November 18, 2021

Biden bill a boon for listed infrastructure

It’s all coming up roses for the asset class, which is set to benefit from rising inflation and global spending programs. A boom delayed is still a boom. The delta variant stymied reopening plans and the fiscal stimulus expected to

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Ninety One flows augur well for big firms

In a positive sign for diversified global managers, the dual-listed Ninety One has reported a turnaround in fund flows and a big increase in profits following strong returns in the past six months. The company said in London last week

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Mega funds start mopping up

The trend towards super consolidation is continuing apace, but there will be fewer mega mergers. It’s now just a matter of mopping up. Mega fund mergers are likely to slow as boards realise the “significant transition planning and integration activity”

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All fees tumble again as ESG matures

Even the strong trend towards ESG investing, overlaid with heightened interest in climate-related strategies, has failed to halt the decline in funds management fees. The latest biennial study by global mandate search and research consultancy bfinance shows that fee compression

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Big super becomes the underdog

They might be behemoths at home, but Australia’s biggest super funds will be on the backfoot as they scour the globe for investment opportunities. NAB’s biennial FX Hedging survey is not only a good insight into super fund hedging strategies,

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ASX defies inflation worries, Evolution soars 10%

ASX delivers marginal gain, oil price pain continues, Evolution spikes The S&P/ASX200 (ASX: XJO) managed to eke out a positive day, gaining 0.1 per cent or just 9 points as selling pressure from the banks offset solid gains in the rest of the

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INSight #126 with Northern Trust Asset Management

Do factor strategies offer the same potential for Australian equity investors? In this 2-minute video Scott Bennett, Head of Quantitative Research and Client Solutions Australasia explains the three scenarios investors should consider when employing an Australian equity factor based strategy.

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