Financial services
The closely watched fund manager’s knack for backing future ASX 200 and 300 contenders drives its performance — even at the risk of a few blowups.
This earnings season, investors are looking for companies backtracking from climate commitments, while fund managers are applying added scrutiny to ESG strategy.
Experts say up to 10% of trades on the ASX could be 'tainted' by inside information. And insider traders are using more sophisticated techniques to get away with it.
The "carry trade" of borrowing cheap Japanese currency at low rates and investing elsewhere has been a mainstay of financial markets for years.
The major banks make consistent profits and pay solid dividends, but they seem unjustifiably expensive. Competitors are looming and winning share but their share prices are not for the faint-hearted.