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Strategies

Explore investment strategies for your portfolio.

Latest strategy insights

The US market outlook is more nuanced than it seems

Investors are getting back to business after a tumultuous election year. However, Neuberger Berman’s Joseph Amato says weighing up the fundamentals is complicated by policy crosscurrents that splinter the outlook in several industries.
27 November 2024 3 min read

What to Watch - Week of 25 November

It’s all about inflation this week with the monthly CPI print on Wednesday, seen holding at 2.1% y/y as electricity subsidies continue to flow. Investment partials ahead of Q3 GDP next week and a speech by RBA Governor Bullock on Thursday are also on watch. Globally, it’s a holiday shortened week stateside, which sees PCE and jobless claims pulled forward. Preliminary CPI data headlines the European data docket and Japan rounds out the week with its inflation drop on Friday. Here’s what you should watch.
24 November 2024 3 min read

RBA Minutes: not confident in their forecasts for inflation

The minutes from the RBA’s latest meeting as expected contained little new information, however the central bank did highlight key uncertainties the Board is grappling with, namely confidence in its forecasts for inflation. Catch the full report here.
19 November 2024 3 min read

What to Watch - Week of 11 November

After last week’s heavy docket, the week begins with focus on jobs locally, NAB expects Thursday’s print to show unemployment unchanged at 4.1%, and wages growth of 0.9% q/q. Globally, all eyes remain state side, with CPI (Weds) and PPI (Thurs), and lots of chatter around the implications of a Trump Presidency. China will be busy, and the UK has GDP and wages data. Here’s what you need to know.
10 November 2024 3 min read

US election implications for investors and Australia

The return of Donald Trump to the US presidency brings the prospect of more US tax cuts and deregulation, but also more tariff hikes, trade wars and policy uncertainty. Here's Dr Shane Oliver’s take on what it means for markets going forward.
07 November 2024 4 min read

The best active ETFs to buy in the US

Morningstar details some of the advantages of investing in an active ETF versus investing in an actively managed mutual fund instead.
04 November 2024 4 min read

Why value matters in investing - and what are valuations telling us now

AMP’s Dr Shane Oliver says while the concept of value is frequently forgotten, now may be a good time to revisit it.
30 October 2024 4 min read

No Surprises in Q3 CPI as little progress on trimmed mean leaves RBA on the sidelines

Q3 inflation has slowed to a 3-1/2-year low, but the core remains stubborn. Given the headline print was weighed by a significant fall in measured electricity prices due to the introduction of large rebates for households and a significant fall in fuel prices, NAB still sees the RBA on the sidelines. Adding the central bank won’t be distracted by temporary fluctuations in those headline numbers. Read the full report here.
30 October 2024 3 min read

Gold: trustless, rustless, shiny, and tiny

While gold can create divisive views - Buffett called it a valueless pet rock - this assesses its place in portfolios from a supply-demand standpoint and versus currencies. Both angles suggest some exposure to gold is prudent.
25 October 2024 3 min read

What to Watch - Week of 21 October 2024

It is expected to be yet another quiet week on the data docket here at home. On the global stage, focus shifts to Canada, with the BoC meeting on Wednesday where markets have priced in an 89% chance of a supersized 50 basis point cut. In Europe, PMIs are on watch while in the US it's all about earnings with big names Tesla, Boeing and UPS all handing down numbers.
20 October 2024 3 min read

Will China's move to "big" stimulus work?

In this edition of ‘Oliver’s Insights’ AMP’s Dr Shane Oliver breaks down what China’s aggressive policy stimulus could mean for investor in Australia.
18 October 2024 4 min read

11 stocks to play the world's biggest structural themes

To be a winner in the stock market, a company must first be a leader in its field. Key takeaways from nabtrade’s investor room.
14 October 2024 4 min read

Henry Jennings on his favourite moments from nabtrade’s Investor Room

The veteran stock picker finds potential winners from the event’s best speakers
13 October 2024 3 min read

What to Watch - Week of 7 October 2024

It will be a quiet week on the data docket here at home, though things are busy offshore. The RBNZ meets, with a 50bps cut expected, China returns from its Golden Week, US CPI data hits the wires (the last reading before the Presidential election and the FOMC’s November meeting) and earnings season unofficially kicks off state-side with JP Morgan and Wells Fargo reporting on Friday.
07 October 2024 3 min read

Balancing this revolutionary technology’s opportunities and risks

In Janus Henderson’s final instalment of their series on AI, Denny Fish explains the risks that investors must understand when accessing this powerful theme.
03 October 2024 3 min read

What to Watch - Week of 30 September 2024

It will be a big week ahead on the data docket. Locally all eyes are on retail sales data for any hints on how much households have started to spend the extra cash flow from recent tax cuts and government subsidies. Globally, US payrolls, Eurozone CPI and China data are on tap.
29 September 2024 3 min read

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