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Australian shares in 2016: a case study in the cyclical nature of investment styles

April 2017

​Value investing entered 2016 as the underdog investment style, but a strong shift in market sentiment during the year saw it come roaring back into vogue. ​

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Reporting season insight: how to manage a change of CEO

March 2017

There are several approaches companies can take when faced with senior management departures. Three examples that played out during the February reporting season illustrate this.

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Reporting season insight: are Telstra's dividends sustainable longer term?

March 2017

Telstra's recent earnings report raised some interesting questions about how long it continue to pay dividends at the current level.

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Highlights of the reporting season

March 2017

Key themes of the February reporting season were a rebound in profits, mainly because strong resource earnings; early signs of improvement for companies exposed to infrastructure and capital spending; and high dividend pay-outs.

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Why investors should expect the unexpected in 2017

February 2017

Despite a highly unpredictable investment environment, share market returns have remained strong. What’s behind this paradox?

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Beyond president Trump, what are the key risks for investment markets in 2017?

February 2017

Although the uncertainties about President Trump’s administration and policies continue to dominate the news, they are by no means the only factors that will drive markets in future.

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Infographic: The global picture

December 2016

Take a visual tour and find out how changes to portfolio construction, macroeconomic dynamics and superannuation trends are reshaping the world for investors.

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The year in review 2016

December 2016

2016 was an unusual and challenging year on several fronts for investors. The health of China’s economy and its share market stability were significant concerns at the beginning of the year, though these concerns dissipated as the year progressed.

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Four market trends to watch right now

December 2016

More M&A, cheap global energy, disruption to industries by software and robotics, and a resurgence of nationalism are key trends Fairview Equity Partners are paying attention to.

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The dreaded active vs passive debate

December 2016

The importance of asset allocation and the age-old active vs passive management debate: Michael Karagianis, Private Investing Consulting (PIC) discusses.

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Style matters

December 2016

Investment styles are often used to describe different approaches to investing, but what do they really mean for investor returns?

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China's recovery means more upside for iron ore

November 2016

In October, Antares Equities made a research trip to China. They visited three cities - Beijing, Shanghai and Tangshan - and met a wide range of companies.

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Skewing the investing odds in your favour - an alternative approach to alternatives

November 2016

With bonds and shares likely to offer low returns for some time, investors should consider new approaches to alternative strategies.

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Constructing a resilient equity yield portfolio as interest rates rise

November 2016

How do you find high yields in companies that aren't traditionally considered yield equities? Antares Equities explains.

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Benchmark volume 3 - Investor

November 2016

Welcome to the latest edition of Benchmark magazine - Portfolio construction and investment styles.

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Investing in the (not so) secret life of pets

November 2016

MLC discusses how humanisation is one of the key drivers of increased spending per pet and has seen private equity capital investment in pet-related companies globally.

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Equity investing: is it as easy as ESG?

November 2016

Investing on the basis of a company’s environmental, social and governance (ESG) practices is a growing trend in financial markets. Max Cappetta from Redpoint explains.

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5 reasons why you should worry about inflation

November 2016

After several years of benign inflation and even deflation in some parts of the world, one might ask how prepared investors are for an inflation scare. Antares Fixed Income explains.

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Herding towards passive

November 2016

The popular trend towards funds that passively track a broad market benchmark is the latest episode in a consistent human desire to herd and follow trends set by others similar to us.

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The China syndrome: credit meltdown or slowdown?

November 2016

For investors, China provides questions with no final answers. As evidence points to China navigating towards a financial crisis, can you afford to be a passive investor and observer?

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Will President Trump’s campaign promises prove to be a “head fake”?

10 November 2016

With Donald Trump now confirmed as the President-elect of the United States of America, MLC’s Chief Investment Officer, Jonathan Armitage, discusses what Trump’s campaign promises may mean for global markets. 

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America at the crossroads?  Challenges for the new President.

9 November 2016

With Donald Trump in line to be the 45th US President, MLC’s Senior Economist Bob Cunneen looks at what this win means for markets and the economic situation the new president will face.

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Making America grate or great again?

November 2016

We’re one week out from the election of the next ‘Leader of the Free World’. Three questions investors are asking about the US election.

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The potential impact of a Trump presidency on financial markets

October 2016

How much damage could President Trump do? MLC’s Head of Investments Dr Susan Gosling outlines the best and worst case scenarios if Donald Trump runs the most powerful nation on earth.

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Highlights of the reporting season

October 2016

Antares Equities explains the key themes of the August company reporting season which included a resurgence of interest in value stocks and an ongoing preference for paying dividends.

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The return of  political risk to financial markets

August 2016

In a potential turning point for the UK and the global economy, the Brexit vote has reignited concerns of an unravelling European Union (EU) project.  Antares Fixed Income discuss managing political risk.

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Rise of the robots

August 2016

Kajanga Kulatunga, Portfolio Specialist, takes a closer look at how advances in robotics are revolutionising our world.

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Need unique? Then build unique…

August 2016

Is your investment risk right for the current markets? MLC explain how equities are an important part of a portfolio but you must also not ignore the need to mitigate risk.

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Investing in a complex world

August 2016

The faster and more interconnected the world becomes, the more complex economies and financial markets become. So what does this mean for the evolution of traditional approaches to investment management?

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Harnessing Disruption

August 2016

There is no question that our industry is at an intriguing inflection point with the move to self-directed investing and nascent digital advice offerings. Disruptive innovation, while the latest buzzword, is an important part of a normal functioning market place and perhaps the only surprise is really how quickly innovation is accelerating due to digital enablement.

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Can you out-smart beta?

August 2016

The evolution and growth of interest in systematic beta strategies is a dominant trend in financial markets. Max Cappetta from Redpoint Investment Management explains.

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Infographic - Financial year in review

August 2016

Take a visual look at the financial year, from Grexit to Brexit. The year was in many ways an extraordinary one, with a range of positive and negative influences at play.

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Investment gems shine brightly through Britain's grey clouds

August 2016

The impact Brexit will have on economic growth is not fully understood, but it’s a timely reminder that share performance can be quite different to economic performance.

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Infographic - The State of Play

August 2016

Changing demographics, macroeconomic dynamics and capital market realities are reorienting the world for investors.

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Can human beat machine

August 2016

Quantitative investment management approaches threaten to ‘Uberise’ the investment management industry. Can an investment process be automated? Altinsic Global Advisors explain.

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The Long Game

August 2016

MLC’s CIO Jonathan Armitage explains the long game of investing when return opportunities are scarce.

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The secular stagnation syndrome

August 2016

Is Australia's destiny long-term stagnation? Are we “turning Japanese”? Senior Economist and Portfolio Specialist Bob Cunneen examines the evidence.

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The upside of active share

August 2016

Global equities manager Intermede looks at the evolution of active share managers and questions how active they truly are.

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There is no free lunch

August 2016

Antares Capital discusses the current investment environment and why investors should be wary of chasing unrealistically high return targets.

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Staying the course

August 2016

While much has been said about the current investment environment, Pengana sees opportunities for smart investors who stick to the basics, remain vigilant and patient, and focus on research.

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Do you know the benefits of investing beyond the top 20?

July 2016

Beyond the top 20 companies on the ASX, Antares considers there to be greater opportunity for diversification and outperformance. 

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A healthcheck on the Australian and global economy

July 2016

NAB Asset Management Senior Economist and Portfolio Specialist Bob Cunneen takes a look at recent events.

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2016 financial year in review – from Grexit to Brexit

July 2016

With the close of the financial year, it’s time to review what’s happened in investment markets and take a look at the year ahead. MLC’s portfolio specialist John Owen provided this comprehensive review.

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Climate change risks: what's your manager doing?

July 2016

How’s climate change impacting the decisions of some of the world’s leading investment managers? JANA’s Kirsten Temple explains.

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Brexit outcomes and implications

June 2016

In our latest video, Senior Economist and Portfolio Specialist Bob Cunneen discusses a number of factors that will be impacted by the ‘leave’ vote.

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Three Brexit questions investors are asking, one week out

June 2016

How much notice do we need to take of the Brexit vote? Our senior economist and portfolio specialist, Bob Cunneen explains

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BREXIT: Hello Goodbye

June 2016

In a surprise outcome, Britain has decided to LEAVE the European Union. While the reaction and full implications of the referendum will continue to evolve.

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The 3 big issues keeping private equity investors awake at night

June 2016

What’s keeping some of the big private equity investors and entrepreneurs awake at night?

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Disruption, Growth and opportunities

May 2016

Infographic - Each day new disruptors are emerging - changing markets and creating opportunities.

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The Low Correlation Strategy

May 2016

MLC’s multi-asset portfolios – using alternatives to hedge your share market risk

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From start-ups to turn-arounds, what is private equity?

May 2016

Private equity has made headlines recently, but for many of the wrong reasons.

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Demystifying hedge funds: finding returns in volatile markets

April 2016

Hedge funds are a widely known alternative investment that can potentially provide excellent diversification to a portfolio, and additional sources of returns.

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The power of disruptive innovation

April 2016

Innovation is all around us and is constantly changing the world. When a company is considered as an investment, innovation – both current and potential – must be analysed, as it can have a huge impact on long-term investment returns.

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Knowing what the future holds

April 2016

Are the best investors those who have the most accurate insight into the future? If so, can that insight be learned or is it a rare and elusive skill? 

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Disruption and Darwinism

April 2016

Much was written about the attraction of 'disruption' by investment analysts during 2015. How new technology is enabling smaller, smarter and nimbler start-ups to build disruptive business models by achieving the 'magical trifecta' of better service to more customers at a lower cost.

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On the edge of a biological cusp

April 2016

Your genome is made up of a 4 letter alphabet, consists of 3bn letters and defines who you are. Altrinsic Global Advisors explains how this affects their investment decisions today and into the future.

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A new climate for change  

April 2016

Redpoint Investment Management Pty Ltd, equities fund manager, believes one of the greatest challenges facing investors today is the impact of climate change. 

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The curious case of the slightly disruptive cows

March 2016

A2 Milk Company’s share price has risen sharply since listing last March. Nearly 10% of the grocery store fresh milk market belongs to A2 Milk. Katie Whiffen shares their fascinating story of disruption.

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Ex-20 investment strategies

March 2016

Australian equity Ex-20 strategies offer the liquidity of the larger part of the market, combined with the longer-term growth potential of smaller companies. 

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The oil revolution: what's happened and where's it heading?

March 2016

Hovering around $30 a barrel, oil is now cheaper than milk. Oil has been undergoing one of the greatest revolutions in decades. It makes industry disruption in the taxi industry look inconsequential.

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The shape of things to come

March 2016

With the retail digital experience now shaping consumer expectations about how financial services are delivered, futurist Chris Riddell discusses the power of disruption and innovation and how the industry can adapt to a quickly changing world.

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Out with the miners, in with the banks: the changing face of the ASX

March 2016

In 2008 BHP’s index weighting was almost equal to that of the big four banks combined. Fast forward seven years and the tables have turned. MLC’s CIO Jonathan Armitage discusses this fascinating shift.

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4 factors driving volatility

February 2016

No-one could have predicted that markets would behave the way they have in the opening weeks of 2016, however it’s not come as a complete surprise. Jonathan Armitage discusses the four main factors making investors nervous.

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Three reasons behind Chinese equity market declines

February 2016

Chinese markets have taken the headlines in recent months. But while volatility and economic growth have been in the spotlight, there are glimmers of hope. Jonathan Armitage discusses the factors driving this increased volatility.

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Do India's strong iron ore and natural gas reserves pose yet another threat to Australia’s resources?

February 2016

Jonathan Armitage, MLC’s CIO examines whether India’s booming population and growing economy will likely buoy up demand for Australia’s resources sector, or pose a threat to supply.

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Has US earnings growth peaked? 3 factors investors need to start paying attention to

February 2016

Following a recent research trip to the US, Jonathan Armitage, MLC’s CIO shares his views on the world’s largest economy. Here are three factors he think investors need to pay attention to.

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Japan - why it's time to start looking beneath the headlines

January 2016

After meetings with the Bank of Japan and Japanese economists, MLC’s CIO Jonathan Armitage shares what he believes are two significant themes which should make investors take note of Japan as a serious investment contender.

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Why have markets been so weak in 2016 so far?

January 2016

​John Owen, Portfolio Specialist, discusses the widespread share market falls recorded in the first week of trading and how our portfolios are positioned.

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The year in review

December 2015

John Owen, Portfolio Specialist at MLC, reviews what’s happened in investment markets this year and how the MLC portfolios are positioned for 2016.

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Falling share markets: what’s happened and how our portfolios are positioned

September 2015

While market downturns are generally unpleasant for investors, they are to be expected as uncertainty will never disappear from any financial market. Chief Investment Officer, Jonathan Armitage assesses what this volatility may mean for investors.

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Changes in MLC's insurance-related investments strategy

September 2015

MLC Inflation Plus Porfolios and MLC MySuper are affected by this changes.

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Changes in MLC's multi-asset real return strategy

August 2015

At MLC, we actively manage our portfolios and work continually to improve them. That's why we're making changes to our multi-asset real return (MARR) strategy for MLC’s Inflation Plus and Horizon portfolios.

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Don't miss Northward Capital's John Moore in the Investment Series

August 2015

This entertaining new television series aims to better educate the investment community about the types of products available to investors to meet their individual investment objectives and what to look out for in different life stages. For more detail click here.

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Alternative ways to hedge your share market risk

July 2015

Gareth Abley, Head of Alternatives Strategies, notes that as we head into our seventh year of a share bull market with bond yields globally at record lows, many investors are left scratching their heads. One response is to identify 'alternative' strategies that can generate positive returns and be uncorrelated to share markets. Even more enticing, is a sub-group of strategies within this universe that claim to be able to generate positive returns when share markets sell off. It is this sub-group of alternative strategies that is the focus of Gareth's article.

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The Greece crisis: A summary of what has happened and our portfolio positioning

July 2015

In this investment insight, John Owen, Portfolio Specialist, looks at the Greece crisis and discusses what's happened so far, our observations and what the Greece crisis means for MLC investors.