Get a different view and a deeper understanding, with market commentary and helpful insights from our fund managers.
Outlook 2020: Australia
There is a modern maxim generally attributed to Bill Gates that states that most people overestimate what they can do in one year and underestimate what they can get done in ten years. I think this is also true of investments and markets...
Outlook 2020: Aussie small to mid caps
So what lies ahead for us in 2020? It may be the year when the bull market is pushed to breaking point or alternatively another year of muddling through with low rates and record debt levels. Whatever happens, they'll be crucial drivers for those that win or lose in 2020.
Outlook 2020: Emerging markets
As we move into 2020, some of the headwinds faced by EM investors have the potential to turn into tailwinds. However some volatility is set to persist so selectivity remains of utmost importance to navigate the asset class.
Our picks
Finding humour in the markets
Podcast: Kate Howitt on 'finding diamonds'
'Do good' culture on rise
The risk doesn't justify the reward
Outlook 2020: Asia
Modest valuations in Asia set investors up for reasonable returns from the region in 2020, while developed markets outside the US struggle to boost growth. But it remains important to be selective as we expect some rotation within markets. In China, in particular, there could be weaker returns from the popular technology and consumer names...
Two consumer stocks making it big overseas
In this podcast Kate Howitt shares her thesis on two great Australia consumer brands, her quest to understand what makes a company great and highlights a strange anomaly being created by the combination of low rates, easy money, and passive investing.
Soft landing, earnings returning
Geopolitical risks that dominated the headlines in 2019 have been subsiding meaning we should see a soft landing for global GDP growth. The synchronised wave of dovish central bank policy in 2019, plus a confident consumer buoyed by strong employment markets, should be enough to prevent a global recession in major economies at least for now...
Outlook 2020: India
Outlook 2020: Demographics
Outlook 2020: China
Waking up to companies in transition
Profit is an opinion, cash is a fact
