Analysis

Andrew Lasky

Class action dominos starting to fall

The dominos have started to fall for Australian-related class actions with the market having become “passive enough” that investors are looking to update their policies to ensure they can partake in the potential gains from legal actions. Two high-profile cases,

More »
Remy Briand

Index move could send $125bn to China

Chinese stock markets received a huge boost last week following the call by index provider MSCI to up its China A shares inclusion factor from the current 5 per cent to 20 per cent by the end of this year.

More »

Big investors want more detail on ESG, executive pay

Institutional investors are demanding more corporate disclosure on sustainability, remuneration and business strategy to guide proxy-voting decisions, a new global survey has found. In a release, Kiran Vasantham, Morrow Sodali director of investor engagement, said: “This survey provides issuers with valuable

More »
Johnathan Armitage

How venture can benefit a broader portfolio

Jonathan Armitage, the CIO of MLC, will deliver the keynote address at this year’s AVCJ Private Equity and Venture Forum in Sydney, March 5-7. He has the timeless topic: ‘Global Investing in Turbulent Times: how are we positioning ourselves for

More »
Reece Birtles

Fundamentals should win out in reporting season

The reporting season for ASX-listed companies which has started this month is shaping up as the most intriguing – and important – since the global financial crisis. Will sentiment and noise overshadow fundamental strength? Well known for his published analyses

More »

Index assault leaves markets intact for active managers

by David Chaplin The meteoric ascent of index-investing has yet to seriously distort financial markets and could, by contrast, spark new strategies for active managers, according to Mercer. In its thematic outlook for 2019, the firm says the investor index-rush

More »
Jeff Mitchell

US behind the world in accepting new technologies, SRI

It’s the US versus the rest of the world in institutional investment management, new research from Fidelity Investments has found. The US is not as keen as almost all other countries on new technologies, new asset classes and socially responsible

More »
Tony Renshaw

Whatever happened to the ‘index effect’?

Almost since indices were invented, primarily as a form of measurement, their power to influence the behaviour of market participants and therefore the whole market as defined by those indices has been well understood and sometimes criticised, particularly plain vanilla

More »

Subscribe to our Newsletter

IN Partnership

New on Investor Strategy News