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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
    Contrarian investing in the age of foolishness

    Markets are poised for more damage after a remarkable bull run, and Orbis Australia believes now is the time when contrarianism will prove its worth. “It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness,” writes Charles Dickens in “A Tale…

    Staff Writer | 31st Mar 2022 | More
  • Public markets sketchy on private valuations

    Venture capital and private equity have produced the most popular source of new IPOs in recent years, but public market investors are rejecting the valuations they’ve set. Venture capital has been one of the most popular and profitable sectors in which to operate and invest in the last few years. Traditionally the domain of the…

    Drew Meredith | 30th Mar 2022 | More
    Global woes pose biggest threat to index investors

    Investment strategies yoked to indices face the most risk as the 30-year global economic détente unravels, according to UK-based economist, Andrew Hunt. Hunt told a Nikko Asset Management webinar audience last week that index investors benefited over the previous three decades from “chasing liquidity” and themes predicated on growing economic collaboration across the world. But…

    David Chaplin | 25th Mar 2022 | More
    Perennial hunts instos for private growth fund

    Perennial’s new private growth fund is swinging for the institutional market as more and more companies steer clear of public markets amidst conditions. “The number of companies looking to stay private for longer has exploded,” says Ryan Sohn,portfolio manager for Perennial’s new Private Growth Ventures fund. “There’s a need for patient, private capital, and that’s…

    Lachlan Maddock | 17th Mar 2022 | More