MSCI

The global transition away from fossil fuels will require a massive reallocation of capital, and with the technology driving it now more cost-effective than ever, companies and investors that seize climate-related opportunities will be best placed to reap the benefits, according to recent MSCI research.

As the economy tilts toward recession, portfolio analysts are turning towards sectors and companies that handle cloudy conditions better than most. Healthcare, energy, consumer staples and utilities come into focus, while cyclical sector companies lose favour.

As investors start to look past the pandemic, the economic cost and scarring from Covid-19 has been significant. The International Monetary Fund (IMF) says “unlike the 2008 crisis, emerging markets and developing economies are expected to suffer more scarring than advanced economies”. In the same way that the US and Australia were able to provide…

The first quarter of 2021 saw renewed confidence in global equity markets, supported by positive developments in the fight against coronavirus together with better-than-expected economic data. Fiscal stimulus and vaccine rollout have far exceeded expectations, causing equity markets to overcome bouts of volatility. The Dow Jones Industrial Average and S&P 500 indices hit new all-time…

Lesson #1. Gold does well in crises, acting like portfolio insurance Every investor wants an asset that offers downside protection, or insurance of a sort. And preferably one that is not suspiciously complicated or synthetic. Perhaps the major lesson from the coronavirus is that gold can provide this type of insurance, as the yellow metal…

Hyperion Asset Management’s top-performing global equity fund, which has beaten its benchmark by a wide margin since inception in 2014, lists as an exchange-quoted managed fund on the ASX today (March 22). The listing (ASX: HYGG) continues a dream start to the year for the Brisbane-based boutique, which sits under the Pinnacle Investment Management multi-affiliate…

The Australian exchange-traded fund (ETF) market continues to grow at a phenomenal rate, after inflows for January this year pushed the total ETF market to a new record high of $96.8 billion in total capitalisation. Over the last year the ETF market has grown by 47%, or $30.8 billion, as ETF providers have been busy…

With tensions rising in the South China Sea and regulatory pressure on the likes of Alibaba (NYSE: BABA) continuing to grow, the Chinese market is becoming an increasingly difficult one to navigate as Beijing seeks to exert itself on a global stage.  China has long been seen as the investment darling, supported by an expanding…

In a year of bushfires, cheap money, a Presidential election and a global pandemic, investors were exposed to a rollercoaster ride of mixed emotions, panic selling and dizzying bouts of volatility. Reflecting back on calendar year 2020, it is interesting to see which group of companies outperformed. Large or small caps? Tech or healthcare? It…

ASX200 pushes towards record, commodity reports, is Zip (ASX:Z1P) the new BNPL leader?  The ASX200 (ASX:XJO) benefited from a strong overseas lead and news that unemployment has fallen to just 6.6% to finish 0.8% higher. Surprise, surprise, technology was the leader once again, adding 2.7% after BNPL player Zip Co (ASX:Z1P) released a quarterly update. The group once again…