Expert Articles Archives - Equity Mates Media

Historic Breakthrough: SEC Greenlights Bitcoin ETFs for U.S. Trading

Ever wondered when Bitcoin would hit the "so called" big leagues of finance? That day has finally arrived! In a move that's sending waves through the

12 Jan, 2024

SOURCE: Bamboo App
General
Mid-caps deserve a closer look

Global mid-caps offer the opportunity for an excellent diversifying exposure with a greater probability of above-index performance over medium and longer time periods.

12th Oct, 2023

Source: Fidelity
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Common misconceptions about the 60/40 portfolio

There are many misconceptions surrounding this tried-and-true investment standby. Here, we set the record straight.

11th Oct, 2023

Source: Vanguard
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The risks in share market listings

A new wave of share market listings is forming. But watch out for the potential rips.

3rd Oct, 2023

Source: Vanguard
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Disinflation provides welcome relief to markets

In this report we discuss how lower recession odds in conjunction with greater conviction in the disinflation narrative impact our asset allocation views.

8th Sep, 2023

Source: J.P Morgan Asset Management
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Was that the end of the rate hiking cycle?

The end of the rate hiking cycle could lead to higher equities and a rally in bond markets as yields fall.

8th Sep, 2023

Source: J.P Morgan Asset Management
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Troubling trends: Unwrapping thematic investments

Investing in trends is a relatively new phenomenon. But trends can often hide investment traps.

16th Aug, 2023

Source: Vanguard
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Understanding the role of custodians

Investment custodians have an important function to safeguard the assets of millions of Australian investors.

16th Aug, 2023

Source: Vanguard
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The case for indexing is still compelling after 25 years

From a standing start in 1998, index funds now account for $700 billion of assets under management in Australia. That's mainly to do with cost and performance.

8th Aug, 2023

Source: Vanguard
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Fixed income ETF inflows surge over first half

Fixed income ETF inflows are running at a record pace as investors focus on higher interest rate returns and offsetting their exposure to share markets.

8th Aug, 2023

Source: Vanguard
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Our midyear Asia-Pacific outlook

China’s and Australia’s economies are in some ways on opposite trajectories. Monetary policy rates continue to climb in Australia amid sticky inflation. A recent interest rate reduction in China, meanwhile, is unlikely to stoke demand. One attribute they’ll likely share: a slowdown in growth for the rest of the year.

4th Aug, 2023

Source: Vanguard
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Meet the Manager – Zehrid Osmani, Martin Currie

Martin Currie's investment style focuses on sustainable, quality growth ideas, employing a concentrated, unconstrained approach with a strong ESG focus.

4th Aug, 2023

Source: Future Generation
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Striking a balance in the new financial year

By doing a few calculations you can determine if your portfolio is still in alignment with your intended strategy and make adjustments if needed.

31st Jul, 2023

Source: Vanguard
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Returns rebound in 2022-23

Investment markets rebounded in 2022-23. But it's important to understand that asset class returns vary from year to year.

31st Jul, 2023

Source: Vanguard
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8 sustainable investing terms you should know

New to ESG investing? Let us help you navigate its complexity with this handy infographic.

26th Jul, 2023

Source: Fidelity
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Rise of artificial intelligence underlines role of ESG analysis

The spectrum of risks arising from artificial intelligence (AI) is wide. On one end lie doomsday scenarios involving ‘super-intelligent’ AIs that their creators can’t understand or control.

26th Jul, 2023

Source: Fidelity
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Some way to go – corporate progress towards net-zero targets

Our third annual ESG Analyst Survey has identified a gap between the action needed to deliver net zero and how the corporate world is currently performing.

26th Jul, 2023

Source: Fidelity
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Year in review 2022 - 2023 | Sustainable investing

Over the past 12 months, one area of focus for us has been high-emitting sectors and their decarbonisation plans

26th Jul, 2023

Source: Fidelity
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Dealing with net zero's mining dilemma

How miners manage the social, political, and environmental risks of their operations will be crucial to the industry’s ability to deliver metals the world needs for a net zero transition.

26th Jul, 2023

Source: Fidelity
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Has the CRE risk to banks gone away?

The near-term risk surrounding the real estate market, and in particular the office sector, are less acute than first thought for regional banks.

25th Jul, 2023

Source: J.P Morgan Asset Management
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Monthly Market Review - June 2023 (Australia)

A summary of the factors driving markets over the last month, covering the global economy as well as major asset classes, complete with Guide slides.

25th Jul, 2023

Source: J.P Morgan Asset Management
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Investment Insights with Ben Griffiths from Eley Griffiths Group

In this edition of Investment Insights, Future Generation CEO Caroline Gurney speaks to Ben Griffiths, Co-Founder, Managing Director and Portfolio Manager at Eley Griffiths Group.

20th Jul, 2023

Source: Future Generation
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Why a recession might be needed for small caps to work

Past performance is no guarantee of future performance. But maybe there is an answer to the question, when will small caps start to work? It is the recession we have to have.

20th Jul, 2023

Source: Forager
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The HECS-HELP crash course on inflation

Students have just received a hard lesson in macroeconomics. Now many face a test in debt management.

18th Jul, 2023

Source: Vanguard
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More than 1.5 million Australians investing in ETFs

ETFs are continuing to gain popularity among Australian investors. ASX data shows almost $1 billion was invested into Australian-listed ETFs in May.

18th Jul, 2023

Source: Vanguard