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

  • Appointments

  • Custody

  • ESG

  • Funds Management

  • Super

Equity opportunities in a low-rate, low-growth world

(Pictured: Virginie Maisonneuve) The current low rate environment should be supportive of US stocks but investors need to look for regions, sectors and companies that will benefit from solid fundamentals. “While bank lending remains constrained, particularly in Europe, good companies – such as Apple recently – are good examples of how companies are using low rates…

Investor Strategy News | 1st Jun 2014 | More
The human aspect of the ‘G’ in ‘ESG’

(Pictured: Anthony Asher) by Greg Bright. ‘ESG’ is, for good reason, an important consideration for fiduciary investors. The ‘G’, in particular, seems to make sense and, maybe more importantly, money. But our measurement of governance has to date been pretty rough. A group of academics from the University of NSW have now produced an interesting paper…

Investor Strategy News | 1st Jun 2014 | More
  • A change of retirement plans

    by Rob Goodlad* Recently I decided to examine whether I was one of the lucky baby boomers that just might continue to escape financial hardship. Paul Keating’s comments on the matter rang loud in my ear. He has suggested that it is impossible to work 30 to 35 years and use those accumulated savings within…

    Investor Strategy News | 1st Jun 2014 | More
    Like Media Super, delegation takes a hit at UN fund

    Comment by Greg Bright Apparently, Media Super is not the only fiduciary fund in the world for which a better-resourced in-house investment management capability is being questioned on governance grounds. Here’s what’s happening at the US$50 billion United Nations pension fund. According to the US publication aiCIO: “A proposal by the CEO of the United…

    Investor Strategy News | 25th May 2014 | More
  • Equity Trustees takes on the big boys and girls

    (Pictured: Amanda Noble & Geoff Rimmer) Equity Trustees (EQT) has spent the last two years quietly reinventing itself and is now a formidable player in not just trustee services but also wealth management. Under the leadership of managing director Robin Burns, the company has bedded down its business structure, announced the purchase of ANZ Trustees,…

    Investor Strategy News | 25th May 2014 | More
    Phil Kearns eyes off more private equity

    (Pictured: Phil Kearns) Phil Kearns had such a good experience with CHAMP Private Equity and Centric Wealth that he does not rule out another role in private equity in the near future. “Private equity is something that was fun and interesting… you also get to pick the brains of some great minds,” he said. “Certainly the…

    Investor Strategy News | 25th May 2014 | More
    London Stock Exchange sole bidder for Russell

    (Pictured: Xavier Rolet) Last week the London Stock Exchange confirmed it was in exclusive talks with Frank Russell Company parent – The Northwestern Mutual Life Insurance Company – regarding a potential acquisition of Russell. The statement makes LSE the last buyer standing for the company, which was put on the block earlier this year by its…

    Investor Strategy News | 25th May 2014 | More
    HFT research re-release prompts questions

    (Pictured: Zak May) by Penny Pryor High frequency trading (HFT), and its analysis, continues to court controversy in the US and globally. One of the most comprehensive global studies done on potential winners and losers of the practice, first released in 2010, has recently been republished with the express authorisation of the Commodity Futures Trading…

    Investor Strategy News | 25th May 2014 | More
    CheckRisk convinces super funds on risk

    (Pictured: Denis Carroll) UK-based risk consultancy CheckRisk is close to signing up its first Australian superannuation fund for its total risk monitoring system (TRMS) risk tool. “We’re in discussions with some very major super funds about using some of the tools that we have,” Australian chief executive officer of the company, Denis Carroll, said. “Sadly people…

    Investor Strategy News | 25th May 2014 | More
  • Better automation needed in Asia Pac post trade

    (Pictured: Matthew Chan) Post trade processes in the Asia Pacific region are in dire need of improvement, according to a study commissioned by global transactions systems company Omgeo. The study, one of the most comprehensive on practices in the region to date, was conducted for DTCC-owned Omgeo by Insight Asia Banking & Finance Consulting.  Omgeo director, enterprise and…

    Investor Strategy News | 25th May 2014 | More
    Cross-country allocations at forefront in the new neutral

    (Pictured: Scott Mather) Japan and Australia are countries to watch as the global economy heads towards a “new neutral” with real interest rates generally around zero. But opportunities for bond investors will occur as individual countries react differently to policy challenges. Japan, in particular, has embarked on an “experiment” with both fiscal and monetary policy and…

    Investor Strategy News | 25th May 2014 | More
    Perpetual develops international capability

    (Pictured: Michael Gordon) Perpetual Investments is incubating a global share strategy, which is expected to be considered when its arrangement with Wellington Management Company for international shares comes up for review at the end of this year. For two years now, four investment analysts within the team that look after the Global Resources Fund, launched in…

    Investor Strategy News | 18th May 2014 | More