Oksana Patron

Despite risks in international equities, the outlook for global companies remains positive, with healthy corporate balance sheets, strong fundamentals, and supportive fiscal and monetary policies, according to a fund manager.

The defence sector is poised to benefit regardless of the outcome of this week’s US presidential election, as nations around the globe continue to boost their defence spending.

As markets assess the implications of a potential Trump election victory, trade policies remain a central concern, yet Brent Puff believes these policies may be “less extreme” in practice than Trump’s campaign rhetoric suggests.

A supportive environment and the potential for a soft landing in the US are positioning global small caps and emerging markets for strong outperformance, according to Zenith Investment Partners.

A Boston-based portfolio manager is betting on UK and European small and mid caps, citing more attractive valuations abroad compared to the US market.

HMC Capital has announced the acquisition of Australian co-location data centre operator iseek for $400 million, a step consistent with its recently announced strategy to set up Global Digital Infrastructure Platform (DigiCo).

China’s anticipated multi-trillion-dollar fiscal package, aimed at stabilising the property market and boosting infrastructure, is expected to drive demand for iron ore and copper, benefiting Australia’s resources sector, according to a portfolio manager.

The fundamental, proprietary research into industries and companies combined with consistent application of intrinsic value process and cashflow

Despite strong superannuation returns at the start of the financial year, super funds could be in for a rockier ride ahead with volatility expected to increase.

The post-election retracement in gold, driven by its negative response to the US election outcome and continued upward movement in bond yields and the US dollar, is expected to be a “near-term phenomenon”, as underlying fundamentals remain supportive.