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Analysis

The magic of margins

12 April 2022 • By Elfreda Jonker • 1 min read

The magic of margins

Investors are currently faced with more uncertainties than usual. The Federal Reserve has committed to hiking rates to address an acceleration in infl...

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The magic of margins

The biodiversity crisis needs our support

The UN Biodiversity Conference (COP 15) is currently scheduled to convene in Kunming, China, at the end of this month (although at the time of writing...

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The magic of margins

Transition makers: Capturing new dynamics in commodity markets

Efforts to tackle climate change are driving powerful trends in markets for many natural resources, from metals to fossil fuels – and in the equitie...

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The magic of margins

Is it time for an overweight allocation to Australian shares?

For decades, Australian investors have been encouraged to look beyond their backyard for investment opportunities. Holding an overweight exposure t...

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The magic of margins

Shaping investment strategy in natural climate solutions - a critical pathway to net zero

Climate change is a major consideration for the strategic asset allocation decisions of some of the world’s largest investors, with a growing number...

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The magic of margins

10 themes for the year that will have major economic, political and market impact

The current geopolitical events on top of the ever-present COVID-19 virus pandemic might make it seem like the world has been turned upside down. Yet,...

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The magic of margins

Cryptocurrency regulation could be a maker or breaker for long-term success

The government continues the narrative of cryptocurrency regulation with the recent announcement of its intent to introduce a market licence regime fo...

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The magic of margins

Quality real assets providing inflationary safety net for investors

It’s been an interesting few months for the AREIT sector. Following a significant sell-off in January, the February company reporting season saw the...

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The magic of margins

Do environmental, social and governance factors influence stock prices?

Climate change looks set to be a key battleground, as we approach the federal election in May with many voters, and investors alike, calling for m...

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The magic of margins

Green hydrogen good for climate but tough investment

Interest in green hydrogen has risen sharply as its many vocal supporters back it to slow the climate crisis but finding investment value requires a d...

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