The case for Australian equities
Updated May 2022 Blessed with resilience and resources The Australian economy has proven more resilient than most during recent economic crises. It... Read More
Infrastructure assets are well placed for an era of inflation
March 2022 Global stocks struggled early in 2022 because investors were concerned about faster inflation, which has risen to its highest in four... Read More
Equity Styles and Factors During Periods of High Inflation
AuthorsBenjamin R. Nastou, CFAPortfolio Manager Jeffrey D. Morrison, CFAInstitutional Portfolio Manager Jonathan PerlmanQuantitative Research Associate Jed Stocks, CFAPortfolio Manager After remaining at... Read More
ESG election: what Labor means for investors
May 26, 2022 Australian Equities,Pendal Horizon Fund,Pendal Sustainable Australian Fixed Interest Fund,Responsible Investments,The Point The shift towards progressive politics and climate action... Read More
How education enhances value from advice
Educational Qualifications: Bachelor of Computing and Information Systems, Graduate Diploma Financial Planning, Master of Financial Planning Position: Private Client Adviser Practice: Brady & Associates Financial... Read More
THE IMPORTANCE of remaining rational
A common question from investors is: “What’s your outlook for the next 12 months?” My honest answer these days is: “I don’t... Read More
Infrastructure and decarbonisation
Gerald Stack – Head of Investments, Head of Infrastructure and Portfolio Manager, Magellan JUL 2021 Under the Paris Agreement (a legally binding international treaty... Read More
China: Time to Run or Time to be Bold?
BY ANDREW CLIFFORD, 29 JUL 2021, Platinum Asset Management Recent activity from Chinese regulators and the response from markets is testing the resolve of... Read More
Lower interest rates, house prices and super: The keys to Australia’s household wealth
Australia’s household wealth stands at almost $14 trillion: This is what it looks like One of the most important channels that lower... Read More
Electric vehicles are the next revolution in automobiles
JUN 2021 Michael Collins, Investment Specialist Magellan Group For Formula E motorsport, the 2020-21 racing season was transformational. Seven years after electric... Read More