Expert Insights

3 opportunities created by change

A recent survey of 3,000 institutional investors showed a record 98% of them are now negative on retail. But when virtually the whole market is on one side of the...
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For this asset class, Australia is the lucky country

Private credit, which has recently emerged as a high income option for the fixed income component of portfolios, offers an unusual advantage to Australian investors....
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How to reduce the risk of a portfolio

With the returns on offer, it can be alluring to tilt towards an equity-heavy portfolio. But with those returns, come higher volatility, and therefore more uncertainty...
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The best strategy for a low growth environment

Investors today face a challenging reality. High debt levels and an ageing demographic are hampering economic growth rates across much of the world, forcing central...
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The best way to make money? Don’t lose it

The sagest piece of advice that Michael Korber, Head of Fixed income and Credit at Perpetual Investments, received went like this. “It’s a lot easier to make money if...
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Aussie Housing: The unburstable bubble?

With Australia’s economic growth stumbling at its slowest pace since the GFC; our two largest export partners, China and Japan, decelerating and contracting...
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Longview: The green light to load up

Chris Watling, Chief Investment Officer at Longview Economics, believes that markets are entering the second year of a ‘mini-cycle upswing’ which typically lasts...
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The secret to getting rich (slowly)

The concept of compounding may be boring but Bruno Paulson, Portfolio Manager at Morgan Stanley Investment Management, believes more investors should be focused on the...
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The one red flag in private credit investing

In our previous video, Andrew Lockhart of Metrics Credit Partners provided a short 101 of what private credit investing entails. In this episode, he digs a bit deeper...
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A high income option for defensive portfolios

With interest rates at record lows and expected to go down even further in Australia, investors are considering the gamut of high yield options to compensate for the...
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Where to invest when you don’t know what’s coming next

Considering what’s happening around the world, from Brexit to the US-China trade war, markets are showing less volatility than expected. And this makes Bruno Paulson,...
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How China is leapfrogging the West

Mobile payment penetration in China is over 80%, well ahead of the West. So ubiquitous is the technology that beggars on the street often use QR codes rather than...
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4 key market risks to watch for

Despite a range of negative macro risks, Vivek Bommi, from US$355 billion investment firm Neuberger Berman, argues here that markets still look constructive, and that...
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Are emerging markets cheap?

On the surface, emerging markets appear to be significantly cheaper than developed markets. Emerging markets trade at a forward PE of ~12x, compared to ~18x for...
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How intangible assets create better pricing power

While understanding a company’s assets is important when deciding whether to invest, it’s also critical to understand whether those assets are tangible or intangible....
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Where to find value in the high yield market

While the entire ASX is worth around $2 trillion today, the global high yield bond market is worth around A$3 trillion and is a market that Australian investors can...
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Could Alibaba be set for a re-rate?

In recent years, a big part of Amazon’s share price gains have been attributable to the massive success of Amazon Web Services (AWS), Amazon’s cloud computing...
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Three sectors that look good today

Vivek Bommi is a senior portfolio manager with Neuberger Berman, a US-based investment management firm with over US$355 billion under management. When we caught up...
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How Australian investors can play RBA quantitative easing

Many Australians are still unfamiliar with the term ‘quantitative easing’ (QE), which many professional investors say is the reason why asset prices and global...
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How to tell a turnaround from a portfolio bomb

It can be a difficult task separating those stocks which are poised for a turnaround and those which are set to implode. But as Greig Bryson of Nikko Asset Management...
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In a slowing world, growth investors can turn to Asia

With developing economies struggling and western central banks lacking firepower to charge up growth, Donald Amstad of Aberdeen Standard Investments says investors...
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Think twice the next time a company spruiks “network effects”

Technology companies are increasingly seducing investors by spruiking their ability to harness “network effects”, whereby the value of their products and services...
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Why Resmed is a compelling strategic play

The U.S. is expected to spend a quarter of its entire GDP on healthcare over the next five years, while governments in the rest of the developed world will continue to...
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5 supertrends for investors to watch

One way investors can structure their portfolios is around ‘supertrends’ – long term themes that capture the major societal shifts underway, according to Andrew...
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China’s stock market is like a casino, and that’s why you should invest

You would usually think that long-term share investing and playing roulette are at the complete opposite ends of the spectrum as far as making money goes. Yet these...
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