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Investment insights

Bringing you the latest investment insights and education materials from industry experts.

Insights
26th Mar

26 Mar 2020
Vanguard’s scenario analysis points to deep, short recession

Vanguard has assessed how current economic and market conditions could impact the global economy using scenario analysis, with results pointing…

Vanguard’s scenario analysis points to deep, short recession

Vanguard has assessed how current economic and market conditions could impact the global economy using scenario analysis, with results pointing…

Insights
23rd Mar

23 Mar 2020
The market divides and conquers

The current market crisis is dividing the market into performers and underperformers, with signs now also emerging of opportunities. “We…

The market divides and conquers

The current market crisis is dividing the market into performers and underperformers, with signs now also emerging of opportunities. “We…

Insights
20th Mar

20 Mar 2020
Advisers know what they need in uncertain times

Financial advisers are better equipped to handle the current crisis than ever before, asking investment managers should they buy rather…

Advisers know what they need in uncertain times

Financial advisers are better equipped to handle the current crisis than ever before, asking investment managers should they buy rather…

Insights
18th Mar

18 Mar 2020
Making sense of market shock

A sharp shock to earnings created by China’s action to combat the impact of the Coronavirus and to help manage…

Making sense of market shock

A sharp shock to earnings created by China’s action to combat the impact of the Coronavirus and to help manage…

Insights
18th Mar

18 Mar 2020
This is not another GFC

Current market conditions are very difficult but not a repeat of the Global Financial Crisis (GFC). With monetary policy nearing…

This is not another GFC

Current market conditions are very difficult but not a repeat of the Global Financial Crisis (GFC). With monetary policy nearing…

Insights
16th Mar

16 Mar 2020
Investment managers make changes to investment approach

Investment managers are tilting their investment portfolios in the current market conditions without changing their investment strategy, topping them up…

Investment managers make changes to investment approach

Investment managers are tilting their investment portfolios in the current market conditions without changing their investment strategy, topping them up…

Insights
16th Mar

16 Mar 2020
Key factors shaping investment markets in 2020

Strong and clear forces are now emerging that will have a dramatic effect on shaping the investment conditions for 2020,…

Key factors shaping investment markets in 2020

Strong and clear forces are now emerging that will have a dramatic effect on shaping the investment conditions for 2020,…

Insights
16th Mar

16 Mar 2020
What advisers want in uncertain times

Investment managers report a jump in the level of support, guidance and communication advisers are looking to them to provide,…

What advisers want in uncertain times

Investment managers report a jump in the level of support, guidance and communication advisers are looking to them to provide,…

Insights
19th Feb

19 Feb 2020
Making sense of interest rates, coronavirus and Holden

With interest rates expected to move lower, and potential for equities to outperform bonds, the economic outlook for 2020 provides…

Making sense of interest rates, coronavirus and Holden

With interest rates expected to move lower, and potential for equities to outperform bonds, the economic outlook for 2020 provides…

Insights
21st Nov

21 Nov 2019
Is diversification still a thing?

The concept of ‘lower for longer’ or low growth, inflation, interest rates and returns on assets has experts warning financial…

Is diversification still a thing?

The concept of ‘lower for longer’ or low growth, inflation, interest rates and returns on assets has experts warning financial…