Outlook 2023: 5 trends to watch
As it matures and evolves across asset classes and geographies, Andy Howard, Global Head of Sustainable Investment, considers the future of ESG and impact. Climate change and political will Natural capital Cost of living and other social stresses Active ownership and impact Regulation With the world continuing to emerge from Covid-19 lockdowns, cracks in economies,…
Silver mining stocks fundamentals
Silver and its miners’ stocks have had a tough year. They plunged with gold in spring and summer as extreme Fed tightening catapulted the US dollar parabolic. The resulting deep lows left this tiny fringe contrarian sector deeply out of favor, but it has started recovering in recent months. The major silver miners’ upside potential…
Mining graduates are a crucial green building block
Winning the hearts and minds of a generation of graduates – and the universities they attend – is the latest challenge facing the mining industry as it struggles to deliver the metals the world needs for the net zero transition. In the search for a successful green transition over the next two decades, the world…
Can Beaten Down ASX Betting Stocks Recover?
In early November financial websites in the US were citing the latest likelihood of a recession in the US from the Bloomberg Economics model projections. The reading has escalated from the prior 65% likelihood to near certainty status of 100%. As a regular follower of global financial news would suspect, uniform consensus on the timing…
3 resilient stocks with pricing power
Perpetual Asset Management Australia’s team of analysts have spent much of 2022 running the rule over those ASX-listed companies that are likely to outperform in a higher inflation and interest rate environment. However, with volatility set to continue, we asked them to name three resilient stocks they think will likely withstand changes in the market…
Is Decarbonisation a Megatrend?
A 16 September article appearing on the website of multinational UK based asset management firm Schroders posed the question in the following way: Will decarbonisation be the mega-trend of the next decade? The question now appears moot, as multiple sources have chimed in on the emergence of all things related to decarbonisation. On 29 September…
In Search of the Next WA1 Resources
There is nothing like the performance of a potential “ten-bagger” in the making to send investors off in a flurry of activity seeking “the next ….” Long time investors have seen this phenomenon time and time again. For some of the newcomers, a “ten-bagger” is a term coined by legendary US fund manager and author…
Are technology stocks set to turn higher?
You used to be able to tell a true growth stock from the rest. Screening for companies growing their earnings at a rapid and consistent pace over five years or more was once a good place to start. In general, that growth came at a price. Investors were willing to stump up for such consistency,…
Lessons we can take from history during volatile times
It’s been ‘one step forward, two steps back’ for investors just recently – every piece of positive news on the markets is followed in short order by something else to shut down hopes once again. Take a look at the always-important US market in recent weeks. The S&P 500 rose by 2 per cent on…
Is cheaper gas and electricity prices within grasp?
Virtually every country in the world is facing a crisis in energy stocks and costs, yet while other countries can’t do much about it, Australia can. Australia could get its east coast gas producers to supply the domestic gas market for less than A$10 a gigajoule. Earlier this year, prices were more than $40 a…
