The biggest headwinds to value investing have been outperformance by the U.S. and extraordinary monetary policy conditions since the GFC. We've had rates go 0-negative in some countries, which hasn't happened before in monetary history. As we start seeing these conditions normalise, coupled with broader economic growth, value investing will... Show More
Ask any professional investor what the most important attributes are to consider when assessing a new investment and “quality of management” is likely to feature high on their list. For the average investor though, assessing the quality of management is no easy task. Amit Lodha, Portfolio Manager at the Fidelity... Show More
Buffett’s famous “Rule 1” of investing is straightforward; don’t lose money. But 10 years into the current business cycle, with unemployment and interest rates at record lows, the window of opportunity for easy returns is closing. Amit Lodha, Portfolio Manager of the Fidelity Global Equities Fund, says that a focus... Show More
When we think about the economic progress of the human race over the past 50 years, there is probably no more important development than our ever-increasing ability to process data at ever-increasing speeds based on improvement in integrated circuits. Simply put the modern world as we know it would not... Show More
For TGG, the three buzzwords in Asia are: Korea, China and Japan. Korea remains the cheapest market in the world, China despite its slowdown still seems to have companies not trading at expensive valuations, and Japan has come a long way in its corporate governance. Find out more: Show More
In this exclusive video, Eileen Riley, Co-Portfolio Manager at US-based Loomis Sayles articulates the opportunity available for investors when “the pace of change globally is faster than it has been in any point in recent history.” As well as bringing significant risk, the accelerating changes are bringing significant opportunities, which are... Show More
U.S. consumer confidence is high, unemployment is well below historical averages, while supply constraints mean that plenty of jobs are now within reach for many Americans. However, some forward indicators are showing signs of risks brewing on the horizon. Show More
Global stocks have enjoyed the best start to the year in almost three decades. Does this bode well for the rest of 2019? History suggests it does. Since 1928, a good January/February has led to a positive calendar year over 80% of the time. However, history does not always rhyme... Show More
The U.S. market has had the strongest run around the world since the GFC, especially in 2018. Supported by robust earnings growth, valuations have moved up more than they have in other markets. Show More
Want to stay invested in shares whilst also taking a defensive position? We spoke with Nikki Thomas, Portfolio Manager at Alphinity about adding a defensive bias without turning to cash. Firstly, Nikki says she would look to increase her allocation to defensive sectors with stable earnings such as utilities, property... Show More