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Investment insights - investors

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.

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.

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.

Economic Update

June 2016

In the latest update, Bob Cunneen, Portfolio Specialist reviews events in markets during May.

The Low Correlation Strategy - an alternative way to hedge your share market risk

May 2016

Gareth Abley, Head of Alternative Strategies at MLC, discusses the role alternatives play in MLC’s multi-asset portfolios and the benefits they may bring.

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

May 2016

What is private equity? But importantly, why's it so attractive right now? Alicia Gregory, Head of MLC Private Equity explains

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. But they’re also known for their well-publicised ‘blow-ups’. Should you love them or hate them?

Economic Update

April 2016

In the latest update, John Owen, Portfolio Specialist reviews events in markets during March.

Five investment barriers to recognise if you're over 55

April 2016

Research shows the optimum age for making financial decisions is our early fifties. This is generally the point where people have a lot of life experience but cognitive decline hasn't yet set in.

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? ​

Disruption and Darwinism

April 2016

Are you game enough to pick the next Google or Facebook to invest in? Maybe you don’t need to. Pengana Capital looks at established Australian companies who are creating just as much disruption in their industries.

Ex-20 investment strategies

March 2016

Offering the liquidity of the larger part of the market with the longer-term growth potential of smaller companies, Australian equity ex-20 strategies target where the economy is going, not just where it has been.

How to avoid investment behavioural traps

March 2016

Investment markets can be unpredictable. Just when you get used to enjoying a prolonged period of strong returns, suddenly you can be faced with a wild share market rollercoaster and begin wondering whether you should get off.


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.

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.

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.


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.  

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.


Economic Update

January 2016

John Owen, Portfolio Specialist, discusses subdued share markets, the impact of monetary policy and how MLC's portfolios are positioned.

How to avoid investment behavioural traps

January 2016

Kajanga Kulatunga, Portfolio Specialist, discusses how investment markets can be unpredicatable and four of the behavioural traps that investors should be aware of.

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.

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.

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. 

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.

Change in MLC's fixed income strategies

May 2015

We've appointed two new managers, Fischer Francis Trees & Watts (‘FFTW’) and Insight Investment Management (Global) Limited (‘Insight’), to manage our global absolute return bond allocation.

Paying dividends - the chase for equity yield

May 2015

In this article Brett McNeill, Portfolio Manager of the Antares Listed Property Fund and Deputy Portfolio Manager of Antares Dividend Builder, discusses the factors that should be considered when investing in equities for yield and compares the current attractiveness of equities relative to other yield bearing investments.

MLC Inflation Plus one year on

October 2014

An outline of the strong performance of MLC's Inflation Plus portfolios over the last 12 months.


Resetting expectations: income from bonds may not be what it used to

July 2014

In this article, Kajanga Kulatunga, Portfolio Specialist MLC, explains why in the next few years bond yields aren't likely to bounce back to the levels we saw in the decades before the GFC.

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.

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

Economic and market update - May 2016

June 2016

Find out what happened last month with our first market update infographic.

The 3 big issues keeping private equity investors awake at night

June 2016

'Brexit' and 'Trumpageddon' are creating a lot of uncertainty. But what if you're a private equity investor? Alicia Gregory, Head of MLC Private Equity explains.

Disruption: Growth and Opportunities

May 2016

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

Benchmark volume 1 - Investor

May 2016

In this first investor edition, we focus on a catchphrase we're all familiar with - Disruption.

Economic Update

May 2016

In the latest update, John Owen, Portfolio Specialist reviews events in markets during April.

The power of disruptive innovation

April 2016

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

Kajanga talks about an ageing Australia and the impacts for financial decision making

April 2016

Kajanga Kulatunga, Portfolio Specialist, NAB Asset Management speaks with the Finance News Network about the impacts of aging and what it does to our financial decision making.


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.

A new climate for change

April 2016

The investment challenge of climate risk is multi-faceted. Redpoint Investment Management explains the different reporting methods used to assess greenhouse gas emissions.


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.


Economic Update

March 2016

John Owen, Portfolio Specialist, reviews events in the markets during February and how MLC's portfolios are positioned.

The shape of things to come

March 2016

Chris Riddell, Futurist

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.

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.

From a sea of red, the FANGs emerge

February 2016

There’s no denying, global shares had a less than impressive 2015. But bucking the trend, the FANG stocks provided investors with great returns during the year.  

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.

Economic Update

February 2016

John Owen, Portfolio Specialist, discusses market volatility, developments in China and how MLC's portfolios are positioned. 

How to manage the financial impact of ageing

January 2016

Kajanga Kulatunga, Portfolio Specialist, discusses how ageing can hinder our ability to make basic financial decisions and how investors can manage this challenge.

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.

Economic update

December 2015

John Owen, Portfolio Specialist at MLC, discusses how markets performed in November, key factors driving global markets and what the outlook is.

Economic update

November 2015

Find out how markets performed in October.

Altrinsic Global Equities Trust, Top Ten Holdings

October 2015

Altrinsic Global Advisors is a high conviction, fundamental, intrinsic-value oriented global equity manager. Learn more about its top ten investment ideas as at 30 September 2015.

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.


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.

Darkest just before dawn

May 2015

Myooran Mahalingam, Portfolio Manager, Global Equities and Listed Property, explains why he believes it's the time to stay with active management.

The ECB finally delivers on QE

January 2015

Brian Parker, Head of the Portfolio Specialists Group, analyses the European Central Bank’s recently announced quantitative easing program. 

2014: the year in review

December 2014

An annual review of Australian and overseas investment markets by Brian Parker, Head of the Portfolio Specialists Group.

Investing in Australian shares for income in retirement?

September 2014

Northward Capital CEO Darren Thompson explains why many investors looking for retirement income are finding a solution in dividend-paying Australian shares.