Expert Insights

Asset Allocation hasn’t mattered… but it will

A rising tide lifts all boats, and the ten-year bull market has made it more important to be in the boat than to be sailing it well. Simon Doyle at Schroders Australia...
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Two key areas of opportunity

Volatile times can create opportunities for patient investors, and there’s been no shortage of volatility for emerging markets investors lately. Alex Duffy, Portfolio...
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CSL: The secrets to their success

With a market capitalisation of nearly $100 billion and having produced returns of more than 20,000% (200x) for early investors who stuck with it, CSL is one of the...
CSL
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Opportunities in China and India

The performance of Shanghai Composite Index is lagging the US market by a massive 30% so far this year. Mary Manning says this divergence is extreme when compared to...
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Two nimble small caps

Companies have seen rising labour and energy costs start to crimp their margins. Natalie Tam, Investment Director at Aberdeen Standard Investments told us that while...
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Finding ‘the next Facebook’

Huge winners like Facebook don’t come along very often, and they’re incredibly difficult to identify when they do. So how can investors benefit from these big winners,...
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A message for those ‘playing at home’

In an age of social media and smartphones, the challenges faced by investors today are decidedly different to just a few decades ago. With algorithms serving us a...
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How great ideas become great investments

Great investment ideas can come from anywhere, including your everyday observations as a consumer. Will Low, Head of Global equities at Nikko Asset Management recounts...
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The Golden Rule

There are only two times in history that the market has been more expensive than today; March of 2000, and in 1929. Students of financial history would recognise these...
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Not the time for a big position in equities

We sat down with Simon Doyle, Head of Fixed Income & Multi-Asset at Schroders Australia, and asked him how he would allocate a million dollars today. In his responses...
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Winners and losers from rising rates

With rates marching higher in the US, higher risk asset classes such as emerging market equities are seeing rising volatility. As risk reprices across the market, this...
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What could derail equity markets?

With the economy chugging along nicely, and equity markets grinding higher, it’s been pretty smooth sailing for investors in recent years. But there’s one important...
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The ‘good news’ stories being missed right now

By 2030 India is going to be the 3rd largest economy in the world, yet very few investors have exposure to this powerful growth story. “The economy is growing very...
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One thematic to play the election cycle

The prospect of a Labor government has far reaching ramifications for investors. However, there is one sector that stands to benefit from the election cycle whatever...
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BLD
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How to make better forecasts

Making accurate predictions is hard, especially about the future. Chris Rands, Portfolio Manager at Nikko Asset Management, says that he likes to focus on demographics...
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When ‘defensive’ isn’t defensive enough

With challenges for equity markets rising, even a defensively positioned balance fund, with just 45-50% equity exposure could struggle to deliver positive returns,...
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The best time to sell a stock

So much energy and focus are devoted towards finding new investment ideas. However, knowing when to sell receives far less attention, yet is undoubtedly one of the...
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Just how defensive is your portfolio really?

The ‘reach for yield’ has caused formerly defensive portfolios to gradually venture into higher risk assets that could leave them exposed to downturns. As a...
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An ‘absolutely massive’ investment thematic

There are few long-term investing themes as powerful as demographic trends, and the rise of Millennials as the biggest cohort of consumers is a prime example. We sat...
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One stock that passes the Firetrail filter

James Miller from Firetrail Investments argues there are just two or three things that really matter when it comes to assessing any stock on the ASX. “A company like...
QAN
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Taking emotion out of the franking credits debate

The ALP’s proposal to ditch franking credit cash rebates evoked an emotional response from self-funded retirees, sparking substantial analysis and debate on the issue....
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Benefiting from bad news

One of the most fundamental principles of capitalism tells us that large am ounts of competition drives down returns. Investing is no different. Justin Koonin,...
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How is corporate Australia holding up?

With so much discussion about the maturity of the current bull market, it would be easy to assume that corporate balance sheets have fallen into the same state of...
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Planning for the next 10 years

With the 2020s just 15 months away, now is a great time to take a step back and think about the long-term. 10 years ago, the top 10 companies in the world were...
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Just a taste of the volatility to come

Sudden outbreaks in volatility through this year have spooked the equity markets, and investors are questioning if more is to come. We spoke with rate market expert,...
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