State Street’s structural shift to country CEOs

After a lengthy search, State Street has appointed a country head for Australia as part of a progressive restructure designed to move away from a business unit focus to a more holistic approach. Tim Helyar has been recruited from J.P.

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Perpetual takes out Zenith top funds award

Perpetual Asset Management Australia won three categories in last Friday’s annual Zenith Partners awards, including the top ‘Fund Manager of the Year’. In the other major categories, Fidante Partners picked up the ‘Distributor of the Year’ and Eiger Capital the

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How New Forests helped globalise an asset class

When David Brand launched New Forests in Sydney in 2005, only 10 per cent of the global forestry asset class resided outside the US and the largest investor was America’s Hancock Natural Resources Group. Now, Hancock, a subsidiary of Manulife

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Frontier shines more light into manager shadows

Difficult to define and more difficult still to measure, the culture of any organisation is widely regarded as having a major impact on performance. Funds management is no exception. Asset consultant Frontier has this year been striving to add some

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Howard Marks on value/growth: forget the terms

Howard Marks, one of the investment world’s more celebrated investors, has added his voice to other celebrated investors in decrying continued use of the terms ‘value’ and ‘growth’. The co-founder and co-chair of Oaktree Capital Management, Los Angeles-based, predominantly fixed

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Crises prompt talk of capitalism reimagined

CFAs are a good barometer for the investment industry. Put 550 of them together in the current climate and the mood is downbeat. This decade could be the most crucial in human history. The annual CFA Societies Australia investment conference,

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Managers and funds as PRI Awards finalists

The Principles for Responsible Investment organisation annual awards will be announced at the PRI Digital Conference next week, October 18-21. The conference and awards will provide a suitable opening act for the COP26 meetings to be held in Glasgow in

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Pessimism and optimism swirl in deep water waves

Kim Catechis says he was not pessimistic when he wrote ‘Deep Water Waves’, his first major strategy report for investors through the Franklin Templeton Investment Institute. The report, published in August, sparked a series of discussions within and outside the

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… as Beijing to get own stock exchange, again

China is to get its third stock exchange, in Beijing, to augment the main Shanghai exchange and the smaller, tech orientated, Shenzhen exchange. The new Beijing exchange was announced by Xi Jinping, the president, in a surprise statement on September

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The case builds for China A-shares

The China growth story is well known to international investors but the best way to access profitable growth and the various risks continue to evolve as part of that story. In a session devoted to ‘Investing for Change in China

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