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Analysis

05 November 2024 • By Peter Moussa • 1 min read

The 2024 US elections: What it could mean for global markets

As the 2024 US presidential election draws near, global markets are closely watching one of the world’s most influential economies. With politica...

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Time to elect for prudent investing as the US hits the polls

We are counting down the days to the US election and investors are bracing themselves for heightened uncertainty and market volatility. When Americ...

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Stars align for fixed income markets

It’s been a common and persistent claim in global financial markets for the last year or so that “bonds are back”! And while the performance ...

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India: A powerhouse in the spotlight

India’s increasing prominence in the global investment landscape is undeniable. With nearly half of the emerging market equity universe now represen...

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Is any small cap a good investment option?

In the small-cap universe, not all companies are created equal. Many either fail to thrive or continue to underperform. However, focusing on high-q...

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Why has corporate earnings growth become so concentrated?

Global share markets seem to be more concentrated as earnings growth has become scarce and focused on a small group of mega corporations. These bus...

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US 2024 presidential election: The possible global impact and effects on China and Japan

The US presidential race has tightened since Vice-President Kamala Harris became the Democrat nominee. She is now betting markets’ favourite. But...

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Momentum and quality are key factors in an optimised portfolio

Global asset markets are made up of dozens of asset classes and millions of individual securities. Within all this, there are a few important facto...

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The $1.1bn lesson: The need for transparency in the private credit market

AustralianSuper this week learned the perils of “so-called” risky US private credit by writing off $1.1 billion of their members’ capital from a...

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Bonds may be back, but they are now less reliable

The recent period of market turmoil has shifted the spotlight back to the role of bonds in investment portfolios. Government bond markets performed...

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