Opinion

The technology sector has been the best performing sector since the GFC, returning over 300 percent since December 2008. The question is, where is tech likely to go over the next 6-12 months?

New research from BCA Consulting predicts Australian equities will outperform global equities over the next 10 to 15 years.

It’s pretty much guaranteed that the RBA will keep lifting interest rates in a bid to curb inflation. So, what does that mean for the Australian property market?

While gold has long been regarded as the “safe haven” asset during times of fear and peak volatility, the investment team at ETF Securities has highlighted a group of investment assets that share similar qualities to that of gold, allowing the same safe-haven status.

Price-to-sales ratios were viewed as something of a badge of honour by many in the venture capital and technology sector in 2020 and beyond. While those intricately involved in the sector couldn’t predict the future, the sheer number and successful listing of hundreds of tech unicorns in 2020 and 2021 may well have marked the end of this valuation measure.

The Reserve Bank of Australia (RBA) increased interest rates on Tuesday by another 50 basis points, bringing the cash rate to 1.35 per cent as it attempts to rein in soaring inflation.

While central banks around the world move to combat rising inflation through the aggressive hiking of interest rates, the knock-on effect has been broad-based sell-offs in global share markets as investors rotate away from risk assets into safer assets. At the same time, there has also been a sell-off in bond markets which has seen prices fall and yields rise higher.

Australia has thus far remained relatively immune from the inflation challenge occurring around the world, but the 5.1 per cent CPI result in May was met with significant concern from the central bank. While the majority was explicable, being rolling impacts on energy, education and property costs from the pandemic, the Reserve Bank has responded in the same way as most of its global counterparts.

AXA has launched two new green strategies as part of its plan to expand investment portfolios and rollout into Australian markets. The AXA IM Global Green Bond Fund and the AXA IM Clean Economy Equity Fund will join AXA IM’s flagship Sustainable Equity Fund, which was launched back in 2014.

Platform provider Praemium hosted their latest Key Market Drivers for 2022, focusing on inflation, interest rates, how to position a portfolio in these market conditions and what to tell your clients for your upcoming end-of-year client meetings.

After initially soaring as high as $161, the Domino’s Pizza Enterprises (ASX: DMP) share price has crashed back to earth. So why has the market turned sour on Domino’s?

2022 has been a torrid year for both bond and equity markets, but particularly those outside Australia. Following Friday’s weak close, the S&P500 is now down close to 19 per cent for the calendar year to date and the US government bond index is down around 13 per cent. As readers in the finance professional would know, these are the two key inputs into the 40/60 or ‘balanced’ portfolio.