One of the great unanswerable questions for investors over the past 10 years is why value investing, the tried-and-true performer since it was identified in the 1930s but probably used innately well before, has stayed out of whack for so
The NZ$4.2 billion (A$3.9 billion) New Zealand Government Superannuation Fund has replaced two of its global equities mandates with two Australian-domiciled global equity products, ahead of an independent review of its strategy. According to its 2020 annual report, post balance
The name’s Peterson. Ian Peterson. For many years, Ian Peterson was the toast of the art galleries of Britain, Europe, and the US. The quiet self-effacing businessman got to rub shoulders with the glitterati of the art world in London,
Jacki Ellis, portfolio manager for retirement strategies at Aware Super, says she is passionate about issues relating to retirement. The big challenge for the industry is to engage with members earlier to make retirement seem “real”. Speaking last week (October
In a mixed response to last week’s federal Budget (February 6) the superannuation and associated sectors were generally supportive of the Government’s goals but almost universally concerned about how certain proposals would work and the likelihood of unintended adverse consequences.
The board of the Fund Executives Association Ltd has taken the difficult decision to suspend the sponsorship relationship the body has had with AMP Capital for the coveted ‘Fund Executive of the Year’ award, which will this year be funded
Angela Ashton’s Evergreen Consulting, a research firm which covers traditional platform-friendly investment funds, has launched a new company which will embark on the road less travelled. Evergreen Ratings will concentrate on complex, often less-liquid products, which rarely make it onto
Big super funds appear to have taken at least one government change to their overall operations in their stride – the compulsion to hold a member annual meeting, with the first necessary before March next year. Some, such as AustralianSuper,
As it turned out, the Morningstar-organised discussion between a value and a growth manager became a lot more conciliatory than would have been expected. Many investors had been wondering whether value would ever make a comeback. They need not have
In March and April this year, Jamieson Coote Bonds, a Melbourne boutique bond manager, suffered redemptions of about $1 billion, which were processed without difficulty. “Solvency and liquidity are what matters in the darkest days,” says partner Charlie Jamieson. Jamieson
One of the great unanswerable questions for investors over the past 10 years is why value investing, the
The NZ$4.2 billion (A$3.9 billion) New Zealand Government Superannuation Fund has replaced two of its global equities mandates
The name’s Peterson. Ian Peterson. For many years, Ian Peterson was the toast of the art galleries of
Jacki Ellis, portfolio manager for retirement strategies at Aware Super, says she is passionate about issues relating to
In a mixed response to last week’s federal Budget (February 6) the superannuation and associated sectors were generally
The board of the Fund Executives Association Ltd has taken the difficult decision to suspend the sponsorship relationship
Angela Ashton’s Evergreen Consulting, a research firm which covers traditional platform-friendly investment funds, has launched a new company
Big super funds appear to have taken at least one government change to their overall operations in their
As it turned out, the Morningstar-organised discussion between a value and a growth manager became a lot more
In March and April this year, Jamieson Coote Bonds, a Melbourne boutique bond manager, suffered redemptions of about
