What company delistings mean for ETFs
21st October 2024
Investment Commentary
COOL HEADS: CORONAVIRUS, FEBRUARY 2020
Amit Lodha, global equity portfolio manager at Fidelity, and Judith Finegold, healthcare analyst and portfolio manager, discuss the emerging investment implications as Covid-19 spreads around the world.
Added: 10 March 2020
THE BENEFITS OF INVESTING IN GLOBAL LISTED INFRASTRUCTURE
Most of my clients portfolio include a portion invested into global listed infrastructure. Not quite sure how it fits in?Here’s a short information video from RARE Infrastructure to explain the benefits.
Added: 12 November 2019
ARE AUSTRALIAN SHAREHOLDERS SAFE FROM GLOBAL CONTAGION?
With climate protesters in the streets, activists in the boardrooms and Donald Trump in the Whitehouse, your clients could be forgiven for feeling nervous. But are issues like Brexit and US–China trade tensions just background noise, or will they have real-world implications for your clients’ investments?
In the third and final instalment in our Australian Equities Insight Series, Martin Conlon, Schroders Head of Australian Equities, helps you and your clients answer these questions:
- What does an uncertain global environment mean for Australian investors?
- What role should environmental, social and governance (ESG) factors play in your investment choices – and what does truly sustainable investing really mean?
GEOPOLITICAL IMPACTS ON AUSTRALIAN EQUITIES
From trade tensions to Brexit, our headlines are dominated by global geopolitics. But behind the headlines are the long-term trends creating ongoing instability. Martin Conlon says the critical task facing central banks and policy makers is to find a new path for sustainable growth, moving the world away from ‘financialisation’ and destabilising wealth inequality.
ESG AND SUSTAINABLE INVESTING
Since the early 2000s, investors have been paying increasing intention to environmental, social and governance (ESG) factors.But what roleshould ESG play in your investment choices, and what does sustainable investing really mean?
According to Martin Conlon, ESG is just one part of a bigger picture – the continuing need for companies to think deeply about how theycreate enduring value for shareholders, customers, employees and the community.
Added: 06 November 2019
AUSTRALIAN EQUITIES INSIGHT SERIES
In a low growth environment awash with easy credit, and the Australian share market already trading at near-record highs, navigating through the noise can be challenging. To answer some of the critical questions facing you and your clients we’ve created the Australian Equities Insight Series with Martin Conlon, Schroders Head of Australian Equities.
In part one of this three-part series, Martin will answer:
- How will an uncertain global environment affect Australian investors?
- How are record-low interest rates affecting the market?
- How should investors be positioning their portfolios for the future?
You can view the first three videos of the series below. Make sure to keep an eye out for part two and three in the coming weeks.
REPORTING SEASON HIGHLIGHTS – AUGUST 2019
What did the 2019 reporting season reveal about the health of Australia’s leading companies – and what lessons does it hold for investors? In this video, Martin Conlon discusses why in a low growth environment, it’s essential to look beyond day-to-day volatility and seek out companies with the characteristics for enduring success.
PLANNING FOR THE NEXT 10 YEARS
With the 2020s just 15 months away, now is a great time to take a step back and think about the long-term. 10 years ago, the top 10 companies in the world were dominated by energy companies, and Chinese companies. Today, seven of the top 10 companies are technology companies.
Watch the video to hear Amit Lodha, Portfolio Manager at the Fidelity Global Equities Fund, explain which major tech company may not be around in 10 years’ time.
Added 18/12/2018
In this presentation from the Pinnacle Investment Summit 2018, Plato Investment Management’s Managing Director, Don Hamson, discusses: Diversifying risk in any environment, as well as the impact of the Labor proposal regarding the cessation of franking credits.
In his recent interview with Informed Investor, Chris Siniakov, Managing Director, Australian Fixed Income from Franklin Templeton explains that the Australian economy remains challenged – and that investors should get used to more moderate levels of economic activity.
He describes some of the key risk signals he is seeing in global bond markets and how excess liquidity around the world is likely to keep overall bond yields lower for longer.
Added 04/09/2018
With US / China trade agitations in the headlines, hear from Hamish Douglass, Magellan’s CEO and CIO, as to how he views various scenarios playing out and what the likely impacts could be on markets.
Added 5/8/2018
Global stock markets could face the most volatile period since 2008-09. Magellan Chief Investment Officer Hamish Douglass discusses the current economic situation and what they are doing with their portfolio.
In depth in eight minutes: How investors should behave before, during and after a correction. Richard Edgar from Fidelity explains…
CHANGES IN GLOBAL GDP OF THE TOP 10 COUNTRIES
This link is a moving (yearly) infographic of the changes in Global Gross Domestic Product of the Top 10 countries. China wasn’t in the Top 10 in 1972 and it becomes number 2 by 2030 (India follows a similar path into 3rd), whilst USA reduces its share. Don’t bother expecting Australia to appear.