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Smart Beta19 November 2020
US election results boost US healthcare stocks
Russel Chesler, Director, Investments & Portfolio Strategy
While the outcome of the US election remains uncertain, the Democratic sweep didn’t eventuate. Find out what this means for healthcare stocks.
Smart Beta12 November 2020
Bubble or boom?
by Cameron McCormack, Manager - Investments
Read This NowTech stocks have continued to perform strongly this year despite COVID-19. The MSCI USA Information Technology Index is up 34.7% calendar year to 6 November 2020. There is one big question on everyone’s mind: is this another tech bubble?
Smart Beta08 November 2020
Building the future
by Jamie Hannah, Deputy Head of Investments & Capital Markets
Read This NowGovernments’ monetary policies and control of interest rates are running thin. Rates are at all-time lows and there has been huge swathes of cheap money. Without government fiscal policy changes and deep investment into local economies, many countries will struggle to recover.
Smart Beta27 October 2020
China takes the lead
by Russel Chesler, Director, Investments & Portfolio Strategy
Read This NowThe world’s second-largest economy has recovered strongly after shrinking by 6.8% p.a. in the first three months of the year due to the lockdown efforts aimed at stemming the tide of the coronavirus pandemic.
Smart Beta22 October 2020
Not all real estate is the same
by Russel Chesler, Director, Investments & Portfolio Strategy
Read This NowDiversification is important when investing in Australian real estate investment trusts (A-REITs). Different subsectors of the A-REIT market perform differently. This has been particularly borne out since March this year when COVID-19 hit.