Australia

Global

Is this a tipping point towards weaker global growth?

Markus Schomer, chief economist at PineBridge Investments, explains why he is forecasting stronger growth in the next two years as three shocks that hit the global economy in the past 18 months fade away.

clock 27 July 2016 • 4 min read

Commodities

Asian markets jump as oil nears $50

Commodity-sensitive currencies also higher

clock 17 May 2016 • 1 min read

Asia

Why China's slowing growth poses risk to Australia's 'frothy' property market

Global commodity slump also weakens outlook

clock 16 May 2016 • 4 min read

Equities

Odey's flagship fund falls 20% for second time in a year

Number of big bets go wrong

clock 21 March 2016 • 1 min read

Multi-asset

Architas' Allen: Why I am following China and avoiding Australia

Valuations in Asia-Pacific ex Japan areas are attractive relative to global peers currently, as most of the economies in the region are beneficiaries of lower oil and commodity prices, being net importers.

clock 29 February 2016 • 2 min read

Asia

Pidcock: Australia is most underappreciated investment story in the world

Ahead of Jupiter fund launch

clock 24 February 2016 • 2 min read

UK

Angus Tulloch: 'You could hardly have got the timing better being in Asia for the past 25 years'

Manager shares his investment lessons from last 30 years

clock 08 February 2016 • 7 min read

Asia

2015's volatile Australian dollar hits Asian income payouts

Mike Kerley, co-manager of the Henderson Asian Dividend Income strategy, analyses how currency movements can significantly affect income levels for UK investors.

clock 28 January 2016 • 3 min read

Emerging markets

Invesco Perpetual's Millar: Why we unwound EM equity trade

Former GARS managers detail performance in 2015

clock 28 January 2016 • 2 min read

Asia

Newton slashes holdings on Asian Income fund in wake of Pidcock exit

Focus on high conviction ideas

clock 06 November 2015 •
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