James Stewart from Ausbil Investment Management shares insights on which commodity offers the best supply-demand metrics.
Marcus Bogdan from Blackmore Capital Equity Investors goes IN60 with James Dunn from The Inside Network.
While distressed debt funds have mushroomed to record levels in major markets, helped by the belief that the pandemic is a once-in-a-lifetime opportunity, Asia has languished. Already a small market for the broader private debt alternatives asset class, Asian distressed debt funds in the market for capital have declined over the past five years, from…
Australian fund managers see opening new distribution channels and embracing digitalisation as their major challenges in a post-COVID environment, according to a survey by financial data communications group Calastone and UK publisher Funds Global Asia. The Australian survey, for which there were 44 respondents, was part of a larger global survey with 291 respondents. It…
Fund managers expect to double their technology spend from about 10 per cent of their operating expenses in 2019 to 20 per cent by 2023, according to a new study by Casey Quirk. The increase is driven by wanting to have broader and deeper ties to clients. The study, ‘Technology for the C-Suite: Driving Competitive…
Whether or not we are witnessing the early stage of an end to the longest drought for value managers in history, history tells us that when the rains come, it will be a deluge. Recessions and their aftermath are particularly good for value managers. At a client webinar organised by global value manager Pzena Investment…
Marcus Bogdan from Blackmore Capital goes in-depth with James Dunn from The Inside Network on the importance of process and discipline in successful investing.
Most of the world’s largest institutional investors – 438 sovereign wealth and public pension funds – had a tough time last year. They had to cope with government capital drawdowns alongside market volatility and other problems due to the pandemic. According to the annual report of Global SWF, a private organisation that researches the space,…
Just as when ESG under its various guises was in its infancy, so too impact investing has been struggling through a dilemma to do with classification and standards to help smooth the bumps in the sector’s growth path. The classification part of the problem, at least, now appears to have been solved. At a webinar…
Investors need to watch for a surge in poor governance practices by company boards and management under the veil of responding to the impact of COVID-19. The latest stewardship report of a major global manager, Dimensional Fund Advisors, warns of an increase in questionable corporate activity this year. Dimensional managed US$527 billion ($A685 billion), as…
