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Bull run no boon for innovation: BCG

The rivers of gold that have flowed over the last decade have not flowed to more innovative products, according to Boston Consulting Group.

Lachlan Maddock | 1st Jun 2022 | More
‘An appropriate place of paranoia’: fundies prepare for stormy weather

Investors are now fretting a recession to go along with a more volatile geopolitical outlook. But on that prospect, it’s the cooler-headed fundies that will prevail.

Lachlan Maddock | 25th May 2022 | More
  • Unpredictable, not uninvestable: emerging markets no lost Paradice

    As Paradice’s emerging market equities strategy hits its three-year anniversary, the outlook for the asset class has never been more uncertain. But the local institutional appetite is voracious.

    Lachlan Maddock | 18th May 2022 | More
    Value back on top in a market in shock

    Value investors have staged their long-prophesied comeback during the highly volatile start to the year. But questions remain about whether this performance will be prolonged.

    Drew Meredith | 13th May 2022 | More
  • AIMA, 100WF elevate women’s voices

    Investment management still trends “pale, male, and stale”. But a new mentoring program is aiming to close the female participation gap.

    Lachlan Maddock | 11th May 2022 | More
    Why Manny and Gail Pohl helped restore a masterpiece

    The founder of Hyperion Asset Management and ECP has in recent years focused his philanthropic efforts on restoring master works from ages past.

    Lachlan Maddock | 6th May 2022 | More
    ‘Not just a piece of Britain’: Down Under open for funds innovation

    The new corporate collective investment vehicle (CCIV) could create new markets for Australian fund managers and bring international managers to Australian shores.

    Lachlan Maddock | 4th May 2022 | More
    Future Generation pivots to prevention

    With a new CEO at the helm, the charitable listed investment companies first set up by Geoff Wilson in 2014 will now start funding organisations focused on addressing mental health issues before they occur.

    Lachlan Maddock | 4th May 2022 | More
    Magellan goes cold on China as volatility reshapes portfolio

    Magellan has abandoned its long-standing Chinese positions and cast a keen eye over financials as it attempts to weather an environment of more persistent inflation. Magellan has remained in the headlines on a near daily basis, with continued uncertainty around the return of CIO and founder Hamish Douglass, who took medical leave in early February….

    Drew Meredith | 27th Apr 2022 | More
  • CIOs learn to live with ‘a blunt and retrospective instrument’

    The Your Future, Your Super (YFYS) test is here to stay – but CIOs are still adapting to the idiosyncrasies of their new benchmarks. “The performance test gives you an additional target,” Anna Shelley, CIO of AMP, told the ASFA Conference on Wednesday (27 April). “And you can be the best archer in the world,…

    Lachlan Maddock | 27th Apr 2022 | More
    Russia a ‘sideshow’ in main EM game

    Investors and their fund managers have dumped Russian holdings in recent weeks amid worsening horror at the invasion of Ukraine. But active managers could lessen the blow for investors through new opportunities on the other side of a Russian trade. For Ninety One’s emerging markets team, Russia is an “ugly sideshow” to the main investment…

    Greg Bright | 20th Apr 2022 | More
    ‘Everybody will listen to the 99’: Why consensus rarely triumphs

    Massive dispersion still remains in the aftermath of a relatively minor correction, and now is the time to scrutinise consensus expectations for some market darlings. “If you ask 100 engineers how much steel and concrete are required to build a bridge, and 99 engineers say x amount of steel and y amount of concrete, and…

    Staff Writer | 13th Apr 2022 | More