Global, growing, and undervalued: Is healthcare the opportunity of the cycle?
Healthcare, according to Perennial’s Victor Windeyer, is in the eye of the perfect storm— but in the best possible sense. Speaking at The Inside Network’s recent Equities & Growth Symposium, Windeyer laid out a compelling argument for the sector’s enduring strength.
Large cap growth stocks showing resilience in turbulent times
Outside of the ubiquitous Magnificent Seven, large cap growth stocks have been buffeted by prevailing economic conditions. Yet global large caps can still offer investors significant shareholder value.
Long term demand for lithium can only go one way: Analysts
For the world to meet climate targets, the supply of battery-grade lithium will have to ramp up greatly, prompting expectations that the price will keep rising for years to come. And Australian companies with proven lithium deposits could do well as M&A in the sector stays hot, analysts say.
VC charging as startups grow to scale at speed, but support needed for next phase
Digital transformation, combined with companies staying private for longer, means successful startups are scaling up faster. The next wave of development, SeedSpace's Cathryn Lyall said, would come from larger VC fund allocation and sovereign wealth fund investment.
In the war over AI's future, the big guns may have already won
Large language models like ChatGPT are part of a long technology continuum driven by Moore's law, the observation that transistor capacity doubles every two years. To get in on AI's surging growth, says Munro Partners' Nick Griffin, investors should focus on the big - and not-so-big - names already poised to come out on top in the "race to shrink".
As energy transition gains urgency, ethical investing sees its moment
The clean-energy transition represents a huge opportunity for investors to earn good returns from investments that have a positive environmental impact - and ethical investors in Australia have particularly good cause for optimism, according to Australian Ethical.
A great way to play the booming natural gas market
Longreach taps into the LNG market supported by projects in Texas & Oklahoma.
Tailwind for private lending is just beginning: Pallas Capital
Australian CPI numbers were released this week showing a 6.1 per cent increase in consumer prices, the fastest pace in 30 years.
BofA fund manager survey suggests markets could bounce
Chief Strategist Michael Hartnett at Bank of America (BofA) comically titled the July fund manager survey "I'm so bearish I'm bullish".
Long-term performance potential intact for Responsible Investments
A weak June quarter 2022, driven by a higher-than-expected US May inflation reading, managed to spook investors and cause a sell-off in markets, making it one of the worst quarters seen in decades.
Secular themes continue to surge despite growth selloff
. Whether it was renewable energy, carbon or cryptocurrency, investors of all types are naturally optimistic, often seeking to allocate capital to the sectors and businesses that are building towards the future.
Global growth downgraded as Ukraine drags
Morgan Stanley have released their note covering the 2022 Midyear Economic Outlook. Most major economies, including the U.S., Europe, the United Kingdom and China, are each tracking toward GDP growth that will be half that of 2021.
Global asset portfolios to deliver 5% a year: BCA
New research from BCA Consulting predicts Australian equities will outperform global equities over the next 10 to 15 years.
The role of gold in portfolios as rates increase
There has been no better time to buy Gold than now and that's due to several reasons.
Headwinds and tailwinds - beneficiaries of new EM landscape
Recent market events have shaken us all and, although the long-term investment outlook for emerging market equities remains positive, we thought it pertinent to revise our outlook in the shorter term.
EV, media and cyclical tech among Capital's top tilts
Investment director at Capital Group, Matt Reynolds, outlines four uncertainties that are influencing equities markets at the moment.
'Green' trading evident in broker volumes
AUSIEX, one of Australia's leading wholesale brokerage firms, this week highlighted the growing popularity of ESG and sustainable investment trades.
Global funds drive capital flows in 2022
It's been two years since Covid-19 reared its ugly head, sweeping fear and panic across global markets and forcing central banks to release massive amounts of stimulus to safeguard against any further deterioration.
Infrastructure is 'not just a bond proxy'
There is a common belief among the investment community that infrastructure and other real assets are little more than a "bond proxy".
Active management preferred for ESG allocations
The events in Russia and Ukraine offered a real time insight into the challenges facing ESG, ethical and sustainable investors around the world.
