Tom Stevenson

2018: A balancing act

Most of the time investors don’t need to think too much about market timing or asset allocation. The long-term trajectory of financial markets is up and the only sensible thing to do is to be fully invested and allow the odds to work in your favour. As we enter 2018, however, it doesn’t feel like ‘most of the time’. 

2018 outlook: Asian equities
Anthony Srom

2018 outlook: Asian equities

Following strong returns over the last 18 months markets face a tougher period in 2018. Capturing returns may require investing where other are not…

2018 outlook: Global equities
Amit Lodha

2018 outlook: Global equities

When considering what might cause surprise for investors in 2018, I think it’s prudent to look more closely at factors that are not currently causing concern.

2018 outlook: Emerging markets
Alex Duffy

2018 outlook: Emerging markets

It’s been a strong year for emerging markets equites which should continue into 2018 but investors will need to be more discerning to generate consistent absolute returns.

2018 outlook: Braver for longer

2018 outlook: Braver for longer

2018 is likely to be a more challenging environment for markets but there’s no need for dramatics. Our CIOs share their views on the year ahead.

2018 outlook: Australian small to mid-caps
James Abela

2018 outlook: Australian small to mid-caps

Currently, the positive bullish drivers of the market are winning over the more cautious bearish ones but only time will tell if markets are able to facilitate an orderly adjustment phase. 

2018 outlook: Australian equities
Paul Taylor

2018 outlook: Australian equities

As we start to think about summer holidays and Christmas shopping we can look back on another strong year for equity markets

From the desk of James Abela
James Abela

From the desk of James Abela

Quality and momentum sectors have really been on a tear for the last 6-7 months, particularly global cyclicals and technology stocks.

From 'made in China' to 'created in China'
Amit Lodha

From 'made in China' to 'created in China'

China is well on its way to morphing from the ‘Factory of the World’ to ‘Laboratory of the World’. 

The eye only sees
Tom Stevenson

The eye only sees

As investors, one of our most unhelpful psychological flaws is the desire to seek out information that reinforces our existing beliefs. So how do we avoid the pitfalls?

China, India & Brazil - what's hot, what's not.
Alex Duffy

China, India & Brazil - what's hot, what's not.

Alex looks at some of the key regions in his Emerging Markets portfolio.  Facing unique challenges in each market, there are selective opportunities to be found.

Investing in India
Medha Samant

Investing in India

India is very attractively placed in today’s low growth environment. Medha discusses the changing demographic and structural drivers of growth in the country, and how from a portfolio perspective India may be able to drive income for investors.

How are the banks fighting disruption?
Amit Lodha

How are the banks fighting disruption?

Banks are spending up on technology investment, with JP Morgan dedicating US$9B to technology each year. What can the big 4 Australian banks learn from their US counterparts?

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