Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

Home / Insight Investment|

Insight Investment|

1-6 out of 6 results.

Mapping markets: outlook from 10 portfolio managers

  • 5 July 2018

Welcome to ‘Mapping Markets’, the first in a new quarterly series of ideas and outlook from Insight’s investment team. This report covers Insight Investment’s latest thinking on diverse topics spanning credit markets, the global economy and responsible investment.

Investors can’t afford to ignore the blockchain revolution

Blockchain is a powerful technology. The most successful companies will be those that have the ability to harness its power. Three groundbreaking examples are global payments, data protection and verifying land titles.

Quarterly fixed income and currency outlook

  • 1 June 2018

The fixed income sector has come under scrutiny lately, specially following Italy’s bond crisis. Insight Investment, a leading global asset manager, has published its quarterly review and outlook. This report is intended for wholesale investors.

The merit of currency exposure if equity markets fall

Australian investors with foreign currency assets must consider whether to hedge the currency exposure, but the overall context of their portfolio is relevant or losses could be magnified.

The role of multi-asset funds in retirement

Fund managers take different approaches to asset allocation, either leaving it unchanged in a 'strategic' position, or responding 'dynamically'. Either way, multi-asset funds have many of the features retirees want.

Emerging markets: Harnessing currency returns

  • 16 November 2017

A large part of the return from investing in emerging market assets comes from currency exposure. However, Australian dollar investors typically lose out on this due to the economic links between Australia and Asia, and the impact of changes in commodity prices.

Most viewed in recent weeks

2024/25 super thresholds – key changes and implications

The ATO has released all the superannuation rates and thresholds that will apply from 1 July 2024. Here's what’s changing and what’s not, and some key considerations and opportunities in the lead up to 30 June and beyond.

The greatest investor you’ve never heard of

Jim Simons has achieved breathtaking returns of 62% p.a. over 33 years, a track record like no other, yet he remains little known to the public. Here’s how he’s done it, and the lessons that can be applied to our own investing.

Five months on from cancer diagnosis

Life has radically shifted with my brain cancer, and I don’t know if it will ever be the same again. After decades of writing and a dozen years with Firstlinks, I still want to contribute, but exactly how and when I do that is unclear.

Is Australia ready for its population growth over the next decade?

Australia will have 3.7 million more people in a decade's time, though the growth won't be evenly distributed. Over 85s will see the fastest growth, while the number of younger people will barely rise. 

Welcome to Firstlinks Edition 552 with weekend update

Being rich is having a high-paying job and accumulating fancy houses and cars, while being wealthy is owning assets that provide passive income, as well as freedom and flexibility. Knowing the difference can reframe your life.

  • 21 March 2024

Why LICs may be close to bottoming

Investor disgust, consolidation, de-listings, price discounts, activist investors entering - it’s what typically happens at business cycle troughs, and it’s happening to LICs now. That may present a potential opportunity.

Sponsors

Alliances

© 2024 Morningstar, Inc. All rights reserved.

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.