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22 January 2025
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In March 2020, air travel as the public knew it changed forever due to the outbreak of COVID-19. The challenges faced by airlines are significant but there are reasons to invest selectively now.
Martin Currie recently wrote to all the major companies in the firm's Australian income strategies. The objective of the letter is to emphasise the value of dividends for retirees, charities and institutions at this difficult moment.
Brandywine Global's latest recap of current market conditions and an examination of what the post-Covid-19 recovery may look like based on a selection of charts.
Many emerging market (EM) companies are evolving new profit pools by reimagining and reconfiguring their business models through advanced technological integration.
Western Asset’s base case outlook is for a longer, U-shaped global economic recovery premised on the view that near-term growth will be severely impacted, but that this shortfall will prove to be largely transitory as policymakers push to resuscitate economic activity.
The Fed policy initiatives introduced in recent weeks together represent a game-changer for the economy - in ways that go beyond what you might think.
This examines the performance of key asset classes and sub-sectors in 2024 and over longer timeframes, and the lessons that can be drawn for constructing an investment portfolio for the next decade.
The outlook for equities in 2025 has been dominated by one question: will the US market's supremacy continue? Whichever side of the debate you sit on, you should challenge yourself by considering the alternative.
Negative gearing allows investors to deduct rental property expenses, including interest, from taxable income, but its tax concession status is debatable. The real issue lies in the favorable tax treatment of capital gains.
Trump's election has turbocharged US equities, but can that outperformance continue? Expensive valuations, rising bond yields, and a potential narrowing of EPS growth versus the rest of the world, are risks.
Untangling assets after a broken relationship can be daunting. But approaching the situation fully informed, in good health and with open communication can make the process more manageable and less costly.
Unlike their peers in the US and UK, policy makers in Australia haven't faced a bond market rebellion in recent times. This could change if current levels of issuance at the state and territory level continue.
Retirement village contracts often require significant upfront payments, with residents losing control over their money. While they may offer a '100% share in capital gain', it's important to look at the numbers before committing.