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Trade winds blow for semiconductors

Semiconductors are ‘the new oil’. The big problem is getting them. “What we’re seeing is an explosion in the amount of data gathering and measurement and functionality across whole swathes of industries,” says Matthew Reynolds, Capital Group investment director for

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Custodians prove their worth on ESG

As investment managers turn their eyes to the reputational risks of ESG, the custodians that support them have a responsibility to do the same, according to BNP Paribas Securities Services. “Underneath the whole challenge of ESG, as our clients are

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Negative correlation threatens flip

The negative correlation between bond and equity returns is taken as scripture in financial markets. But Capital Fund Management (CFM) warns that the times may be changing.   The negative correlation between bond and equity returns is the (relatively) simple

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No time for Future Fund to rest on its laurels

While Australia’s sovereign wealth fund has seen a massive return of 22 per cent, the good times won’t last. China tensions are weighing heavily on Peter Costello’s outlook. Rebounding from a negative 0.9 per cent return during the depths of

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Epsilon gets on at the ground floor

Australia’s direct lending market is set to take off as the big banks withdraw and investors realise the vast opportunities offered by the businesses that form the backbone of corporate Australia. “We want to grow this market, because we believe

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Magellan hitches wagon to diversified future

Magellan will continue to spend big on ventures like upstart investment bank Barrenjoey and fintech Finclear as it diversifies away from its cornerstone global equities business. With investors continuing to question the lacklustre performance of Magellan’s global equities strategy, which

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