ASX:LIC

Asian Equities series: Part 1: Finding value in unexpected places

Peter Wilmshurst

Asia is offering compelling investment opportunities, though not necessarily in the places one might expect. Fundamental conditions within the region have improved significantly and valuations remain undemanding, particularly relative to the later-cycle US market. Show More

US is one of the biggest risk to investors in 2018

Peter Wilmshurst

The US market has become more complex. Earnings have been strong during 2017 but multiples are highly elevated, meaning there are increasingly fewer opportunities. One of the biggest risks for markets would have to be US equities. It’s more than 50% of the MSCI World Index, and where many people... Show More

Macron-Merkel duo to pursue the vision of a 'United States of Europe'

Peter Wilmshurst

Angela Merkel has been re-elected German Chancellor for a fourth term. A strong domestic economy (record low unemployment) and high standards of living have understandably contributed to Germans’ satisfaction with the current state of affairs, and wanting more of the same. Show More

Full steam ahead for healthcare sector

Peter Wilmshurst

What are the long-term secular drivers for the Healthcare sector? Ageing populations across developed markets, rising middle class demanding better healthcare facilities in the emerging markets, and key reforms in the US all imply healthcare is a positive investment area for almost every global economy we look at. The right... Show More