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ESG, impact trends playing out in fixed income

While ESG investing through equities attracts most of the limelight, fixed income is increasingly gaining the attention it deserves. The asset class is, after all, about 40 times the size of the equities market. In a webinar last week to

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How the market beats economic forecasts

Research Affiliates has taken the study of factor timing to a user-friendly new level through a paper which argues that the market’s momentum and valuation are good predictors of economic influences. The paper, by Mike Aked, director of research for

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Equity funds back in vogue

Australian investors put more money into traditional equity funds in February and March than they did in the whole of 2019, prior to the impact of covid-19. A new index shows Australians also had more conviction. According to figures from

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BNY Mellon clings to global lead

The three largest global custodian banks have enjoyed hefty increases in the total assets under custody and administration in the March quarter as markets continued to rebound. BNY Mellon is still the biggest. BNY Mellon remained the largest in the

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Front-to-back services boost global custody

Front-to-back services and market activity have helped the big global asset servicing companies to record levels of assets under custody and administration in the March quarter, despite falling interest income. State Street emphasised the success of its front-to-back offering, which

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Baker hands Sentinel reins to Tricia Nguyen

Tricia Nguyen, a principal of Mercer, has been promoted to head of Mercer Sentinel following the move by Peter Baker to a part-time role with the business. The changeover had been planned for some time. Nguyen, who became a principal

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The business of joining Yarra with Nikko

Yarra Capital last week completed its acquisition of Nikko Asset Management’s Australian business, taking its assets under management to about $20 billion. Now the hard work begins. Branding has been decided, with Yarra Capital to remain the overall brand, Nikko’s

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Warakirri spreads its ‘boutique’ strategies

Warakirri Asset Management has cemented its position as the second-largest fund manager in Australian agriculture with the launch of a second fund in the buy/lease sector. The Warakirri Farmland Fund, launched last week (April 12), has been seeded by a

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Social benefit added in green bond fund revamp

Amundi has revamped its old responsible investing green bond fund as a broader strategy which looks to also mitigate against societal damage from the shift to renewables. The new fund, ‘Just Transition for Climate’, retains the fixed income and credit

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Naysayers emerge in ESG trend research

ESG investing continues to polarise institutional investors around the world, with a surprisingly large number considered ‘contrarians’ who tend to buck the trend to ESG’s adoption and integration. This is one of the outcomes from research by Nuveen, the NYSE-listed

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