Home/ Author / Staff Writer
    Sort By
  • Newest

  • Newest

  • Oldest

  • Author Name

  • Author Name

  • David Chaplin

  • Drew Meredith

  • Giselle Roux

  • Greg Bright

  • James Dunn

  • Lachlan Maddock

  • All Categories

  • All Categories

  • News

  • Uncategorized

  • Analysis

  • Deeper Thought

  • Funds Management

  • ESG

  • Profiles

  • Appointments

  • Custody

  • Super

Staff Writer results

Why it’s time to look beyond ‘terrible’ China performance

The EM story of economic growth and portfolio diversification should work in theory – but what’s worked in practice has been altogether different. Still, gloom around China obscures the many bright spots in a diverse market.

Staff Writer | 1st Mar 2024 | More
The hidden risk that nobody is pricing

You can only see it if you look in the right places, but carbon mispricing could have massive implications for how risky an investment really is. Meanwhile, large language models are reading between the lines of earnings transcripts.

Staff Writer | 23rd Feb 2024 | More
Don’t chase markets into the ‘danger zone’: Ninety One

The peak in interest rates and inflation has been supportive of markets, but there’s still plenty of turbulence ahead and investors should be wary of chasing stocks higher.

Staff Writer | 16th Feb 2024 | More
Unloved value stocks primed for outperformance: Pzena

Rising interest rates and elevated stock multiples have brought down the equity risk premium and created a highly advantageous environment for value investors, according to Pzena Investment Management.

Staff Writer | 14th Feb 2024 | More
Super’s problem with the ‘misunderstood middle’

A dearth of member data is “hindering progress” against the retirement income covenant and more than $145 billion of member money might be better off in guaranteed lifetime income products, according to new research.

Staff Writer | 7th Feb 2024 | More
  • Cbus gets a new head of stewardship

    The $85 billion industry fund has picked up a new head of stewardship with a “wealth of experience” from BlackRock as it looks to double down on its ESG goals.

    Staff Writer | 2nd Feb 2024 | More
    Falling biodiversity means rising financial risk: Allspring

    Biodiversity is under rising threat around the world, with potentially disastrous economic and social consequences, while water-related risks are likely to strain insurers and government budgets.

    Staff Writer | 25th Jan 2024 | More
    JANA wins more in wealth

    Wealth management firm Alteris has selected JANA as its new investment consultant, bringing its assets under advice in the wealth space to more than $10 billion as it looks beyond its traditional client base for growth.

    Staff Writer | 24th Jan 2024 | More
    Stocks priced for perfection could get a nasty surprise

    Markets are “overly sanguine” about how easy it will be to achieve the last mile of disinflation. The Fed might not cut rates rapidly, and if they do we might not like the reasons.

    Staff Writer | 19th Jan 2024 | More
    BlackRock goes all in on alts

    The world’s largest asset manager has picked up Global Infrastructure Partners (GIP) in a move that will give it greater access to the fastest-growing segment of the private markets and define “the next 20 years” of its business.

    Staff Writer | 17th Jan 2024 | More
    1 2 3 15
    Our Authors
    Popular