Here’s an investment truth that not everyone is focused on: when most Australian investors think they are diversifying globally, they are really just buying more US exposure.
Here’s an investment truth that not everyone is focused on: when most Australian investors think they are diversifying globally, they are really just buying more US exposure.
A year ago, the US equities story was the about the only investment game in town. How things have changed since the US tariffs were announced and the ‘Trump Dump’ began.
As global markets swing between optimism and uncertainty like a pendulum, investors are increasingly on the lookout for alternative ways to fortify their portfolios.
Amidst this strange new world of trade wars and deteriorating geopolitical relationships, Australia finds itself in a peculiar position: a land of promise and opportunity wrestling with the spectre of mediocrity at a time when competitive advantage is everything.
More than ever, the country’s future depends on rising above the apathy that’s taken hold of the economy…
In most developed markets, including Australia, higher interest rates have tempered inflation but it’s proving stickier than most central bankers expected. In short, the journey to tame inflation is taking longer than expected and remains far from won.
The concept of diversification has long been foundational to most investment strategies. However, the rise of the Magnificent 7 in recent years seemed to disprove its benefits to large swathes of the global investment community. As a result, millions of investors have been ‘all-in’ on the same trade.
That was then and this is now. The world has changed in profound ways since Trump’s inauguration, and markets have been reminded of the benefits of diversification.
The stage is surely set for a resurgence in multi-asset investing…
Have you ever met a true permabear? It sometimes seems like this pessimistic breed of investors are preprogramed to celebrate all bad news and criticise all good news.
There aren’t many asset classes which have grown as consistently as private credit in recent years. More and more investors are allocating a portion of their fixed income capital to this fast growing asset class. For good reason. The solid risk-adjusted returns available in private credit provide welcome stability and predictability to investors’ portfolios.
As the US dollar continues its inexorable rise, the Aussie dollar has been left in its wake over the past four months.
Whilst that’s bad news if you want to travel to the US, it’s good news for investors who are positioned to benefit…
We all know the US has been attracting investment capital from all around the world at an unprecedented rate.
What may be more surprising to some investors are the growing global divergences of earnings growth expectations by region, as well as within the US.
Happy new year! We hope it’s a healthy and happy one for you.
While no one knows exactly what’s coming in the year ahead, most investors will be asking themselves similar questions as the new year begins. For example, will 2025 be a repeat of 2024’s US-led market resilience and euphoria? Or will markets follow a different playbook this year which requires investors to make tactical adjustments?
With these questions in mind, it’s time to do our best at crystal ball gazing to help investors make sense of what may be coming in 2025…
After a challenging period, the outlook for Australia's interest rate-battered property funds is improving. Stabilising borrowing costs and the prospect of a rate cut next year are paving the way for a market recovery.
With attractive valuations and strong income growth, listed property funds invest in portfolios of Australian Real Estate Investment Trusts (or A-REITs) are poised for solid gains, especially as early signs of recovery are emerging across the retail, industrial and office sectors.