Custodial news raced up the ISN editorial leaderboard this year, even while mergers and acquisitions and the flawed Your Future Your Super (YFYS) performance test dominated the front page.
John Green from Ninety One goes in-depth with Peter White from The Inside Network on “Sustainable investing in emerging markets”.
The Inside Network’s industry-first ESG Retreat brings together leaders from every major pool of capital in Australia to focus on the transformative change occurring in capital markets as pressing societal, environmental and sustainability issues come to the fore.
Grant Webster from Ninety One goes in-depth with Peter White from The Inside Network on investing in emerging market debt.
Despite the -16.3 per cent year-to-date (YTD) performance, we are impressed with the resilience of emerging market (EM) equities. In any year with the S&P down 19.9 per cent, the US Dollar (USD) up 7.2 per cent, Russian assets marked to zero, and China locking down its two largest cities, one would rightly cover their…
Don Gunawan, Head of Institutional & CIO Sales of Mirae Asset Global Investments Australia discuss “The Case for Investing in Asia”.
An allocation to municipal bonds by non-US investors may provide a high quality and differentiated fixed income exposure to a portfolio. With an increase in issuance and market size, investors outside the United States are expanding their search for yield to a hitherto unexpected place: US municipal bonds. US municipal bonds offer generally higher nominal…
Ninety One is relatively cautious on emerging markets from a top-down perspective, preferring bottom-up selection in a complex global environment, which we see as having distinct winners and losers.
Richard Quin of Bentham Asset Management on how to position a portfolio in the current environment.
I am not an expert on climate change. Therefore, I will leave it to those experts and environmental, social and governance (ESG) specialists to talk in detail about the impacts of climate change on our food system and which government policies are required to address or decrease impacts. I am looking at the future of…
