Analysis

David Marsh

Global government investors play it safe in risky times

by David Chaplin External fund managers barely get a look in on the US$37.8 trillion held by large government-owned investors globally, a new report found. According to the ‘Global Public Investor 2019’ study, almost 70 per cent of the institutions

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Top 100 pension funds progress ESG strategies

A study by the Economist newspaper’s ‘Intelligence Unit’ on asset owners’ priorities in the ESG space has shown that, within the largest cohort of the top 100 asset owners, in Asia, there has been a significant increase in awareness of

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John McMurtrie

Link Group upbeat despite Woodford distraction

While presenting a generally upbeat outlook for its continued expansion globally, Link Group addressed brokers and investors in London last week on the issue of its regulatory issue regarding the failure of one of its glamour clients, the Woodford Global

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Alex Vynokur

How ETFs are changing the landscape

Institutional investors tend to be sceptical of the benefits of ETFs. ETFs have a wide spread, which can challenge an investor’s position. But increasingly they are being used for tactical purposes. BetaShares is setting the pace with new ETF offerings.

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Peter Laurelli

Australian funds cut equity exposures: eVestment report

Australian institutional investors redeemed about US$1.7 billion from their equity managers in the March quarter, erasing the US$1.6 billion they had invested in the December quarter. The latest redemptions were the same as for the whole of Europe in the

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Anne Christine Farstad

In a style-questioned world, maybe contrarian is the answer

by Greg Bright Some people say that investment styles are dead. Certainly, ‘value’ has struggled for several years, compared with ‘growth’, ‘momentum’ and ‘quality’. If those people are right, what does that mean for how a big super fund chooses

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Chris Dalton

Securitisation soldiers on despite tough climate

The outlook for the Australian securitisation market is healthy, with the majority of issuers expecting to maintain or increase issuance in the next two years. This is despite slowing demand for consumer and mortgage credit and tough macro-economic conditions, according

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Mona Naqvi

S&P rebuffs Buffet, eschews Alphabet in ESG index

by David Chaplin Google, Netflix and Warren Buffet’s Berkshire Hathaway are among a group of 150 plus top US companies to miss the cut in the recently-released S&P 500 ESG (environmental, social and governance) index. S&P, which built the new

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