- Equities
Thematic ETFs
01 Nov 2023 | By Mason Stevens Equity Strategy
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Insights by this Author
Back to all insightsThematic ETFs have gained considerable attention and popularity in the investment landscape, offering distinct advantages for investors seeking exposure to specific themes or sectors. These ETFs provide several benefits that make them attractive as investment options.
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- Equities
1Q23 US earnings: Are rate hikes starting to bite?
08 May 2023 | By Mason Stevens Equity Strategy
READ TIME 3 mins
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As always, the quarterly US earnings reports are very closely watched for how the global economy is fairing. The combination of near full employment, higher than normal personal saving rates and an increased demand post the COVID 19 pandemic, theoretically...
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- Equities
India: A significant underperformer YTD, where to from here…
19 Apr 2023
READ TIME 5 mins
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When compared to other Equity Emerging Markets, India’s absolute and relative returns have stalled since late November 2022 as global investors have moved back into Technology focused markets such as Korea and Taiwan post China’s step change in their Covid...
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- Macro & Markets
The Budget: Learning lessons from the UK, but stormy seas ahead
28 Oct 2022
READ TIME 4 mins
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Federal Treasurer Jim Chalmers delivered his first Budget to Parliament only five months after the Labour Party won the federal election. Inheriting an economy at close to full employment, high inflation and having watched the events of the UK post...
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In what has been one of the most uncertain periods for the United Kingdom for decades, volatility and uncertainly has taken a significant step up in the last few weeks.
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It has been a perfect storm on both the demand and supply side for the oil market since late last year with Geo-political tension, supply chain issues and the re-emergence of business/leisure travel. As oil prices have fallen 30% from...
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We are just over halfway through the most anticipated US earnings season for some time. The market has been desperate to get some real datapoints on how the US and to some extent the global consumer is travelling. Therefore now...
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- Macro & Markets
The departure of Boris Johnson & where to for the UK and Australia
11 Jul 2022
READ TIME 3 mins
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Boris Johnson’s resignation last week opens the door for a Conservative leadership election over the coming weeks. The leadership issue has been an overhang for the last few months, therefore most would expect the party will look to move swiftly...
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