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While the future correlation structure of asset classes sounds rather pedestrian, it is in fact key to the outcomes for diversified long-term multi-asset portfolios...

It felt like some EOFY shenanigans started to play out today with some big lines through on the futures early lifting the market up from its knees into a midday high...

At the start of the year we invited the best performing five fund managers from Buy Hold Sell to pitch their #1 stock picks for 2019. As we hit the mid-point for the...

As investors, we view bear markets as a natural part of the investment cycle. While losing capital is never an enjoyable experience, bear markets should not be feared...

As we think about asset allocation through the remainder of 2019 and into 2020, there are four clear themes that investors should consider. Despite an incredibly...

I have been writing the Marcus Today newsletter for over twenty years and read something called "Farrell's Rules" over thirty years ago. There is an article about...

All investors are bound to struggle with emotion, as did Olivia Engel, CIO – Active Quantitative Equity at State Street Global Advisors, at the start of her investing...

Recent on-the-ground research in India overwhelmingly highlighted strong support for Modi and the belief that he is the right Prime Minister to take India to the next...

The market cooled today, mostly in the afternoon session although nothing too sinister – volume was light and conviction was low ahead of the G20 later in the week...

Cast your mind back 12 months and it will be near impossible to recall anyone sticking their neck out to back Telstra. As we sit today, shares in one of Australia’s...

There are four key phases of the US Presidential election cycle that will play out over the next 18 months. The pre-caucus debate phase starts this week, on 26th June,...

In assessing the value of a company, the market tends to focus almost exclusively on the outlook for earnings growth. While obviously important, this ignores other...

A major dislocation has recently occurred in global protein markets in the form of a rapidly spreading disease called African Swine Fever (ASF). The China Ministry of...

If you've seen the movie you know how the story goes: Facebook was created on a university campus to connect and profile students and teachers. Just over 15 years on...

Friday’s gradual sell-off continued through the morning today as the index headed lower in the first 90 minutes of trade. Selling was seen in both banks and resources...

Late last year the world’s major developed market central banks performed a simple routine: a pause in monetary tightening, subsequently followed this year by a...

Investors face the double challenge today of an expensive market and an economy facing growing headwinds. One workaround for finding opportunities in this environment...

Fletcher Building (ASX:FBU) made the news again last week in a Radio New Zealand Checkpoint piece focusing on the One Central development in Christchurch, formerly...

In this special report, ten of our analysts select 29 stock picks across sectors including banks and general insurers, LICs, agricultural and FMCG, technology,...

Bond markets look like they are pricing disaster, while equity markets are pricing an extended boom. But maybe there is a more nuanced message in there, the same one...