Tech exposure with some downside protection

Big global tech stocks have continued their strong run, with some tech stock indexes up by close to 40 per cent so far this year. But with so many asset managers advising caution about the outlook for equity markets, investors…

The New Criterion

When it comes to the high multiple tech stocks with ‘cloud’ based subscription models, investors can’t be accused of taking the ‘mister in-between’ approach. The profit reporting season showed that disappointing numbers have been met with resounding double-digit sell-downs, while…

October market fall sparks debate over index ETFs

While the index ETF market has grown strongly in Australia over the past few years, the sector has always had its sceptics. In the past week Zenith has published a review of smart beta ETFs questioning their ability to produce…

Lazard Outlook

Emerging markets are outperforming in the backdrop of a broadening global recovery, which is boosting demand without yet igniting inflation. Growth in the developing world is expected to widen its lead over developed markets over the next five years. Free…