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War and inflation lay waste to 20 years of easy money

Published: May 18, 2022

After decades of low interest rates and lucrative sharemarkets, investors are realising the “set-and-forget” strategies of the past may no longer be suitable.

Source: afr.com

Related Topics:

Luke SmithVladimir PutinJames StewartChris IggoJonathan SheadGriffith UniversityAusbil Global Resources FundReserve BankState Street GlobalJanus Henderson InvestorsAusbil Global Resources

Big bets on fossil fuels, iron ore pay off for fund managers

Published: March 7, 2022

Investors willing to stomach oil and gas shares have received a tailwind from surging demand and constrained supply.

Source: afr.com

Related Topics:

South AustraliaLuke SmithMichael GoldbergRick SquireValue FundBeach EnergyOccidental PetroleumRio TintoKaroon EnergyAcorn Capital Nextgen Resources FundCollins Street Value FundCollins Street ValueAusbil Global ResourcesNextgen Resources FundAcorn Capital