Finance News Network

Funds Management

Ausbil discusses the state of small caps

13 Sep 2022 - Arden Jennings and Andrew Peros, Portfolio Managers for the Ausbil Australian SmallCap Fund, discuss the performance and objective of the fund, top holdings, investme…

Opportunities in volatile markets

07 Sep 2022 - Recent market fluctuations have reduced previously very high valuations for some companies, making them more attractive for long-term investment. We have taken advan…

Talking Tech: Where Israel's tech experts are investing

30 Aug 2022 - From an investment perspective, tech companies now dominate traditional industries, with new areas of technology influencing everything from food to cybersecurity to …

Keep liquid, embrace volatility

01 Sep 2022 - Twelve months ago, the broader Perpetual Australian Equities team had a clear view that we were heading into an inflationary environment and the market was underestim…

Around the world in 200 meetings

30 Aug 2022 - The first half of 2022 has been extremely busy for Alphinity’s five global portfolio managers. Collectively, they have been on 9 overseas investment trips, travelling…

Game On: Why esports and gaming can take it to the next level

29 Aug 2022 - The multi-billion-dollar esports and gaming sector is among the fastest growing industries in the world. Recent forecasts by data firm Newzoo predict there will be 3.…

Higher US interest rates test the world

27Aug 2022 - New York’s Plaza Hotel, in financial circles, is best known for when the finance ministers of France, Japan, the UK, the US and West Germany gathered in 1985 to suspen…

Hot in the city

26 Aug 2022 - As investors in global cities, we have been using planetary-scale environmental geospatial data since 2019.

Banks in a bind

25 Aug 2022 - Another central bank phrase keeping markets on its toes, the neutral rate. The neutral rate is an estimate of what central bankers and economists think is the real in…

Digital twins

25 Aug 2022 - Usage of digital twin technologies has now expanded well beyond manufacturing-use cases, to the world of artificial intelligence, data analytics, and IoT (Internet of…

Schroder Real Return Fund August 2022 Update

25 Aug 2022 - In this August update on the Schroder Real Return Fund, Simon Doyle talks about navigating the changing investment landscape and market volatility that has characteri…

T. Rowe Price July 2022 Global Equity Update

24 Aug 2022 - T. Rowe Price Equity Specialist Sam Ruiz gives his thoughts on the markets at the moment, as investors remain focused on rate impacts and potential recessions around …

ESG and small caps - How strong is the relationship?

23 Aug 2022 - The enduring alpha opportunity investing in small caps has been widely identified. However, with investors’ increasing focus on ESG risks and opportunities, concerns …

Start of a renewed bull market or just another bear market rally?

23 Aug 2022 - What a difference two months make. Back in June we were drawing grim parallels with 1970. That’s how far back you had to go to find a start to the year as bad as the …

Scale the name of the game for aquaculture

22 Aug 2022 - Aquaculture companies underperformed on the ASX compared to the consumer staples index (-10%), until Cooke Aquaculture proposed a bid to TGR. They have now overperfor…

Gold and gold stocks oversold

19 Aug 2022 - Gold fell below an important technical level of US$1,800 per ounce in the first week of July, succumbing to relentless strength of the US dollar as global recession f…

How you could be Biodiversified

19 Aug 2022 - Better late than never, the world is waking up to the increasingly urgent threat to biodiversity and natural capital. We believe investors have a crucial role to play…

Caution does not mean 'Run'

18 Aug 2022 - Global equities have absorbed fierce body blows from accelerating inflation and rising interest rates this year and now face a third opponent as a higher cost of capi…

Food as software

18 Aug 2022 - When we look at investing in disruption, we seek to find themes that have the potential to be substantial and grow at a geometric pace. Food has not, until now, stood…

A fall in earnings estimates could worsen sell-off

17 Aug 2022 - Deepening recession concerns have caused stocks to sell off precipitously in 2022, and major indexes recently reached bear market territory—meaning that they had fall…

You may have missed one bandwagon; There will be more

17 Aug 2022 - Financial markets and the real economy march to a different beat. The UK stock market fell rapidly between January and June this year as inflation and rising interest…

What to expect from AREITs this reporting season

16 Aug 2022 - We expect a solid earnings season for the AREIT sector, driven by a strong recovery in retail which has been impacted by COVID; high earnings growth from the fund man…

Fidelity Future Leaders Fund "Super" Series: Innovators

16 Aug 2022 - Fidelity has produced a series reviewing the "super" sectors of the Australian ASX300 excluding the ASX50 stocks. In part one, James Abela and Monique Rooney, Lead an…

Alternative plant-based protein companies losing money hand over fist

16 Aug 2022 - Beyond Meat (NASDAQ:BYND) are one of the world’s largest plant-based meat companies selling meat patties to chicken nuggets. Wide Open Ag (ASX:WOA) have a lupin proce…

An A-Z of sustainability terms for investors

15 Aug 2022 - Sustainability, once a fringe consideration, has become core for many investors. Impacts on the planet – such as climate change and biodiversity loss – and on people …

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