Get a different view and a deeper understanding, with market commentary and helpful insights from our fund managers.
Risk in retirement: finding the right balance
For many of us, retirement means dream holidays, reading books and spending time with grandchildren. However for some Australians, the notion of enjoying their golden years after a lifetime of hard work hit a roadblock last year when COVID-19 struck, and hit economies and markets hard. Against this background, it is important to remember that retirees still need to take measured risk in order to meet their goals but they may need to plan differently than they would have in the past.
Are we in a commodities supercycle?
When you consider that you could have bought a tonne of copper for US$4,300 a year ago, the recent rise is quite something. It is hardly surprising that talk of a commodities boom is picking up. And not just any old rally; what’s getting investors excited is the prospect of a commodities supercycle.
Why dividends make sense in an inflationary environment
The fallout from Covid-19 put pressure on corporate dividend payments in many sectors and markets. Now, as economies recover and earnings bounce back, dividends worldwide are poised to rebound. At the same time, while widespread fiscal stimulus may push the global economy into a period of higher inflation, history shows how dividend-focused investment strategies can provide sustainable income in a reflationary environment.
Our picks
Three stock picks for 2021
Finding value with Kate Howitt
Sustainable investing case study: All at sea
The arbitrage opportunity in Japanese sustainability ratings
Japanese companies generally have lower sustainability scores than their European counterparts. But the reasons why aren't what you think.
Reaping the growth potential of Asia and ESG
Long-term, significant ESG investment opportunities await to be discovered in Asia thanks to favourable demographics, increasing purchasing power from a growing middle class and vast room for productivity gains and infrastructure development.
'Green' stocks reflect a greener tomorrow
The world needs to decarbonise fast. As we transition to a green economy, led by green technology companies, investors are experiencing a ‘green’ premium. But is it justified?
Pandemic leaves warehouses looking mispriced
Middle child syndrome
Winning this war... and the next two
