The man who dealt with the SARS virus in China nearly two decades ago is “hopeful’ the coronavirus would be similarly dealt with by April. Investors and a lot of Australian and other business people will be hoping he’s right.
by Greg Bright It’s difficult for investment managers right now. Most equity markets are fully valued, as are fixed income markets. In the fixed income and credit markets, the outlook is challenging. How can you have negative interest rates? So,
For many super funds fixed income portfolios can be their poor cousins in terms of integrating hard-fought ESG principles. A recent study looks at how funds can go about amalgamating ESG and fixed income. John Streur, the chief executive of
by Greg Bright As the markets get more and more toppy the active-versus- passive, age-old argument, is swinging more toward the active managers. No-one wants to get caught in a bubble of cap-weighted index-hugging indices at the end of the
When it comes to valuation, how ethical or not a firm is matters, according to an academic study by Augustin Landier, Professor of Finance at HEC Paris Business School, and his associates. People are prepared to pay more for an
by Greg Bright David Hartley seems to be on several missions at the same time. The chair of the investment committee and a director of the $9.5 billion Australian Catholic Superannuation fund has come up with a workable concept to
Active long-only strategies will continue to drive revenues for a majority of fund managers around the world for the next five years, despite the continued encroachment by index managers and fee compression in several markets, such as Australia. But the
China’s private equity and venture capital (PEVC) sector grew by 36 per cent in 2018, its lowest growth rate since 2014, hitting US$600 billion. This lower growth rate is perhaps understandable as total GDP grew only 6.2 per cent that
The size of the total super pie should hit $10.2 trillion within 20 years – by 2038 – compared with $2.7 trillion as at June 2018, according to modelling by consulting and actuarial firm Deloitte. In its annual review of
Ahead of its launch of a proposed ‘Long-Term Investment Institute’, Martin Currie, the Edinburgh-based international equities house, has produced an interesting paper describing the strong link between long-termism and sustainability. There are differences in the two concepts, too. The paper,
The man who dealt with the SARS virus in China nearly two decades ago is “hopeful’ the coronavirus
by Greg Bright It’s difficult for investment managers right now. Most equity markets are fully valued, as are
For many super funds fixed income portfolios can be their poor cousins in terms of integrating hard-fought ESG
by Greg Bright As the markets get more and more toppy the active-versus- passive, age-old argument, is swinging
When it comes to valuation, how ethical or not a firm is matters, according to an academic study
by Greg Bright David Hartley seems to be on several missions at the same time. The chair of
Active long-only strategies will continue to drive revenues for a majority of fund managers around the world for
China’s private equity and venture capital (PEVC) sector grew by 36 per cent in 2018, its lowest growth
The size of the total super pie should hit $10.2 trillion within 20 years – by 2038 –
Ahead of its launch of a proposed ‘Long-Term Investment Institute’, Martin Currie, the Edinburgh-based international equities house, has
