With reporting season at an end, Nikko Asset Management have provided an expert summary touching on cost inflation, cost pressures, earnings outlooks and bank results. Read on full the full white paper.
In a winner-takes-all-world, where larger companies are dominating their respective sectors, is it time to reassess our understanding of value investing?
According to research, mobile data usage will rise to 701,000 petabytes by 2021 – up from 43,000 in 2015. As the world becomes increasingly reliant on the internet, companies are striving to keep up with this demand – by developing new data centres, upgrading cell phone towers, designing new wireless technologies and laying down fibre wire. Since this theme isn’t going away, data will likely remain a significant investment focus for quite some time.
Are you and your clients on top of the next major investment story? Hint: it’s closer than you think, and getting bigger every year.
Recent earnings revisions – following a worldwide privacy scandal – have sparked fears that Facebook, which is likely a prominent part of your clients’ global equity portfolios, will be sent into a tailspin. Should you get out now or stay the course?
I find the mindset of global investors fascinating: to span the entire world looking for opportunities means no two investments are the same. And usually, to find the next big thing, you have to dig deep – it really is the ultimate competition to be able to identify opportunities that are overlooked, under-appreciated and have hidden potential.
When things change in investment markets they often change quickly. A trend that has been running strongly can come to an abrupt end, and a sector of the market that has been out of favour or overlooked can rapidly come back into vogue.
Technology, quantitative tightening and the rise of emerging markets are making waves on the world stage in 2018. In this Market Update episode, Ben Preston of Orbis Investments examines these trends and provides insight into the opportunities that come from them.
I have to admit; fixed income is harder to become engaged with. Stocks are easier to understand, more tangible and less complicated from an investor’s perspective. The world of fixed income always seems that bit more complex, and well, dare I say it, boring. However, as Vanessa Stoykov writes, fixed income is having a moment, and is no longer the bridesmaid in investment portfolios.
As a general rule, human beings do not like change and tend to fear the unknown, however where fear and change are found, there is opportunity. By watching real-world trends and themes, Platinum Asset Management attempts to exploit areas where the market will over or under-react.
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