Most people’s experience of artificial intelligence has been the chatbot: ask a question, get an answer. That use is still growing. What is changing—and what matters for Contrarius’ Funds—is the next layer of demand.
Most people’s experience of artificial intelligence has been the chatbot: ask a question, get an answer. That use is still growing. What is changing—and what matters for Contrarius’ Funds—is the next layer of demand.
We wrote recently about how the DEI backlash has affected the ESG investment landscape. Long story short: it’s had a detrimental impact on US flows into ESG assets, although the long term arguments in favour of ESG investing arguably remain unscathed.
The managed fund versus ETF debate continues to rage across financial markets. Whilst some would argue that ETFs have been winning that debate for many years, there are compelling benefits of investing in managed funds alongside ETFs that are worth being aware of.
Let’s unpack the nuances, and discover the benefits of a combined ETF/managed fund strategy…
They track well-known indexes. They have easy to understand themes. They’re straightforward to trade. Exchange-traded funds (ETFs) are here to stay as mainstream investment vehicles which make millions of investors’ lives easier.
For most investors, choosing the right ETFs can be a pivotal step in building a successful investment portfolio. With the vast array of ETFs available, each tailored to different sectors, asset classes, and investment strategies, selecting the right ETFs requires careful consideration…
Navigating the investment world can feel like a never-ending quest for the next big win. Investors all around the world pore over spreadsheets, dissect earnings reports, and dream of compounding their returns into the exponential returns the charts tell us are possible.
Research has long recognised the inconvenient truth that investment losses sting with around double the intensity of the joy an investment profit can bring. Hence, a gain of $10,000 makes you smile, but a loss of the same amount feels like a punch to the gut.
With the ASX 200 yielding a mere 3.5%, it’s not just lagging behind traditional term deposits but is also outshone by the enticing offers from private credit providers.
When you throw into the mix the fact that ASX dividends are trending downwards, it’s no surprise that some investors are dismissing the once-popular dividend strategy.
As Trump’s tariffs continue to scare global markets, investors are increasingly searching for defensive assets positioned to deliver regardless of what comes out of the American commander-in-chief’s mouth.
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…
As markets wobble in the wake of President Trump’s tariffs, bonds are stepping up to the plate, providing a safe haven for investors while stocks plummet. Most bond ETFs and managed funds have started outperforming, with many reaching performance heights not seen in months.
After our recent investor event, we sent out a survey regarding the topics investors would like to hear more about. One asset class dominated all others in the feedback: private credit.
Investors were clear: the prospect of solid risk-adjusted returns without the volatility of listed markets is fuelling their interest in private credit.
The only thing that’s certain is change. The world of investing is no exception. Long gone are the days when a stockbroker with encyclopedic knowledge of the markets was your best ally. Welcome to the era of AI in which algorithms, data crunching, and predictive analytics are the game-changers for many investors.