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Edition: White Papers 2022

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Outlook 2023: An investor’s guide to the year ahead

Markets want to believe that central banks will blink and change direction, negotiating the economy towards a soft landing. But in our view, a hard landing remains the most likely outcome in 2023.

Disruptive Technology Views: Web3

This edition of Disruptive Technology Views explores the megatrend “expanding power of the crowd”; explains Web3 “tokenomic” supply; and introduces “QuantaVenture” capital, a new approach to venture capital.

Growth that matters: investing in a world in transition

Today, interdecadal shifts are happening on three fronts – inflation, interest rates and geopolitics, triggering a change in equity market leadership (from growth to value stocks). In this paper, four Capital Group investment professionals share their thoughts on the global economy and how they are investing in a world in transition.

Fixed income: Volatility and uncertainty here to stay

Two words come to mind when describing fixed income markets at present: volatility and uncertainty. The macro factors influencing the current environment include COVID's legacy, war in Ukraine, high inflation, tightening monetary policy and a strong dollar.

Long-term 'signal' versus short-term 'noise'

This in-depth paper explores Hyperion's portfolios' recent underperformance and why the macro environment should be more favourable to the fund's investment style as we move from growth abundance to growth scarcity.

Quarterly ETF report September 2022

The Australian ETF market attracted $3.5 billion in new investments during the September quarter, while assets under management remained steady at around $121.5 billion. Inflation and central bank policy remained the focus for markets.

ESG Global Study 2022

Many investors are contemplating how to integrate ESG issues into their investment decisions. For our latest ESG study, we surveyed over 1,100 global professionals, including advisors, consultants and intermediaries to obtain in-depth ESG insights, thoughts on ESG trends and views regarding ESG regulation.

Attractive opportunities remain across four key credit markets

It has been a challenging year for fixed income markets in 2022 amid rising inflation and slowing global growth. While uncertainty is likely to remain elevated, today’s starting yields offer an attractive entry point for long-term investors.

The long and short of investing in volatile markets

A challenging macroeconomic backdrop of rising inflation and interest rates has tested investor patience over 2022 and global recession fears have done little to help. This paper discusses developments with Perpetual's long-short funds and thoughts on the past reporting season.

The 2022-23 Federal Budget in brief

The budget’s announcements are broadly in line with media reporting over recent days and mostly reflect a number of election commitments. The Treasurer announced key policy initiatives in childcare, aged care, university and vocational education places and lowering prescription costs.

In the Fed, we trust

Investors are deep in the inflation era. The question is, how deep? Are we up to our knees, our waist or our necks? And is the depth subsiding?

Practical application of ESG and investment strategy

Affording significant weight to ESG for investment decisions is prudent for real estate investors regardless of whether they have altruistic or financial motivations given that ESG-based strategies deliver superior long-term capital protection, creation and growth.

Most viewed in recent weeks

An important Foxtel announcement...

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.

Welcome to Firstlinks Edition 575 with weekend update

A new study has found Australians far outlive people in other English-speaking countries. We live four years longer than the average American and two years more than the average Briton, and some of the reasons why may surprise you.

  • 29 August 2024

The challenges of building a portfolio from scratch

It surprises me how often individual investors and even seasoned financial professionals don’t know the basics of building an investment portfolio. Here is a guide to do just that, as well as the challenges involved.

Creating a bulletproof investment portfolio

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.

Welcome to Firstlinks Edition 578 with weekend update

The number of high-net-worth individuals in Australia has increased by almost 9% over the past year, and they now own $3.3 trillion in investable assets. A new report reveals how the wealthy are investing their money.

  • 19 September 2024

Why I'm a perma-bull on stocks

Investors overestimate the risk of owning stocks and underestimate the risk of not owning them. In the long run, shares crush other major asset classes, yet it’s one thing to understand this, it’s another to being able to execute on it.

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