Authorities have had enough of greenwashing excuses, and they’re lobbing record fines at transgressors. Funds will have to lift their game.
There’s 20 different ways the world could end. But while market risks remain, the higher for longer rate mantra seems less convincing than it once did.
How do investors stay on top of diversification and maintain adequate levels of non-correlation when markets oscillate with every breath and asset relationships are as fickle as they are malleable?
For those looking to chase the growth tail and tip into what are a small clutch of highly priced equities, Pzena has a sobering history lesson. Meanwhile, the bounce-back for value portfolios could be “quite extreme”.
The big technology companies are probably good companies, but the disconnect is in their valuations. For Pzena Investment Management, it’s 2000 all over again.
With assets representing ten per cent of global GDP tipped to be tokenized by 2030, those deploying capital are keen to identify and harness the inherent opportunities. And Australia is leading the way.
Inflation is likely in a transitory phase, yet remains stuck on high settings. Sovereign funds around the world are adjusting accordingly, Invesco says, with 5 major themes charting the course of institutional investors.
A joint review conducted by ASIC and APRA was scathing of funds’ collective attempts to meet their new legal obligation to help fund members plan for retirement, and urged them to “address, with urgency, the gaps in their approach”.
The long-time institutional investment executive has resigned from his position as chair at the boutique consultant after six years to focus on assorted directorial roles.
The respected executive will take the reigns in December and lead what has become the largest investment advisory across Australia and New Zealand over the last 35 years.
