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Insights for Retirement Investing.
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"We are in a different world" where industry dynamics will drive returns

"We spend the majority of our research time on understanding industries," explained Catherine Allfrey, portfolio manager of Wavestone Capital, when presenting...

Global X surfs ETF wave into Australia

As with everywhere else on the globe where they've been introduced, exchange-traded funds (ETFs) have grown like crazy in Australia.

'Era of structural inflation' will require change of approach

‘An era of structural inflation is upon us” explained Con Michalakis, head of investments at Statewide Super, speaking at The Inside...

Infrastructure is 'not just a bond proxy'

There is a common belief among the investment community that infrastructure and other real assets are little more than a "bond proxy".

Market neutral strategies come to the fore amid volatility

Absolute return or 'market neutral' equity strategies as they are widely known, may well be one of the most difficult approaches to understand for many...

Active v passive debate more relevant than ever

As global share market volatility becomes the norm, active fund managers argue their expertise is needed to help protect against losses and deliver robust...

'Analyst vacuum' an enduring alpha opportunity in small caps

Australian portfolios are not appropriately positioned for the risk and reward on offer from the multitude of asset classes and sectors available, contended...

Plotting the return to duration

Bond markets have effectively become the 'freight train' of a long series of other assets, with a surge in bond yields pulling nearly every other asset class...

Thematic ETFs drop like hot cakes

Funds into thematic exchange traded funds (ETFs) have dried up this year as technology stocks get hit globally.

Good time to buy quality semiconductor companies, say experts

For investors looking to build positions in quality technology firms, the US computer chip giants are trading at attractive price levels, with many brokers now...

Why this trillion-dollar managers prefers stocks over bonds

"We recently cut risk but stick with stocks over bonds for now. Equity prices now reflect much of the worsening macro-outlook and hawkish Fed" were the latest...

Here's how private equity is conquering the ASX

Private equity is eating the ASX alive. Nearly every other month there is another billionaire dollar private equity approach of an ASX company.

Private credit flourishes as major banks recede

Private credit has been gathering pace both globally and in Australia, growing rapidly as businesses start to recognise the unique benefits of private lending...

Amazon and the value vs. growth challenge

Value investing has been the clear winner of the first third of 2022, with the tech-heavy Nasdaq leading losses in global sharemarkets.