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☆ These 3 'megatrends' will help investors get the income they need and profit from inflation, according to investing giant Franklin Templeton
▼ + stars: | 2022-11-10 | by ( Marley Jay | ) www.businessinsider.com time to read: +4 min

Private real estateThanh Bui, a portfolio manager at Franklin Templeton's private real estate investment unit Clarion Partners, said that it's becoming easier for retail investors to get access to high-quality private real estate. She says the space generally does well when inflation is high, and that private real estate is an effective portfolio diversifier not strongly correlated to stocks, bonds, or public real estate companies. Bui is especially positive on muti-family real estate because there is a huge supply shortage that won't be resolved any time soon. She's also bullish on industrial real estate, where rents are surging because of high demand from e-commerce companies and onshoring. "We view the dividend profile as a way to look at quality of a company.

☆ AMP Australian wealth management unit's net outflows more than halve
▼ + stars: | 2022-10-20 | by ( ) www.reuters.com time to read: +2 min

Oct 21 (Reuters) - AMP Ltd (AMP.AX) on Friday reported third-quarter net outflows at its Australian wealth management unit more than halved due to increased inflows into its flagship online investment platform, North, and reduced withdrawals at its pension trusts. "We've seen a reduction in cash outflows to other superannuation funds and we’re winning new customers on our North platform, which has continued to grow cashflows from independent financial advisers," AMP Chief Executive Officer Alexis George said. Net cash outflows at AMP's main wealth management business were A$0.8 billion ($502.40 million) for the three months to September, compared with A$1.9 billion recorded a year earlier. Assets under management at the unit, however, fell A$3.7 billion to A$121.4 billion due to a downturn in investment markets and continued cash outflows. AMP said net interest margins at its banking unit remained on track to meet their annual forecast range of 135 basis points (bps) to 140 bps.

☆ Goldman says copper demand is about to surge. Here are the stocks it expects to benefit
▼ + stars: | 2022-09-20 | by ( Weizhen Tan | ) www.cnbc.com time to read: +2 min

Copper demand is set to surge, Goldman Sachs says — and supply is unlikely to keep up. The investment bank has named a number of metal stocks it says will shine in a copper deficit scenario. Along with the "green transition" driving a surge in demand for copper, Goldman noted that new supply from approved projects will peak in 2024. After this, there are no significant copper projects planned until 2027 or 2028, it added. "While supply growth appears muted from 2024, demand is likely to accelerate given the push towards a low-carbon economy and growing green copper demand," Goldman analysts wrote in a Sept. 13 report.

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