Investing

The market view is still too optimistic, according to the BlackRock Investment Institute, and investors aren’t truly considering the risk of a recession.

The traditional 60/40 portfolio mix of shares and bonds may be due a shakeup in 2023, as market participants look to add fixed-income exposure to help offset a potentially weak year for equities.

After equity markets recalibrated during a volatile 2022, the market is anticipating a tale of two halves in 2023. Investors should look for opportunities in established and high-quality global stocks, with a focus on corporate earnings.

Increasing government expenditure on social infrastructure is driving huge levels of investment into the sector. There are now several options for retail and wholesale investors to gain exposure to this asset class, which was previously open only to institutional investors.

While the greater housing market is already reflecting the pain of constricting economic conditions, a new property fund partnership between Trilogy Funds and Michael Birch’s Murray Darling Capital shows the potential of ‘rent roll’ portfolios of rental property management agreements to provide exposure to the supersized Australian property sector even as the outlook darkens.

7investing lead adviser Anirban Mahanti says companies have been thwarting cyber threats for a long time. However, as data moves to the cloud, systems have failed to keep up.

Senior secured loans act as an important inflationary hedge in times of rising inflation according to Invesco’s chief investment officer.

Australians should be putting more money into superannuation and diversifying out of property, some say, even as super performance remains a question mark.

A new study has ranked celebrity investments by the amount of money received during various fund stages and how successful these companies were.

The pendulum may have swung back towards active management this year, but the domestic ETF market is flush with options and continues to steal FUM.

Movie theatres have started showing signs of life as box office numbers both in the US and Australia hit a two year high, but Netflix and other streaming services have all the momentum.

Companies that win the advocacy of their clients have a remarkable ability to increase their own value according to research from the people who invented net promoter scores.