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Investor Strategy News

Investor Strategy News results

Inflation the next bogeyman as the world recovers

by Greg Bright Morningstar Australia and New Zealand presented its view of the world going forward in a webinar last week (June 4) together with that of two funds managers. Several good tips emerged, such as a strong buy on gold, but the combined view was not so clear. The prospect of a return of…

Investor Strategy News | 8th Jun 2020 | More
IRESS to buy OneVue as Connie gets to take a holiday

IRESS, the listed global financial services software and admin company, is to take over OneVue, the diversified Australian platform, admin and registry company under a scheme of arrangement. The deal gives the expansive IRESS a greater presence in the super industry in Australia. Apart from having the largest third-party registry offering, OneVue also has about…

Investor Strategy News | 8th Jun 2020 | More
State Street offers broad remit for ops: ‘front-to-back’

Labelling it ‘State Street Alpha’, the big asset servicing and fund management firm, which purchased the global financial software company Charles River Development in 2018, has embarked on a journey to be the leading provider of asset intelligence to the owners and managers of the world’s capital. According to Sinclair Scholfield, State Street’s Sydney-based head…

Investor Strategy News | 8th Jun 2020 | More
What happens next: the world according to Ruffer

In a nutshell, what happens next is likely to be de-globalisation, therefore lower profitability of companies. In the past 10 years, share buybacks have accounted for more than 50 per cent of returns. That phenomenon has halted. Lots of other things aren’t coming back anytime soon either, except, perhaps, inflation. According to Ruffer LLP, a…

Investor Strategy News | 8th Jun 2020 | More
Chant West sells Enzumo… but more to come

Chant West Holdings, the listed company for the Chant West investment research firm, has reached an agreement to sell ‘Enzumo’, a software business which gave Chant West access to the listed market. The buyer is financial planning dealer group Centrepoint Alliance. The price appears healthy in the current climate. Centrepoint Alliance is a leading provider…

Investor Strategy News | 8th Jun 2020 | More
  • Awards, with hedge funds charity event, to go ahead

    The annual Australian Alternative Investment Awards, held in conjunction with Hedge Funds Rock, an important annual fund raiser for a variety of charities, will go ahead on, or near, the pre-ordained date of September 10. Given the crisis, this year’s awards and the fund raiser are more important than ever. Kim Ivey, chairman of the…

    Investor Strategy News | 8th Jun 2020 | More
    First Sentier boosts firepower for overseas growth

    First Sentier, the former Colonial First State Global Asset Management, has strengthened its international management with the creation of several senior global roles. This follows the acquisition of the manager by Mitsubishi UFJ Financial Group last year. The business, under Mark Steinberg, the chief executive, and Yutaka Kawakami, the deputy chief executive, has established a…

    Investor Strategy News | 8th Jun 2020 | More
    Ravi to pick up QIC reins from Brian Delaney

    Brian Delaney, a stalwart of the institutional funds management industry and an executive director and global head of client solutions and capital at QIC, has confirmed he will retire at the end of the year. His successor, Ravi Sriskandarajah, who is almost as well-connected, was announced last week. Delaney, who has been in the industry…

    Investor Strategy News | 8th Jun 2020 | More
    Income alert: consultant urges caution on yield

    Listed infrastructure and property funds failed to live up to their safe-haven reputations during the recent market slump, a recent Makao Investments analysis found. The study says the relative underperformance of the two sectors over March and April highlights why investors should not conflate income with low risk. “Both listed infrastructure and listed property were…

    Investor Strategy News | 8th Jun 2020 | More
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