News

Year-to-date, fixed income markets are about as bad as equities. But Michael Leithead, fixed income and senior portfolio manager at EFG Asset Management (EFGAM), is more positive than he’s been “in a long time.”

New York-based Kudu Investment Management has returned to Australia in hopes of pulling off a repeat of its 2020 deal with Channel Capital.

The regulator says it doesn’t “blindly adopt” a big is good, small is bad approach, and is concerned the industry is consolidating too quickly.

While most super funds will deliver their members a negative return this year amidst an indiscriminate selloff, they remain well ahead of their long-term objectives.

Market conditions have shifted dramatically in recent months. But while growth strategies have suffered significant pain, value investors are finally proving their bona fides.

While the best financial interests’ duty (BFID) has seen some super funds think twice about ESG,
reconciling ESG and responsible investment with best financial interests’ duty isn’t the hurdle some think.

Specialist UK-based impact investment firm, WHEB, has upped its fund turnover amid recent market volatility, according to associate portfolio manager, Victoria MacLean.

While institutions are yet to make the jump into cryptocurrencies, State Street’s move to launch its first new division in 40 years shows that a whole new universe of assets is here to stay.

Shareholders in toll road operator Atlas Arteria believe the company will be able to drum up significant offshore interest in the face of a raid on its registry by IFM Investors.

Talks between NAB Asset Servicing and HSBC for the latter to take charge of the former’s 30 largest clients have allegedly faltered.

Academically driven global index provider Scientific Beta has taken strides in its commercialisation with its latest offering. It has also prompted the question: is there a point where smart beta becomes dumb alpha?

Everybody wants certainty, but it’s the one thing in short supply in markets today.