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JP Morgan – 2Q21 Guides To The Market Videocast

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The Simplest Asset To Hedge Against Inflation

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What We Really Don’t Know, Life After The Pandemic.

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The Commodities Super Cycle: Is It Time To Follow The Trend?

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2021 – A New Beginning?

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Positioning Portfolios Post-Pandemic: Navigating the Impact of Monetary and Fiscal Policy

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Post US Election Outlook

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10 Investment Themes For The Next 10 Years

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FY 2020 – A Year To Forget, And A Year To Remember

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Where To Invest In A Post Lock Down World

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JP Morgan – 2Q21 Guides To The Market Videocast

Join Kerry Craig, JP Morgan’s Global Market Strategist, as he uses the new guide to the markets – Australia, which illustrates market and economic insights, trends and themes, to provide perspectives on market-moving events and prospects for investing.
Watch The Video Here: https://jpmorgan.com

The Simplest Asset To Hedge Against Inflation

How do you protect yourself if we do eventually get above trend inflation? Ben Carlson writes on one key asset that was designed to do just that. Real Return Bonds or TIPS in the US. Beyond these, equities themselves can be a good hedge as are real assets including real estate and gold.
Read The Full Article Here: https://awealthofcommonsense.com

What We Really Don’t Know, Life After The Pandemic.

Ben Carlson’s ‘to the point’ blog discusses the idea that we really do not know what lies before us in life after the pandemic. While we do not think the world will go back to 100% normal we also do not believe it will completely change either. We suspect the answer lies somewhere in the middle.
Read The Full Blog Here: https://awealthofcommonsense.com

The Commodities Super Cycle: Is It Time To Follow The Trend?

In a world where higher commodity prices lead to materially higher inflation, could a trend following strategy unlock value for investors? Janus Henderson discuss.
Read The Full Article Here: https://www.janushenderson.com

2021 – A New Beginning?

In this article, Stephen Bruce from Perennial Funds Management discusses the implications of the past year on the equities market and the rotation from growth to value.
Read The Full Article Here: https://perennial.

Positioning Portfolios Post-Pandemic: Navigating the Impact of Monetary and Fiscal Policy

Australian investors should expect to be in a very low and anchored interest rate environment for some time. Robert Mean and Adam Bowe explore monetary and fiscal policy and its implication for investors.
Read The Full Article Here: https://www.pimco.com.au

Post US Election Outlook

Following many ups and downs of the last few weeks, it looks certain that Joe Biden will become the next President of the United States. Guy Bruten, Alliance Bernstein Chief Economist- Asia Pacific ex China, and Roy Maslen, CIO – Australian Equities, talk about what the election results means for markets and Australian Investors.
Watch The Full Video Here: https://web.alliancebernstein.com

10 Investment Themes For The Next 10 Years

Capital Group investment professionals transport us to the year 2030 with 10 themes that could shape the investment landscape over the next decade.
Read The Full Article Here: https://www.capitalgroup.com/

FY 2020 – A Year To Forget, And A Year To Remember

Paul Moore gives his insights into the 2020 financial year, how the insights have guided portfolio construction, and where the market is now.
Read The Full Article Here: https://www.pmcapital.com.au

Where To Invest In A Post Lock Down World

Now that governments are talking about re-opening the economy, investors can start thinking about the businesses that might provide the best returns as we emerge from economic hibernation. Roger Montgomery shares a quick appraisal of the investment landscape, and identify the key attributes of businesses that he believes will rebound the hardest.
Read The Full Article: https://rogermontgomery.com

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