Market Insights

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Small and microcaps: seizing opportunities

While small and microcap companies are more vulnerable to volatility and economic conditions, this also creates opportunities. Here, a manager discusses how and where the...

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AI Boom Is Creating Opportunities for Renewables and Power Infrastructure

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Four Top Innovator Stocks in US Infrastructure

The transformation of US infrastructure presents significant opportunities for investors....

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Small caps, big opportunities

There are compelling tailwinds driving global small-cap stocks at the moment, which present an opportunity for Australian investors. However, many portfolios may not be a...

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Why AI and China are Driving Copper Demand

Copper prices have surged recently, driven by a mix of inflationary pressures and disruptions in supply and demand. ...

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The Resurgence of US Infrastructure

Infrastructure is one of the backbones of economic prosperity and societal well-being, and here, in the 21st century, it has never been more crucial. ...

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Inflation uncertainty makes retirement planning harder

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Private debt on the rise as investors look for income and dial down risk: Zagga

A growing cohort of investors are looking to private real estate lending to provide property exposure with less volatility, according to a new white paper by Zagga. ...

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An Extended Cycle: Watch the Inflation Path

Central banks are signaling a desire to start cutting rates. Loomis Sayles’ Lynda Schweitzer doesn’t see evidence of a decisive turn for the worse in the economic cycle....

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Avoiding the ‘Mundane Seven’: why the Ex-20 is a sweet spot for returns

While the Magnificent Seven have been a runaway success – they drove almost two-thirds of the S&P 500’s 24% return in 2023 – our view is that the largest seven companies ...