Sort By
  • Newest

  • Newest

  • Oldest

  • Author Name

  • Author Name

  • David Chaplin

  • Drew Meredith

  • Giselle Roux

  • Greg Bright

  • James Dunn

  • Lachlan Maddock

Why investors should keep waiting for the other shoe to drop

Investors have negative outlook “fatigue” and are tired of being cautious. But a large chunk of asset price falls have been due to earnings misses, and the lagged impact of monetary policy means the risks are still out in front.

Lachlan Maddock | 7th Jun 2023 | More
‘Lots of levers to pull’ as markets roiled: Michalakis

Hostplus is navigating the current market upheaval – and a murky future – by pumping more money into unlisted assets. But despite a gloomy outlook, the “innovation genie” isn’t going anywhere.

Lachlan Maddock | 8th Jun 2022 | More
Magellan goes cold on China as volatility reshapes portfolio

Magellan has abandoned its long-standing Chinese positions and cast a keen eye over financials as it attempts to weather an environment of more persistent inflation. Magellan has remained in the headlines on a near daily basis, with continued uncertainty around the return of CIO and founder Hamish Douglass, who took medical leave in early February….

Drew Meredith | 27th Apr 2022 | More
  • US mega-cap dominance drags active managers: Frontier

    Active managers are more sensitive than ever to valuation risk. But in recent times it’s been a case of “go big or go home.” In recent years, Frontier has noted a narrowing in the breadth of US equity market return drivers, and short-term extremes of the same, with just a handful of tech mega-cap stocks…

    Lachlan Maddock | 23rd Feb 2022 | More