Market insights

A matter of factor

A matter of factor

Factor-based investing is becoming increasingly popular among investors. For the most part, however, it has been the domain of individual stock pickers. This is progressively changing as more and more investors finely tune their portfolio, reducing unintended and/or unrewarded risk.

Death of the bull market

Death of the bull market

With the bull market run now the second-best since World War II and the third ongest in history, the obvious question is when will the good times end?

Thinking differently about super

Thinking differently about super

Bryce Doherty discusses why a paradigm shift is necessary and the role you have to play when it comes to engaging with super.

Q&A with small-caps duo

Q&A with small-caps duo

Stephen Wood and Victor Gomes share the highs and lows of small cap investing

Property

Brands, beauty and bling

Our property team visited some larger shopping centres in surburban Sydney to see how the landlords were positioning themselves with the impending arrival of Amazon.

Economic update

McNaughton report

Monthly update on the global economic environment

Embracing alternatives

Embracing Alternatives

Investors today are faced with a unique set of challenges as markets grapple with regime changes, central bank policy normalisation and low interest rates. As a result, sophisticated investors are seeking alternative sources to attempt to bolster returns.

Panorama: Investing in 2018

Panorama: Investing in 2018

Challenges and opportunities ahead for investors

Measure what matters

Measure what matters

Expanding the scope of intrinsic value to include ESG

What's next for Australian interest rates?

What's next for Australian interest rates?

Anne Anderson, Head of Fixed Income, Australia

Curves flatten

Curves flatten

Yield curves flatten, the Aussie dollar holds up and Aussie equities lag.

Oil at nearly USD60

Oil at nearly USD60: Why and can it last?

UBS Asset Management Investment Solutions market update

A big week

A big week

Aussie equities outperform, financial conditions easier and inflation remains elusive.

The complacency conundrum

The complacency conundrum

With developed equity markets still posting very strong risk-adjusted returns, are investors complacent or not?

Three things you need to know

Three things you need to know

Patience is a virtue and US tax "reform".

The big macro themes this week

The big macro themes this week

Interest rates, Donald Trump and the re-emergence of value over growth

G20/20 Vision

G20/20 Vision

Opportunities and challenges for G20 growth in 2017

The Great Escape

The Great Escape

Are we escaping the lower for longer environment?

Investing in 2017

Investing in 2017

How will protection, politics, populism impact investors in 2017?