Mark Monfort and Nick James

… as Corona crisis forces investment data rethink

by Wietske Blees* Making well-informed investment decisions isn’t easy at the best of times but throw in a pandemic and a decade worth of quantitative easing that’s fuelling a growing disconnect between equity markets and underlying fundamentals, and reliably predicting

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Ian Perkins

Ian Perkins, a man with many friends, dies suddenly

Ian Perkins, a long-time executive and entrepreneur in asset servicing in Australia and Asia, spending the past six years at BNP Paribas Securities Services in Sydney, died suddenly of a heart attack on Sunday June 29, age 57, while at

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Brendan Burwood

A new era begins at Chant West

Brendan Burwood has just one more task ahead of him now. That is to negotiate an exit for shareholders in the listed shell of the former Chant West Holdings and end a corporate saga which started when the software customisation

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Greg Cantor and Chris Briant

Australian Catholic Super’s new retirement strategy enhancement

The $9 billion profit-for-members Australian Catholic Superannuation & Retirement Fund has appointed the specialist implementation manager Parametric Portfolio Associates to run a mandate as part of the ‘RetireSmart’ strategy for a new custom-designed equities approach with a focus on capital

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David Scobie

Storm warning: Mercer on manager business risks

Fund manager business risks have spiked upwards during the coronavirus crisis with further fall-out likely as the shockwaves reverberate, according to a new paper by Mercer. The firm sees the possibility of casualties and M&A activity, but not yet a

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Roger Urwin and Margaret Franklin

Roger Urwin on culture, COVID and other challenges

Culture is a “fascinating subject dripping with issues”, according to Roger Urwin, who first wrote about the power of culture for fiduciary investors and their managers in the 1990s, having established the asset consulting arm of Willis Towers Watson in

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Weichen Ding

With China, going direct looks a better bet: bfinance study

While an estimated four out of five big international investors, including Australian super funds, gain their China equities exposures through emerging markets (EM) strategies and funds, a new study by bfinance, the global research and mandates search firm, says that

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Paul Xiradis and Mark Knight

What will stick from COVID-19 with equities investing

There are lots of repercussions from the COVID-19 fallout which will stick for a long time for everyone, including managers of Australian equities. For the most part, according to Paul Xiradis, talking about the equities markets recently, they are more

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Margo Lydon

Call to arms for women post COVID: the opportunity

For women in particular, but also for men, what sticks from the COVID-19 crisis, what are the potential silver linings to come out of the dark cloud, represent a chance to “bounce forward” rather than “bounce back” once it’s all

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