Expert Insights

Misplaced fears in defensive assets

Bonds are typically viewed as a defensive component of an investor's portfolio. They tend to perform best when your riskier assets are doing poorly. Stuart Dear,...
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Make the hard decision

Even Warren Buffet only gets 6 out of 10 calls right. So investors of all stripes should be prepared to respond appropriately for the calls they will get wrong. In...
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A profound med-tech breakthrough

Catherine Wood, CEO and CIO at ARK Investment Management (ARK), invests on the cutting edge of robotics, energy storage, next-generation internet and blockchain...
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A tale of two shorts

While some investors may sell short to offset other positions, Simon Shields from Monash Investors Limited explains that they engage in shorting to make money. One of...
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How to model the timing of a US recession

There's been a fair bit of talk about a pending US recession. Much of this chatter has been fueled by simple analysis of the slope of the yield curve, which is widely...
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Why is energy such a burning issue?

With a 38% increase, energy was the best performing sector on the ASX last financial year. In this short video, Stephane Andre, Principal at Alphinity Investment...
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IPOs: Sorting the winners from the losers

The average return on new listings in 2017 was over 60%. Having some exposure can add to your returns, but there are plenty of landmines to avoid. Cyan is active in...
MMM
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The bigger picture for Tesla

Tesla shares have bounced back toward all-time highs to put them up 17-fold over eight years. While debate rages over the balance sheet and the delivery of the Model...
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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,...
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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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