Expert Insights

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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A US recession is not imminent

The team at Credit Suisse follow seven indicators to give them a read on the likelihood of a recession in the United States. Right now, only one of the seven...
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Why we love founder-led companies

One of the core tenets of the Cooper Investors philosophy is ‘focused management’, and no manager is more focused than one who founded the company. In Asia, this is...
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Does reading headlines create alpha?

There are always a few bearish big picture themes in the news for investors to worry about. But how much alpha is actually on the table in reacting to them? In our...
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Hunting for hidden pockets of opportunity

Fixed interest is a broad universe, and Stuart Dear, Deputy Head of Fixed Income, Schroders Australia invests actively across the full spectrum. We caught up with...
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How to stay relevant in today’s economy

The car took 62 years to reach 50 million users, the TV did it in 22 years, and Facebook managed the same feat in just three years. In today’s fast-changing world,...
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Three reasons to stay invested

It’s not hard to build a compelling bear thesis when considering the trade war, the yield curve inversion, and the increasing risk of global recession. But when we...
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High chance of QE happening here

Most parts of the fixed interest universe are generally seen as defensive and an alternative to higher risk equity assets. So, what are the biggest risks hanging over...
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How long until your moat dries up?

Any Buffett disciple will tell you the importance of companies having a moat, in other words, a defensible market position that keeps their competitive positioning...
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