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18 September 2024
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As geopolitical tensions rise, Western countries are trying to de-couple from China and source products from other nations. The question is: which countries can replace China as the world's manufacturing powerhouse?
If it's common knowledge, it's not an outperformance edge. You may have insights about China, a great company, US ingenuity, inflation or interest rates, but if they are common, they are already priced in.
Much of the commentary on the impact of Russia's invasion of Ukraine on China and Taiwan lacks a deep understanding of each country's political reality. It may even improve, rather than exacerbate, the China-Taiwan problem.
Investing with previous-year top performing fund managers and acting along with the crowd puts you on the wrong side of a zero-sum game. There may be a 'fear' premium for investing in out-of-favour styles.
Capital-weighted index funds have been providing investors with low cost exposure to equity markets for 40 years. Now we have the potential of smart beta to consider as an alternative to active and index funds.
Is it possible to build a portfolio that performs well in any economic environment? So-called 'All Weather' portfolios have become more prominent of late, and this looks at what these portfolios are and their pros and cons.
APRA has released a plan to phase out bank hybrid securities and replace them with capital it regards as cheaper and safer. The transition will impact hybrid markets, funding spreads, and investor strategies.
Asset pricing remains buoyant and equity markets continue to chase financial assets over real ones. As the gap between ‘growth’ stocks and the rest widens further, investors need to decide which side to jump.
Sydney continues to have the most expensive median dwelling value, but the gap between it and the likes of Brisbane and Perth has narrowed. Melbourne's housing values are now the sixth lowest across the eight capital cities.
Earnings season displayed green shoots in consumer spending, signs of China's economic malaise, and higher interest rates having a very different impact across companies. Here are the winners and losers.
News Corp's plans to sell Foxtel are surprising in that streaming assets Kayo, Binge and Hubbl look likely to go with it. This and recent events in the US show the bind that legacy TV businesses find themselves in.
Artificial intelligence is taking the world by storm and the investment industry is still coming to terms with its immense capabilities. Here is how one fund manager is using AI to stay ahead of its competitors.