Get a different view and a deeper understanding, with market commentary and helpful insights from our fund managers.
It's pretty much all about China!
Given the China-US trade dispute has clearly driven market sentiment over the last couple of weeks, as an Asian equities portfolio manager, I'd expected a pretty rough ride but the portfolio is actually up since the end of Q1.
The case for small to mid-caps
If you research Australia’s largest listed companies, you’ll discover that some of them were much smaller stocks not that long ago. Small or medium companies can be overlooked, given they’re often considered riskier than their large cap peers.
US-China trade dispute deepens
China has announced that it will impose tariffs on USD60bn of US goods from 1 June, three days after the US doubled tariffs on USD200bn of Chinese imports. What will it mean for investors?
Our picks
The attributes of a long-term winner
Why Active ETFs continue to shine
Themes, lessons and thank you
Finding the sweet spot
Chart of the week: Election stock market performance
Australian share market returns have been relatively stable in the run-up to election day. But when the ballot box closes is there ever a clear winner?
Pursuing an active sustainable strategy
The increased focus on ESG is transforming investing and delivering positive outcomes for investors and society more broadly.
Low Growth High Volatility
Even though the environment feels negative the equity market continues to rise. This is because many of the issues we've been worrying about have already been factored into the market. 'Fear of Loss' is transitioning into 'Fear of Missing Out'.
Asset allocation view
Golden Week - more gilded than usual
