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Medical devices the next frontier of growth
Move over supermarkets, utilities and gold bullion. When it comes to defensive exposures, there’s nothing more compelling than medical device providers...
Equity funds back in vogue
Australian investors put more money into traditional equity funds in February and March than they did in the whole of 2019, prior to the impact of covid-19. A...
Which managers are leading the value investing boom?
In a nutshell, value investing is buying ‘quality’ companies at share prices well below intrinsic value. Quality is defined using four...
'Need to search beyond the index' for clean energy opportunities
The United States’ re-signing of the Paris Climate Agreement under President Biden, combined with a strengthening commitment on carbon emission targets...
Why one manager is bullish on a dividend boom
Are investors looking at a dividend bonanza in 2021? According to Dr Don Hamson, portfolio manager of the Plato Australian Shares Income strategy, the drought...
Looking for the long-term 'reopening beneficiaries'
As the COVID recovery gathers momentum, it is interesting to consider which sectors and companies are benefiting from the short-term boost of temporary...
'Now is the time for value' - Martin Currie
According to Martin Currie chief investment officer Reece Birtles, the timing “could not be better for ‘value’ stocks.” This is a theme...
Emerging market debt best positioned in decades
The search for diversification has forced financial advisers to look far and wide as they seek non-correlated opportunities to fortify client portfolios. Among...
Green energy revolution powering a new commodity super cycle
A new commodities super-cycle is underway, with price increases starting to resemble the resources boom that took place during the mid-2000s. During this time,...
Can equities still be rewarding in 2021?
In the final weeks of the year, there appear the inevitable reports on what eventuated in 2020, coupled with the near-universal view that 2021 is lining up as...
Bottom-up stock selection more important than ever
In a recent podcast, Aidan Farrell, Director of Global Small Cap Equities at Eaton Vance discusses investment opportunities presented by the global small-cap...