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23 February 2025
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Welcome to ‘Mapping Markets’, the first in a new quarterly series of ideas and outlook from Insight’s investment team. This report covers Insight Investment’s latest thinking on diverse topics spanning credit markets, the global economy and responsible investment.
Blockchain is a powerful technology. The most successful companies will be those that have the ability to harness its power. Three groundbreaking examples are global payments, data protection and verifying land titles.
The fixed income sector has come under scrutiny lately, specially following Italy’s bond crisis. Insight Investment, a leading global asset manager, has published its quarterly review and outlook. This report is intended for wholesale investors.
Australian investors with foreign currency assets must consider whether to hedge the currency exposure, but the overall context of their portfolio is relevant or losses could be magnified.
Fund managers take different approaches to asset allocation, either leaving it unchanged in a 'strategic' position, or responding 'dynamically'. Either way, multi-asset funds have many of the features retirees want.
A large part of the return from investing in emerging market assets comes from currency exposure. However, Australian dollar investors typically lose out on this due to the economic links between Australia and Asia, and the impact of changes in commodity prices.
While encouraging people to draw down on their accumulated wealth in retirement might be good public policy, several million retirees disagree because they are purposefully conserving that capital. It’s time for a different approach.
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 CIO of Australia’s fourth largest super fund by assets, John Pearce, suggests the odds favour a flat year for markets, with the possibility of a correction of 10% or more. However, he’ll use any dip as a buying opportunity.
Getting regular, growing income from stocks is tougher with the dividend yield on the ASX nearing 25-year lows. Here are some conventional and not-so-conventional ideas for investors wanting to build a dividend portfolio.
Australians are used to hearing dire warnings that they don't have enough saved for a comfortable retirement. Yet most people need to save a lot less than you might think — as long as they meet an important condition.
It’s well documented that many retirees draw down the minimum amount required and die with much of their super balances untouched. This explores the reasons why and some potential solutions to address the issue.