Expert Insights

A change in leadership on the ASX

As reporting season ramps up, there’s a change in leadership underway in mining services says Simon Shields, Principal at Monash Investors Limited. Recently, mining...
APT
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A ‘strongly undervalued’ midcap miner

Copper may have stumbled recently, however a constrained supply side paints a very bullish picture over the long-term. Resources expert Stephane Andre, from Alphinity...
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Should bond investors worry about rising yields?

Bonds are typically viewed as a defensive allocation in portfolios, however, in a world of rising interest rates, there are concerns about the impact this will have on...
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Afterpay: Silencing the doubters

When an Australian company achieves extreme success, there are always plenty of investors doubting the valuation and outlook. Just look at Blackmores, Corporate Travel...
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Winners and losers from the trade wars

Trade tensions between the US and China now pose a real risk to markets, with leading indicators pointing to lower global growth. We sat down with Stephane Andre,...
BHP
+5
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Investing in ASX for the blockchain

The ASX will make history in 2020 when it activates the first industrial scale blockchain in financial services. In this short video, Catherine Wood, CEO and CIO of...
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The market’s most disruptive innovations

Amazon is set to potentially become the first ‘trillion dollar company’. Catherine Wood, CEO and CIO at New York-based ARK Investment Management (ARK), discusses how...
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Why high yield bonds is one asset class to consider for the next correction

High yield bonds can offer a similar return profile to equities, but with 40% less risk. In this short video, Vivek Bommi, Senior Portfolio Manager at Neuberger Berman...
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The art and science of concentrated investing

With ten stocks comprising up to 75% of the portfolio, Adrian Warner from Avenir Capital is well versed in concentrated investing. He outlines his strategy here, using...
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The high yield bond market is bigger than the ASX

Comprising 2,000 companies that include household names like Hertz, Netflix and KFC, the high-yield bond market at US$2.1 trillion is now bigger than the ASX. Vivek...
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Is there still room to run for lithium stocks?

There have been some truly life-changing returns in the lithium sector over the few years. Over the last two years, stocks like Kidman Resources (+2136%) and Tawana...
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What makes a stock double?

Finding the next a2 Milk is no easy task; there’s no sure-fire way of identifying which stock will go up 500%+. However, each year there are a number of small caps...
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Mortgage rates heading higher?

In this short interview, Charlie Jamieson from Jamieson Coote Bonds discusses his outlook for Australian mortgage rates, and explains the impact that the Fed is having...
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A lower risk way to invest in Asia

Contrary to what one may assume, Asian listed property trusts have a strong governance framework that essentially makes them passive ‘rent collection’ vehicles for...
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A warning siren from the credit market

The credit market sounded the warning siren well ahead of the GFC: credit spreads blew out in July 2007, before equity markets peaked in November 2007. In this short...
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One opportunity that’s not priced in

Finding under-researched opportunities on the ASX is tough these days, but with enough digging, there are still some gems to be found. Todd Guyot, Portfolio Manager at...
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One company that ticked all the boxes

Investing in global stocks requires a global perspective, says Garry Laurence, Portfolio Manager at Perpetual. That means getting your feet on the ground and doing...
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You don’t need a catalyst for a crash

In any discussion of the Australian housing market, it’s impossible to avoid discussion of a catalyst. “We see no immediate catalysts for a crash,” has become the cry...
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Better than Westfield

It may surprise you, but the assets within Asia’s listed property trust are as good, if not higher, quality than those found within Australian REITS, says Corrine Ng...
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The elephant in the room investors have overlooked

Macquarie Infrastructure fell 41% in a single session in February, a direct result of the elephant in the room investors have overlooked, as outlined here by Charlie...
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Emerging markets hitting the sweet spot

Emerging markets have begun to recover following several years of flat returns following the GFC. Rohit Chopra, Portfolio Manager for the Lazard Emerging Markets...
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Investing ahead of the curve

While ‘technology’ was once a distinct industry, today there is technology in every business and every sector globally. Being a successful investor in this environment...
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The fastest growing opportunity in real estate

The Asian listed property trust sector can’t be ignored. From inception in 2001, it is a sector worth around $260 billion today. With growth now twice that of the US...
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Australia's $20 billion question

There is approximately $20 billion of market capitalisation on the ASX with exposure to the demands of the Chinese consumer. John Lake from Paradice Investment...
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Why we’re excited about Woodside

Dr Philipp Hofflin, Portfolio Manager at the Lazard Asset Management Australian Equities Team, is excited about Woodside’s recent acquisition of an increased share of...
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