Healthcare in focus

US Equities – Where to from here?

The outlook for US equities looks more uncertain in 2019 than it has in many years, with the withdrawal of supportive monetary policy and political tensions creating a perfect environment for increased volatility. With US stocks having delivered years of strong returns post the GFC, many are wondering whether the party can continue, or whether it’s time to pack up and go home.

A frank discussion about the ALP dividend proposals

Some investors have sold off parts of their portfolio and changed their asset allocation under the assumption that the Opposition’s policy proposals have been implemented. However, this is not the case and frankly, any announcements could take a while to reach implementation.

Healthcare in focus

Many see the healthcare sector as providing ideal defensive exposure and yet some of Australia’s best growth stocks reside in this sector. As Australia’s best rated healthcare analyst, Andrew Goodsall from MST Marquee, explains, healthcare offers a wide range of fascinating and complex opportunities, from private hospitals and insurance to world class medical device manufacturers.

Why indexing works - and when it doesn't

S&P Dow Jones Indices Managing Director and Head of Global Index Investing Craig Lazzara, has dedicated his career to researching whether fund managers can consistently outperform their respective benchmarks. He and many researchers with nearly a century of studying the topic, conclude that is it not often, and not for long.