Analysis & Opinion

Beginner's Guide to Stock Trading

A Beginner’s Guide to Stock Trading: What You Need to Know

Trading stocks is a very popular investment opportunity that many engage in. As you may already know, stocks are essentially company shares that you can buy, sell or hold on to for dividend income. The price of stocks mostly depends on a company’s performance, but other factors, such as inflation, geo-political circumstances and many other…

2021 Healthcare Winners on Sale in 2022

The ASX Healthcare XHJ Index is made up of 14 GISC (Global Industrial Classification Standard) classified healthcare stocks on the ASX. Every Quarter the index is rebalanced according to S&P criteria with the key being the ability of institutional investors to invest in the stock. This favors companies with big market caps. Stocks come and…

Could Wall Street contagion spread?

A “triple tightening” of financial policy is roiling the financial economy. Whether or not these ructions transmit to the real economy will determine if we are near the end of this downturn, or merely at the end of the first leg down. Financial policy interventions have loomed large over the past decade. The ultimate intended…

Can the way we invest help the planet?

It can feel like there are endless ways that businesses’ or countries’ activities can harm the planet. But can our investments also make a positive difference? Can they not only avoid harm but also contribute to solutions to challenges like climate change? Here’s what some of Schroders’ experts have to say on the different ways…

Can Hydrogen Recapture the Title of Fuel of the Future?

Hydrogen gas can trace its discovery back to 1776, with the first flight of a hydrogen filled “hot air” balloon in 1783. Science fiction novelist Jules Verne picturing its potential use as a transportation fuel in 1874. Verne’s dream morphed into reality with the advent of hydrogen powered balloons in the mid-1800’s and hydrogen airships…

Investing – Backing the ugly duckling

As an active value manager, we like investing in companies where we believe there are hidden assets not being properly valued by the market. And sometimes it takes a demerger for parts of a business to really show their worth. Portfolio manager Anthony Aboud and Deputy Portfolio Manager Sean Roger look at some recent demergers,…

Commentary: The Dark Horse Cometh

Natural Catastrophes. A pandemic. War. What will the Four Horsemen of the Apocalypse bring next? ‘Then another horse came out, a fiery red one. Its rider was given power to take peace from the earth and to make men slay each other. To him was given a large sword. When the Lamb opened the third…

Water and waste investing

In 2015, the United Nations launched its 17 Sustainable Development Goals (UNSDGs) as a blueprint for a more sustainable future. Along with heightened awareness of the risks presented by climate change,1 the UNSDGs elevated the importance of ESG issues within the global and economic agenda. Water and waste are now a direct focus for five…

Australia’s unemployment rate now begins with a ‘3’

Early in the election campaign, on April 14, we learned that Australia’s unemployment rate had slipped below 4% in March, to 3.95% – the lowest rate in 48 years. But the Coalition was denied the bragging rights that would flow from an unemployment rate beginning with “3” because of a Bureau of Statistics convention of…

How blockchain can revolutionise the financial system

Another year, another burst of extreme crypto volatility. But the blockchain technology behind bitcoin, stablecoins and other digital assets continues to grow in importance. Sometimes innovation happens overnight. The Monday after the Big Bang in 1986, when the market was deregulated and stepped into the electronic age, the noise and bustle of the trading floor…