Investment Strategy
Macro Views | 19 Apr 16
ANALYSIS: Smart investors may be buying rather than selling this summer
As the month of May trundles into view investors will be thinking about the traditional summer-proofing of portfolios, but the shrewdest among them may see more opportunity than danger.
ANALYSIS: The fundamental approach is the route to Asian success
Asian equities have had a rough three or four years but with long-term, top-down influences unlikely to change it is time to look for equally long-term, bottom-up fund solutions.
“Follow the footprints of Chinese tourists” – Macquarie
Tourism is going to be one of the most compelling consumer stories to come out of China during the coming decade, according to Macquarie Investment Management.
Commodities | 13 Apr 16
Fund selector: Testing your mettle
As fear has spread through European markets in 2016, precious metals are once again providing a safe haven for unsettled investors.
Macro Views | 11 Apr 16
ANALYSIS: Are manic depressive markets reaching a tipping point?
One of the reasons a lot of people dislike clowns is the edge of panic to the smiles they paint on.