News

From shorting banks to going long on software and putting cash on the throne, fund managers give their thoughts on near term opportunities with reporting season in the rear view mirror.

Despite a backdrop of weaker returns and uncertainty, Australian Ethical has continued to grow via great engagement and ‘consumer love’.

A global study has shown that the problems faced by the Big4 are universal; incumbent banks may have the data, products, infrastructure and capital, but it doesn’t guarantee customer primacy.

After an extended run as the hottest new thing, the recent decline of thematic ETFs serves as a reminder that their rightful place is outside the core element of portfolios.

As the bond sellout continues amid soaring rates, investors will increasingly rotate to gold as a capital preservation asset According to Rush Gold.

Infrastructure assets have been gaining investor interest due to their inflation hedging properties in recent times.

Many are seeking to oversimplify ESG, which is an inherently complex part of investing, while others are overcomplicating what is really a simple consideration.

Thing are looking up for retailers, and especially groceries providers, as higher prices drive profits. But the roads won’t be paved with gold to Woolies and Coles forever.

A safer, higher density alternative to liquefied hydrogen is being hailed as a potential game-changer in the industry.

A dramatic reporting season saw over 40 per cent of companies surprise to the upside, less than 30 per cent disappoint and a third fall in line with expectations.

The race to tokenize is on, with Australia joining Switzerland, the US and Japan in embracing the technology

Higher interest rates, a slowing property market and the promise of loan defaults is curbing the enthusiasm of analysts on future bank earnings.