(pictured Aidan Farrell with – from top left – Nigel Douglas, Fraser Murray, Richard Cahill, Clare Armstrong, Tim Hughes, Dennis Sams) By Greg Bright There are some unusual characteristics about global small caps. They outperform large caps over most periods, as you’d expect, and they have slightly higher volatility, as you’d expect. But they are…
(pictured: James Donald) For a value manager, it’s not all doom and gloom with emerging markets. Lazard’s James Donald says: “Emerging markets are probably the most unloved part of the world at the moment, but valuations are the best we’ve seen since 2008-2009.” Donald is a managing director and head of the emerging markets group…
(pictured: Peter Hiom)Â Last year the ASX quietly commenced what is looking very much like a transformation of its technology, including CHESS, a purpose built sub-registry platform which ASX introduced in 1996. This time the ASX has cemented its position by buying a stake in the American company building a prototype using distributed ledger technology….
By Harry Tan* (pictured) The recent volatility in financial markets, both in China and globally, has obscured the enormous changes in China’s commercial real estate markets. Investors should position themselves for the globalisation of the reminmbi within their alternatives portfolio. Here are the opportunities… and risks. ‘Made in China’ is a phrase that describes much…
(pictured: Pauline Vamos and Warren Chant at last year’s Awards) Pauline Vamos, who last week announced her intention to retire from the chief executive spot at ASFA in June, will be the master of ceremonies at this year’s Chant West Super Fund Awards, to be held in Sydney on May 4. Vamos has been at…
(pictured:Â Teresa Heitsenrether) Major trends among big super funds, such as the management of more assets inhouse and building up products and services for members in retirement, are presenting opportunities and challenges for securities services companies. J.P. Morgan’s Teresa Heitsenrether discusses some of those trends. Heitsenrether, the New York-based managing director and global head of Custody…
(pictured:Â Olga Bitel) The “financialisation” of commodities over the past 10 years, especially energy, has led to a high correlation between the performance of banking stocks and the oil price. As the oil price tumbled, so did banking stocks. But nothing has fundamentally changed about the world to cause the global market selloff of the past…
(pictured:Â Doug Morrow) Sustainalytics, a global research and ratings firm focusing on ESG and corporate governance, has produced a list of the ‘top 10 stocks to watch’ – including Australia’s Origin Energy – following the Paris climate change conference. Sustainalytics is the world’s biggest firm of its type and is set to open an office in…
(pictured:Â David Aylward) Tribeca Investment Partners has appointed Chris Daily, who has been with the firm for about five years, as chief investment officer as part of an “infrastructure” building program as the $2 billion boutique looks to expand its investment offerings. David Aylward, the long-standing managing director and head of the firm’s small-cap fund, said…
(pictured: Warren Chant) Continued low investment returns from an expanding asset pool – likely to double in size over the next five years – are two of the dominant themes behind the selection of winners among super funds at this year’s Chant West Super Fund Awards, to be held in Sydney on May 4. Warren…
