Rising interest rates and a slowing economy will make earnings growth harder to come by in 2023, according to Ausbil, but companies which can pass on inflationary pressur...

The typical Aussie investor invests for the long term through direct mutual funds and equities, has a high risk tolerance but their engagement with asset allocation is lo...

Schroders has begun increasing the equity weighting in its multi-asset portfolios after falling as low as 17.5% as it believes the risks are now more finely-balanced....

High-quality growth stocks are expected to perform relatively strongly in the next phase of the economic cycle, writes Tim Richardson....

Over $2 billion was wiped from managed funds in the second quarter of 2022, with Australian investors negative on every category of equity fund in June, except Australia,...

Crowding by investors into defensive stocks means they cease to be defensive, according to Platinum, but certain global consumers stocks still look attractive....

While bargains are less obvious than in March 2020, there are still opportunities in markets for a well-diversified portfolio....

Investors are keeping an eye on three factors in markets, writes Alexandra Cain, which could drive positive performance in 2022....

American Century Investments is predicting growth in the diversity of the small-cap universe toward the end of this year as stockpickers shift to identifying companies wh...

Australian stocks are set to see relative outperformance in the second half of the year, according to T. Rowe Price, despite encountering difficulties in the first half....

Australian shares have lagged behind the US for much of the past decade but there are several reasons to think their recent outperformance can continue for some time, acc...

Investors have withdrawn US$5.2 billion from Janus Henderson’s quantitative equities arm in the past quarter, prompting the firm to announce it will sell the division aft...

The US Federal Reserve looks set to start raising interest rates in the coming months, but investors could be unprepared for the effect this might have on markets....

There is a preference for cyclical equities in areas such as green infrastructure while small-caps remain an attractive asset class after strong performance in 2021....