The human impact of isolation to protect oneself, one’s family, and the community against COVID-19 has prompted investors to pause and re-think their portfolios on several levels. Real estate exposure is a logical place to revisit as the pandemic has
Australia’s $20 billion green bonds market is coming of age, having spawned the first managed fund dedicated to the asset sub-class. Australian Unity launched an institutional-grade unlisted unit trust last month, managed by its in-house cash and fixed interest team
While China has been a standout country for the adoption of online consumer purchases for several years, the trend has accelerated during COVID-19 and other emerging markets, such as Brazil, have taken a “huge leap forward”, according to Martin Currie.
Stephen Miller, investment strategist for multi-affiliate manager GSFM, has taken an interesting line in a note to clients on why the Reserve Bank of Australia should not, and probably won’t, follow some other countries into negative interest rate territory. The
Market crises tend to come along a lot more often than you think. Sometimes, as with the market slump due, primarily, to the ‘trade wars’, starting in late in 2018 last year, between the US, China, Mexico and, even, Canada,
Total global hedge fund capital fell below US$3.0 trillion (A$4.32 trillion) in the March quarter for the first time since 2016, as financial market volatility surged on uncertainty and increased risks driven by the global coronavirus pandemic, according to the
After more than 30 years of arguments among and between fund managers, academics and, even, regulators, the passive versus active debate may wax and wane but it remains unresolved across the broad investor audience. In a timely paper, Wellington Management
by Greg Bright When Research Affiliates set up an Australasian office in mid-2018, it probably knew it would cause a stir. It agreed for Australian Mike Aked to go home to Melbourne to set up the new business. He is
Some of the best investment strategies have their genesis in personal circumstances or adversity. For Martin Currie, which manages one of Australia’s oldest and best performing equity income strategies, it was both. The firm last month celebrated the 10th anniversary
by David Chaplin The big Netherlands-headquartered investment performance attribution firm, Ortec Finance, has completed the double in both Australia and New Zealand, landing the two largest institutional funds in each country as clients. It picked up NZ’s Accident Compensation Corporation
The human impact of isolation to protect oneself, one’s family, and the community against COVID-19 has prompted investors
Australia’s $20 billion green bonds market is coming of age, having spawned the first managed fund dedicated to
While China has been a standout country for the adoption of online consumer purchases for several years, the
Stephen Miller, investment strategist for multi-affiliate manager GSFM, has taken an interesting line in a note to clients
Market crises tend to come along a lot more often than you think. Sometimes, as with the market
Total global hedge fund capital fell below US$3.0 trillion (A$4.32 trillion) in the March quarter for the first
After more than 30 years of arguments among and between fund managers, academics and, even, regulators, the passive
by Greg Bright When Research Affiliates set up an Australasian office in mid-2018, it probably knew it would
Some of the best investment strategies have their genesis in personal circumstances or adversity. For Martin Currie, which
by David Chaplin The big Netherlands-headquartered investment performance attribution firm, Ortec Finance, has completed the double in both
