Kanika Sood

2 of our 6 "mis-priced" opportunities are showing early signs of recovery. Our "Income" portfolio is benefiting from the Investment Committee's allocation across Global Infrastructure, Global Property and both Domestic and Global Fixed Income. Our manager selection in Aust. & Global Equities delivered strong performance in August. While August seems like a lifetime ago for markets, upside and downside volatility is likely to continue in the face of US election uncertainty, disinflation, slowing economic growth and Geopolitical tension. The Investment Committee is encouraged by our multi-asset allocation across the "Strategic Growth" to navigate both upside and downside.

8

We think Australian government bonds offer compelling relative value over the next 12-18 months. They have a higher implied terminal rate than their developed market peers, and they have a better fiscal backdrop with fewer cuts priced in. See our analysis here. For wholesale investors only.

8

Peiting Liang, CFA, Senior Analyst from our Australian equities specialist investment partner, Northcape Capital says she believes the market is currently overlooking high-quality companies in favour of growth stocks, and this dynamic is unlikely to continue.   Click below to view Peiting’s sector outlook and three key themes investors should be considering for the remainder of the year.   Australian Equities Outlook - https://lnkd.in/gsX2QDNR   #equities #marketoutlook

49

Peiting Liang, CFA, Senior Analyst from Northcape Capital's Australian Equities team, believes the market is currently overlooking high-quality companies in favor of growth stocks, a dynamic that is unlikely to continue. Click the link below to watch the full video on Warakirri Asset Management's website to view Peiting’s full video on her sector outlook and the three key themes for investors to consider for the rest of the year. #MarketOutlook #InvestmentInsights #NorthcapeCapital #AustralianEquities

11

Could it be time to cop some copper? Watch Investment Strategist, Marc Jocum on ausbiz with as explores why copper is a hot commodity. #GlobalXETFs #copper Disclaimer: Global X Management (AUS) Limited AFSL: 466778, ACN 150 433 828. Investing involves risk and returns are not guaranteed. Before investing, you should consider seeking independent advice and read the relevant PDS and TMD available at www.globalxetfs.com.au.

23

One account should not rule them all - Watch Allan Gray Australia's Chris Hestelow, CFA on Portfolio Construction Forum and earn 0.25 CE/CPD hrs https://lnkd.in/gsZDik7d #PortfolioForum #Strategies #InvestmentStrategies #ManagedAccounts #DiversifiedFund #DiversifiedManagedFund #AssetAllocation #InvestmentAdvice

31

One account should not rule them all - Watch Allan Gray Australia's Chris Hestelow, CFA on Portfolio Construction Forum and earn 0.25 CE/CPD hrs https://lnkd.in/gsZDik7d #PortfolioForum #Strategies #InvestmentStrategies #ManagedAccounts #DiversifiedFund #DiversifiedManagedFund #AssetAllocation #InvestmentAdvice

2

Webinar - ASX Small Cap Investing: Where to Find the Next Big Opportunity Investing in Australian Equities? Join @RonShamgar for a deep dive into Australia’s market trends and top ASX picks. Explore his strategies for identRon ShamgarRon ShamgarRon Shamgarrvalued stocks, upcoming takeover opportunities, and sectors primed for growth in the Australian equities market. 📅 Date: Wednesday, 27 November 🕒 Time: 2pm (AEST) Register now for key insights! https://lnkd.in/ggHCgQ73 ✨ Highlights include: - Exclusive insights into top ASX stocks - TAMIM’s investment approach in the Australian market - Potential takeover candidates in the ASX - Live Q&A session Can’t join live? No problem! Register, and we’ll send you the recording to watch at your convenience. For wholesale sophisticated investors only. #TAMIMWebinar #InvestmentInsights #MarketTrends #FinancialPlanning #FundsManagement #SMSF #Superannuation #SelfManagedFunds #investmentportfolio #Investing #SmallCaps #TechStocks #AussieStocks #Stockstowatch #Stockwatchlist #stockinsights #ASX #ASXSmallCaps #smallcaps

1

Why are central banks buying gold? And will Bitcoin replace gold in investment portfolios? Watch Senior Product and Investment Strategist, David Tuckwell's latest interview on ausbiz for his take on the gold market. #GlobalXETFs #gold #ETFs

32

2 Comments

As Australia braces for a $3.5 trillion asset transfer by 2050, a startling 80% of consumers are unprepared with effective wealth transfer plans. Our latest insights reveal how financial advisers are expanding their roles to safeguard these assets and shape future legacies. #wealthtransfer #financialadvice #advicematters

3

This weekend, read the latest insights into some of the quality structural growth companies in Hyperion Asset Management Limited's award-winning global and Australian equity portfolios. Along with commentary on key portfolio holdings, Mark Arnold, CFA (CIO) and Jason Orthman (Lead PM & Deputy CIO) provide insights on: 🔎 The importance of focussing on earnings per share growth 💡 Why innovation is the ultimate competitive advantage 🌏 Learnings from a recent research trip in Asia Read the Livewire Markets article: https://lnkd.in/gyUfDK8i Hyperion Global Growth Companies Fund (Managed Fund) (ASX: HYGG) information: https://lnkd.in/g53WhEuk Hyperion Australian Growth Companies Fund information: https://lnkd.in/gkDBs7Wb Hyperion Small Growth Companies Fund information: https://lnkd.in/grSPAuuR #stocks #investing #fundsmanagement

43

Betashares' Blair Modica highlights the current trend in ETFs, pointing out that industry assets are nearing the $200 billion mark. Readjustments in the market have seen international equities regain their position as the preferred asset class. Find out more on ausbiz: https://lnkd.in/gH5fNynz

40

1 Comment

How has your superannuation performed over the last year? Don’t rely on outdated superannuation estimates. Discover how Bitcoin can help you secure a comfortable future through an SMSF. Take control of your financial destiny today.

1

What’s driving markets? Here's a quick overview of the forces moving Aussie equities this week, according to Pendal portfolio manager Julia Forrest - read more. #ASX #equities #marketupdate

4

Playing Dividends and Growth the Shariah Way Two new active Australian listed ETFs investing in Shariah  Compliant equities have very different objectives. One is about income investing for dividends, and the other is geared towards growth and innovation. Hejaz High Income Active ETF (HJHI) targets high income distributions from equities, and does not specify any range of industrial sectors. Its benchmark is DJI Islamic Market Global Select Dividend Index, but its geographic weights can be very different. The index has 13% in Australian equities whereas HHIA can invest up to 40% in Australian equities. The index has 82% in non-Australian equities whereas HHIA can invest 60-95% into them.  Read more from ULTUMUS here https://hubs.li/Q02w05YV0

1