Expert Insights

Taking the long-term view

It’s easy to get caught up in short-term noise, but Investment Director David Polak from Capital Group says they look past this to focus on the long term. When the...
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Opportunities for the agile investor

The G20 Summit was shaped up to be important for global markets, with the potential for an agreement between President Xi Jinping and Donald Trump. Though we have seen...
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Half the price of Healthscope

30 years ago, private equity was uncrowded, and less competition meant better deals. Intense competition today means higher valuations, leading to a lower margin of...
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The dominant player in a secular growth market

There are 125 million people joining the Chinese middle class every year, and this supports long term investment opportunities. Adrian Warner, Managing Director and...
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The fire burns out in 2019

The fed is now unwinding the biggest monetary experiment in history, which saw $3.6 trillion of asset purchases from the Fed between 2008 and 2015. This is unknown...
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It’s active AND passive (not active OR passive)

The debate on active versus passive has gone on for years, with many investors loyal to one camp of the other. But… Why not use both? Christian Obrist, Head of iShares...
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The biggest risk to markets in 2019

With an escalating trade war, quantitative easing over, and China slowing down, market risk is running high. So when we sat down with global manager, Peter Rutter,...
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What's in store for equities in the next decade?

For an entire generation of investors, the market has been underpinned by falling rates, increasing leverage, and relative geopolitical stability. But today all those...
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5 key issues for 2019

2019 is just a few months away. So when we sat down with Natalie Tam, Investment Director at Aberdeen Standard Investments, we took the opportunity to ask her what...
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ETFs in times of stress

Close to US$250 billion has poured into Exchange Traded Funds (ETFs) so far this year, and this flow continues unabated. However, prominent active managers such as...
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Death spiral for the housing market

East Coast residential property continues to soften as credit tightens, but in this interview with Charlie Jamieson, CIO at Jamieson Coote Bonds, he warns that...
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A short guide to investing in Asia’s tech titans

One feature of investing in Asia has been the rise of some truly great technology companies. Huge populations colliding with rapid technology adoption has seen...
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US recession on the cards?

The Fed has hiked 3 times this year and plans another four hikes by the end of next year. Their collective impact is still ‘in the post’ as hikes take time to bite....
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The hardest thing in investing

Picking stocks is hard, but knowing when to sell them is even harder. As holders of stocks like Afterpay, A2 Milk and Appen have found recently, the urge to sell can...
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The five stages of a company’s lifecycle

Fund managers need a distinct and reliable process to maintain their edge and keep them ahead of the index. When we sat down with Peter Rutter, Head of Global Equities...
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Better governance, Better returns

Numerous academic and industry research papers support the view that effective corporate governance has a significant impact on the performance of that company as an...
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Time to short US equities?

Owning US equities has been a highly profitable position for the past 18 months. During this period the S&P 500 has returned 20.6% compared to 4.1% for the rest of the...
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The $4.1 trillion-dollar question

With the two largest economies in the world at loggerheads, many investors and commentators are trying to figure out the end game. Alex Duffy, Portfolio Manager at...
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A fallen angel ready for redemption

Stocks exposed to true structural growth trends are trading three standard deviations more expensive than the market. Air travel is one such growth area. Engine...
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Taking share from the big banks

Financials are deeply unpopular given the fallout from the Royal Banking Commission, pending legal actions and the prospect of being a political football into the 2019...
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The four pillars of future quality

Companies that will attain, and then sustain, very high returns on capital, have the ‘future quality’ that Will Low, Head of Global equities at Nikko Asset Management...
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Property still in high demand

Residential property data have been increasingly bearish over the last six months. However, Andrew Schwartz, Group Managing Director at Qualitas, which invests across...
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A wake-up call for tech investors

With investors factoring in exponential growth rates, Software as a Service (SaaS) firms have been trading on eye-watering multiples. However, Jacob Mitchell, Chief...
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A powerful strategy for global investing

Domestically focused investors will most likely be ‘diversified’ primarily across four banks and two miners, a strategy that exposes you to shifting rate markets and...
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Sectors and stocks for the late cycle

As the cycle matures, finding opportunities gets harder. So we sat down with Matthew Haupt, Portfolio Manager at Wilson Asset Management to hear his perspective. Here...
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