nasdaq’ highlights innovation opportunities

China has implemented a number of initiatives in its quest to open up its capital markets, including the Nasdaq-style STAR board that plays host to science and tech...
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Why this infrastructure stock could be ready for take-off

In times of volatility, such as we’re in now, many investors turn to infrastructure stocks for their defensive qualities and regular income stream. But not all...
SYD
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Growth rarely comes for free

Against a backdrop of the WAAAX stocks, and growth stocks more generally, misfiring in recent months, we sat down with Sudhir Kissun at Allan Gray to ask how investors...
IPL
NUF
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What every investor should know about hybrids

Hybrids are just a single component of the much broader fixed income universe, which itself is bigger than the entire global equities market. And while hybrids can...
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Two themes for cyclical returns

Retailers, media, resources and mining services are just a few examples of the vast array of cyclical investment opportunities on the ASX. Gary Rollo, Portfolio...
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Equity income? Don’t forget China

Domestic Chinese investors receive very little on their bank deposits – just like the rest of the world – but remain wary of equities as a way of increasing their...
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Go global or go home

It’s no secret Australians tend to stay local when investing. And, compared to our offshore counterparts, our investment portfolios are significantly underexposed to...
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Are renewables infrastructure’s black gold?

In some parts of the world, renewables are cheaper than fossil fuels and this trend is one to watch if you’re interested in investing in infrastructure. When we sat...
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The most contrarian sector in the market

Part of the Allan Gray investment philosophy is, in their own words, to “resist trends and uncover opportunities in areas where nobody else is looking, which puts us...
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Australia vs USA: Where are the best income opportunities?

When looking at Australian and US investment-grade credit, they both offer similar risk premia, but when drilling down into each market, investors will discover stark...
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Better opportunities outside the big names

China’s “Made in China 2025” policy aims to make the country the dominant force in global high-tech manufacturing. And while most investors can name Alibaba and...
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Cloud will create generational shift of wealth

Brace yourselves for a rush of IPOs over the next decade as Aussie companies create wealth by doing things better, smarter and more efficiently than our existing...
MP1
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Too much money and nowhere to go

The RBA cut the official cash rate to a record low of 0.75% in October. And unless you’ve been hiding under a rock, you’ll know the big 4 are showing reluctance to...
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A structural growth stock the market is overlooking

When it comes to picking small caps, Australian investors are spoiled for choice with around 2,000 small caps listed on the ASX. Gary Rollo, Portfolio Manager of the...
NXT
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The essentials of essential infrastructure stocks

If there was one thing we learnt during the federal election campaign this year it was how much was being spent – and promised to be spent - on infrastructure ...
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Politics over plain economic sense?

“Monetary policy cannot be the only game in town. It should be coupled with fiscal support,” said the IMF last week. The government is facing added pressure from the...
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The lungs of the earth are burning ... how are you responsible?

Andrew McAuley, Chief Investment Officer at Credit Suisse, says that investors should not underestimate the role that principles around sustainability will play in...
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What to do when the quality fades

When managers refer to a company as being of high quality, this generally refers to the company’s metrics demonstrating strong financial statements, sustainable...
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Earnings growth could be negative in the next year

In a recent survey, investors said the risks that concerned them most were tensions between the world’s major economies, the White House administration and the...
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Don’t bank on Big 4 dividend growth

The big four banks are the engine room of many equity income portfolios, producing around a third of the gross dividend yield of the entire ASX200. So, when we sat...
+1
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3 rules of thumb for emerging market debt

The often-quoted US$17 trillion worth of negative-yielding bonds are from developed economies such as Japan, Germany and France. In stark contrast, government bonds...
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What is ‘future quality’ and why does it matter?

Finding companies that have high returns today is simple enough; simply run a screen over the market looking for high returns on capital. But the real question is...
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