"What happened in markets in Feb 2025 and why?" asks Ashley Owen ...talking about the monthly snapshot on global markets for Aussie investors, and the profit reporting season wrap-up plus share price winners & losers.
Ashley Owen says the ‘big picture’ has changed for long term investors and looks at some big changes in the world since Trump's re-election that impact investors everywhere.
Read more: Big changes in the world since Trump 1.0 – Part 1: Growth picture
Monik Kotecha (Insync Funds Management) and Chad Hitzeman (Global X) discuss the place of Asia and emerging markets in a portfolio of global investments.
Read more: Emerging markets: A once in a generation opportunity
AMP announces enhancements to its MyNorth Sustainable managed portfolios, which as a core ESG principle invest in funds where managers influence the companies they invest in regard to environmental, social and governance matters.
"Despite continual tiresome warnings of a USA-led global recession from economists & market ‘experts’, plus a host of other threats - almost all of the main asset classes did well in 2024, beating inflation, & most did better than their long-term averages." says Ashley Owen
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