Expert Insights

4 places to shop in a pricey market

In a previous wire, Lucerne’s Anthony Murphy and Michael Houghton warned that rising inflation and a reversal of excessive valuations could take the steam out of risk...
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Investable assets with long duration and stable yields (and they're not even listed)

As the (very big) "furniture" off which telecom companies hang their technology, so-called macro towers are core to our mobile and data networks. The 4,000 towers...
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Abnormal profits: Why they're coming and where to find them

A bunch of global companies should get a handy bump from the trade-off between commodity prices and their own price increases, says Ellerston Capital's head of small...
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Untangling the complex world of ESG investing

From the hundreds of different ESG frameworks that have sprung up in the last decade, Alphinity Investment Management chose one on which to hang its sustainable...
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Lucerne look past equities bubble to stabilise returns

Record low interest rates are doing strange things to markets. They’ve driven 12 consecutive monthly gains in Australian shares as investors buy YAAP (Yield At Any...
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Concentration drives conviction in global mid small caps

Ellerston Capital's Bill Pridham sees plenty more upside ahead for stocks – particularly small and mid-caps, contrary to widely held concerns that surging share prices...
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Where income-hungry investors can access quality cash flows

In an environment where interest rates remain at record-lows and term deposits can no longer deliver the yield they once did for income-hungry investors, there are...
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3 sacrifices to consider if you want higher yield

Investors have been demanding more liquidity from their investments ... even in the realm of fixed income. Perhaps still jaded from last year's drawdowns (and tapping...
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The extraordinary positive power of saying no 99% of the time

We don’t know if CIO Matt McNamara actually Iikes saying ‘no’ quite as much as he has to, but the success of Horizon 3 Biotech depends on it. Of the three to five...
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3 risks and 3 opportunities that MLC has identified within the market

Nosebleed market valuations are starting to price in a choppier recovery than was initially expected – courtesy of COVID’s Delta wave – but stock prices remain a key...
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Riding the returns escalator explained

Ask anyone in markets what the biggest driver of returns over the last decade has been, and they’ll probably tell you it was falling interest rates. As interest rates...
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The biggest company you've never heard of

If you want to know just how integral semiconductors are to our day-to-day lives simply ask Kanish Chugh's four-year-old son. He now knows all about it, thanks to...
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That's not a megatrend. THESE are megatrends. (And this is how to play them)

The word megatrend gets thrown around a lot, but to properly qualify it has to satisfy set criteria, says Kanish Chugh, Head of Distribution at ETF Securities. A...
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The asset classes to avoid as markets bubble away

In a time when markets continue to reach new highs, while bond markets continue to cascade lower, MLC Asset Management's Anthony Golowenko is adamant that "something's...
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How to find a Biotech winner

When is the perfect time to invest in a company, and how do you decide? Jumping in with an early-stage company that is burning with potential can bring enormous...
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This is how markets will put rate rises out of reach

The RBA has steadfastly maintained its intentions to keep the cash rate at its current level until 2024, even in the face of high property prices, rallying share...
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Can dividends be sustained under Delta?

They are officially back. The August reporting season re-opened the treasure chest of dividends, but are they destined to stay? Banks have announced record buybacks,...
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A booming sector with undervalued opportunities

Biotech is a booming sector currently worth US$755 billion and forecast to be triple that by 2028. This is all very well but what exactly is Biotech? It's about genes,...
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Could a policy error spell trouble for markets?

The biggest question on most investors’ minds in the first half of 2021 has been ‘will inflation be transitory or lasting?’ While the issue is far from settled, the...
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Spotting unscrupulous spruikers and other credit market potholes

March of 2020 put the blow torch on credit-related funds. When ‘defensive’ allocations needed to step up, some funds melted with investors unable to redeem units or...
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A new way to invest in sustainability

It's no secret that the dominant theme of the next decade is ESG. The world is going green and institutions globally are shifting their focus - all at once, so it...
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Taking a macro perspective on property

The year 2024 has been thrown around a lot lately. Why? It's the year the RBA has indicated that interest rates will begin to rise. Despite banks including CBA and...
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How much risk is your fund manager really taking?

A simple maxim in investing is that to generate a higher return you must take on more risk. This fundamental rule applies across asset classes, from equities through...
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An investment offering a balance between volatility and yield

The COVID-induced market crash of 2020 has rattled both new and experienced investors by underscoring the pitfalls of over-allocating to growth assets. For owners of...
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A 10% allocation that can increase returns over the long haul

In an era when large swathes of fiscal stimulus are flooding markets creating unpredictable outcomes, the prospect of inflation and a little stability goes a long way....
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