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…
Arnaud Brillois from Lazard Asset Management shares insights with James Dunn from The Inside Network on why convertible bonds are suited to the uncertain times of today.
Tobias Bucks & Simon Wood from Ausbil Investment Management go in-depth with Peter White from The Inside Network on the unrecognised potential of global small caps.
Tim Snelgrove from Coaster Capital goes IN60 with Peter White from The Inside Network.
Will Hamilton from Hamilton Wealth Partners goes IN60 with James Dunn from The Inside Network.
Six consecutive weeks of gains, CSL (ASX:CSL) lower as vaccine pulled, Fortescue (ASX:FMG) overtakes ANZ Bank (ASX:ANZ) The ASX 200 (ASX:XJO) finished the week on a negative note, falling 0.6%, but managed to deliver its sixth straight week of gains, adding 0.1% over the five days. The majority of the weakness was driven by the 3.2% fall…
ASX breaks seven day winning streak, AUD starting to bite, tech under pressure The ASX200 (ASX:XJO) couldn’t take it’s winning run beyond seven days once again, falling 0.7% on the back of weakness in the technology sector, down 2.1%.  The weakness was twofold, with Facebook (NASDAQ:FB) facing US legal action seeking to have the company’s Instagram and…
COVID and politics dominated the specialist investment media this year, as they did with all media, but such topics are not necessarily the most widely read stories. Stories about people are more likely to inspire a reader to read. This is the final edition of the year. We will next publish on January 11, 2021….
