Analysis

Why 2020 was tough for TAA despite volatility

Last year proved once again that market timing can be very profitable but an extremely difficult task to pull off, according to a new analysis of tactical asset allocation. The paper, by influential Auckland-based actuarial advisory firm Melville Jessup Weaver

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The business of joining Yarra with Nikko

Yarra Capital last week completed its acquisition of Nikko Asset Management’s Australian business, taking its assets under management to about $20 billion. Now the hard work begins. Branding has been decided, with Yarra Capital to remain the overall brand, Nikko’s

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Naysayers emerge in ESG trend research

ESG investing continues to polarise institutional investors around the world, with a surprisingly large number considered ‘contrarians’ who tend to buck the trend to ESG’s adoption and integration. This is one of the outcomes from research by Nuveen, the NYSE-listed

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New pressures from maturing alternatives market

While a combination of factors is driving the alternatives investment sector towards full maturity, pressure is also mounting on fund manager and investor capabilities for efficiency and governance. According to a short paper by Northern Trust’s asset servicing arm, the

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Second big quarter in value rotation

Value managers are hopeful that, following the second consecutive quarter of the factor’s outperformance, their world has returned to normal. Value may well be back. For the March quarter, for Australian shares, the S&P/ASX 200 value factor index was up

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Investors need to maintain climate engagement

As the ESG investment world prepares for what may come out of the COP26 climate change conference in November, Martin Currie has set out the four major challenges in making the transition to net zero emissions. In its ‘Net Zero:

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Money, fast cars and investor returns

It may be intuitive but there is now evidence that investors with more testosterone and those who drive flashy sports cars tend to produce lower returns over time. They take too much risk. We have Yan Lu, an American academic,

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Longreach branches out along income theme

Longreach Alternatives, a multi-affiliate manager started by Sam Mann in late 2016, has added to its range of boutique offerings with the launch of a fisheries quota firm. A common theme for the range is “sustainable income”. Mann, best known

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Australia bucks global trend with active preference

The shift in investor preference for passive over active funds continued in the last two years, but Australian investors were more resistant to the global trend, according to research from Calastone. Calastone’s latest report, ‘Tidal Forces – Can Active Funds Fight

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COP26 preview: what net zero means for investors

Big pension funds are looking to put on a good show prior to policy maker announcements at the increasingly anticipated COP26 United Nations climate change conference in Glasgow starting November 1. The UN PRI and London Stock Exchange Group (LSEG)

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