russel chesler

Funds management

Will the RBA follow the Fed’s lead with rate rises?

With the US Federal Reserve increasing its policy rate by 25 basis points to 0.50%, fund managers and economists have weighed in on the impact for Australian investors....

Expert Analysis

Great rotations: The value factor

With the Federal Reserve signalling multiple interest rate rises, writes Russel Chesler, what does this mean for value investing?...

Funds management

Look to value stocks as the Fed readies rates rises

During times of inflation, companies with actual earnings could boost profit margins by raising prices while value companies, which tend to be more mature, had earnings a...

Expert Analysis

The gold factor

The price of gold could surpass US$2,000 in the next 12 months, writes Russel Chesler, as more capital is forced into the relative safety of the precious metal. ...

Features

Despite COVID-19 China is still yuan-stoppable

China has been under intense political scrutiny as a result of the COVID-19 pandemic, but Chris Dastoor writes, its investment markets have proven resilient....

Funds management

Are fees too high?

The majority of Australian active managers may be charging fees that are too high, according to VanEck’s analysis....

Funds management

Property offering a valuable hedge against equities downturn

As the spectre of a recession looms, property funds are looking increasingly attractive as both a hedge against equities downturn and, as data from FE Analytics reveals, ...

Expert Analysis

How to use alternatives to offset market risk

Not only can infrastructure and property investments help offset risk in portfolios, but the asset classes are no longer the sole domain of institutional investors as man...