Investment

Investment

No time for investors to be heroic: MLC

The range of forecastable economic outcomes is as wide as its ever been, says MLC Asset Management portfolio manager Myooran Mahalingham. Tread lightly on the hunt for alpha, and keep the fundamentals front of mind.

Tahn SharpeOctober 22, 2020

Investment

No regrets, no zombies: What the budget got right and wrong

Why is the government "betting the house" on a private sector led recovery, asks Grattan Institute CEO Danielle Wood, when consumer confidence is the key to Australia's economic revival?

Tahn SharpeOctober 8, 2020

Investment

Kerry Kennedy on corporate responsibility and shoelace equality

The lawyer and human rights activist flagged the role of business leaders in leading the fight for racial and gender equality, while also revealing how the death of her father and her unorthodox childhood shaped her beliefs.

Tahn SharpeSeptember 25, 2020

Investment

Aussie millennials leading pandemic investment surge

An opportunistic mindset is seeing Aussies aged between 24 and 39 turn to investing during the pandemic era, reflecting a global trend for younger investors to take advantage of current volatility.

Tahn SharpeSeptember 10, 2020

Investment

Advice on the brink of standardised growth/defensive metrics

Work is underway - at last - to standardise the way growth and defensive assets are classified. The hope is that this will not only provide more certainty around portfolio construction, says David Bell, but enhance the way we define, measure and communicate risk.

David BellSeptember 9, 2020

Investment

Ray Dalio laments: ‘We’re at each others’ throats’

Despite the benefits of globalisation and capitalism, wealth inequality has created conflicts that can only be addressed with bipartisan policy and a focus on the common good, according to the high-profile hedge fund manager and philanthropist.

Tahn SharpeSeptember 8, 2020

Investment

Aussies more realistic about returns: Schroders

While Australians are more conservative in their investment outlook, Schroders CEO Chris Durack says they still might be in for disappointment. Spare a thought for investors in the Americas, who expect a total return of 13.1 per cent per annum over the next five years.

Tahn SharpeSeptember 4, 2020

Research

New portfolio construction rules are in play: Investment experts

Private equity will play a more prominent role in the construction of portfolios, with characteristics of traditional defensive asset classes put to the test and volatility becoming a feature of public markets.

Tahn SharpeSeptember 1, 2020

<1of285>