The Land of the Rising Stock Market
Abenomics ushered in an era of significant reform for Japanese companies, 12 years later the share market has been one of the best performing in the world. Can it keep going?
Abenomics ushered in an era of significant reform for Japanese companies, 12 years later the share market has been one of the best performing in the world. Can it keep going?
There’s something innately comfortable about investing in companies you know and a market you’re familiar with, so it’s hardly surprising Australian investors, like their peers all over the world, have a bias to investing in their home market. And Australia has...
After a staggering 60% underperformance compared to global markets over the last three years, the Chinese share market begs the question: are its stocks too cheap to overlook? In the midst of this apparent carnage, could there be hidden opportunities waiting to be seized?
The US share market has continued the strong rally that started at the end of 2023. Bearish commentators are making comparisons to the dotcom boom, quote lingering concerns about the economy and point to the risk of being reliant on the mega cap tech stocks. But does all that worry overlook sound reasons for the ongoing rally? What do the fundamentals tell us?
Private credit is redefining fixed income as an asset class, with returns as high as 10 per cent plus attracting an explosion of interest. But all that attention has drawn the usual cowboy operators, so smart investors need to be careful.
US shares have outperformed for 14 years, should you be overweight or underweight?
In our inaugural blog post of the year, we delve into a comprehensive review of the financial market's 2023 performance. Unpacking the lessons learned, we provide valuable insights into what lies ahead for 2024.
Hear Urs Wietlisbach's, co-founder of leading private equity firm, Partners Group, expert insights on how the new world of changing interest rates will affect private equity. Discover implications for returns and strategic moves of their signature Global Value Fund, as Wietlisbach sheds light on investment strategies in this exclusive interview.
Bonds have copped a beating over the past three years, are there bargains to be had?
All our latest news and insights at a glance. Subscribe to our newsletter for regular updates directly into your inbox.