Plenty of ink gets spent by strategists and economists opining on the latest political developments and implications for markets. So, does investment success require a crystal ball on politics?
The historically low cash rate has meant investor appetite for yield across the fixed income spectrum has become insatiable. In searching for yield, one key asset class has generally been overlooked. Investment Manager, Guy Kaufman, explains.
As investors we take positions with foresight but are judged from hindsight. So come 2030, how will you judge your investment decisions during the COVID-19 dislocation?
The search for enhanced returns in a low rate environment can be a fruitful exercise, but it is not without danger. Managing Director, John Garrett, explains how investors can mitigate risk.
“Bad companies are destroyed by crises, good companies survive them, great companies are improved by them.” When it comes to investing in a crisis, how do you identify the great companies that will capitalise, adapt to change and emerge stronger?
The events of 2020 have reiterated just how hard it is to forecast markets. When it comes to building a robust portfolio, regardless of market conditions, we seek to answer just one key question.
With investors continuing their 2019 hunt for yield into 2020, our small caps team have identified three new stocks in real estate that combine both an attractive passing yield and potential for capital appreciation.
In investing, strange things can happen. And if you went back a decade ago and surveyed investors, I don’t think you’d find anyone predicting negative interest rates.