INSight #32
How Has The Asian Consumer Evolved Over The Last 5 Years?
Joohee An – Mirae Asset Global Investment
Investment markets are in the eye of the storm. The initial storm danger came as COVID-19 hit, decimating jobs and smashing demand.
In the wake of the pandemic, investors have continued to pile money into variously labelled ESG/sustainable funds. Are they doing what they say?
Since our 2020 Strategic Asset Allocation (SAA) review in June, we have remained modestly underweight the SAA reflecting concern about prospects for the asset class in the current environment. Recently, we reduced this exposure further, as our conviction has built that real estate will underperform the broader equity market over the medium term. Below, we…
Given the global outlook is clearly one of a high degree of risk, it is surprising that all forms of risk assets seem to continually defy all the negative outlooks. Traditional asset allocations have been heavily tied to equity market growth and the continual decline in risk free interest rates over the past 30 years….
Embracing technology to improve profitability Net Wealth released their latest Adviser Tech white paper, once again exposing the slow adoption of technology in by financial advisers around the country. The report details the many new outsourcing and digital applications available to make advisers jobs easier, yet the industry remains hamstrung by the requirements of other…
Let’s face it: most people find wealth management mysterious, tedious and something best done some other day.
The recent slavery scandal surrounding the fast fashion brand Boohoo has further intensified the focus on the “S” element within ESG factors. The “S” pillar has been gaining prominence since the start of the pandemic, with increased attention on how companies treat their workers.
A focus on oil and gas abandonment and implications for the ASX.
What we have learned from the Covid-19 crisis
