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It’s the reputation, stupid: How Alexis George will stop the rot

Alexis George, AMP’s new CEO, faces the task of returning Australia’s oldest wealth manager to its founding principles. The question is how deep the rot runs. What’s to say after nine days in the job? Not a lot. Alexis George took the reins just over a week ago and, sensibly, has not hit the ground…

Lachlan Maddock | 13th Aug 2021 | More
Risks to the fixed income consensus

Grey swan risks abound in fixed income markets, with stickier than expected inflation and fresh lockdowns posing a threat to the orthodox view of a global recovery. The great inflation debate has gripped markets as they come to terms with the implications of the massive fiscal and monetary stimulus unleashed through 2020. But while many…

Lachlan Maddock | 6th Aug 2021 | More
  • Smaller investors look to private debt

    Private debt is starting to attract a broader range of investors, including high net-worth individuals and smaller funds who are searching for yield combined with capital preservation. The attraction, alongside traditional supporters among the big super funds, has also been helped by increasing concerns about inflationary expectations – whether this will be transitory – and…

    Greg Bright | 6th Aug 2021 | More
    Disengaged members may need “safety net” retirement options

    Funds should allow retiree members to request they select a retirement product on their behalf, and create “safety net provisions” for those who don’t, according to new research. New research by David Bell, executive director of the Conexus Institute, Geoff Warren, associate professor at the Australian National University, argues that relying solely on retirees to…

    Lachlan Maddock | 6th Aug 2021 | More
  • Global funds double domestic exposures in pandemic

    Big sovereign and public sector funds globally have skewed their investments to their domestic markets since the outbreak of covid-19, according to a report by Global SWF. However, the two Australasian sovereign funds, Future Fund and New Zealand Superannuation Fund, have stayed the course with their investment strategies, according to spokespeople for those organisations. The…

    Greg Bright | 6th Aug 2021 | More
    Macro will not be ‘the same as it ever was’

    The portfolio that drives excess returns over the next decade ‘will likely look a lot different’ than that of the 2009-2019 period as the world enters a new era of outsize economic policy. Private equity giant KKR believes that markets are accepting “the visible hand” of government intervention across areas as diverse as inequality, monopolistic…

    Lachlan Maddock | 30th Jul 2021 | More
    More talk than action on data usage

    Fund managers show a keen willingness to embrace data science and systems such as centralised data platforms for decision making when it comes to formal surveys. But the reality is still something different. According to a survey of 300 global asset management firms sponsored by the asset servicing arm of Northern Trust, nearly half (48…

    Greg Bright | 30th Jul 2021 | More
    Value and ‘the frailties of human psychology’

    The value vs growth competition isn’t a competition, according to Schroders. Value will always outperform because it exploits “the one thing that never really changes”: human beings. Markets have seen a period of very strong value performance since the announcement and rollout of effective Covid-19 vaccines – the so-called “Vaccine Monday” – as markets reappraised…

    Lachlan Maddock | 30th Jul 2021 | More
    Singularity: where innovation meets sustainability

    In the beginning was the word and the word was ‘ethical’. Now we have lots of words: ‘responsible’, ‘sustainable’, ‘stewardship’, ‘environmental’, ‘social’ and ‘governance’. And perhaps a new word: ‘singularity’. The Singularity Group is a Zurich-based global investment boutique and research firm which uses quantitative techniques to seek out companies which have sustainable innovation as…

    Greg Bright | 30th Jul 2021 | More
  • Equity funds growth continues to slow

    The recovery of inflows into equity and other growth-orientated managed funds which started towards the end of last year has faltered, with the second-consecutive quarter of slower growth. According to the latest figures from Calastone, the global funds data network, net inflows for both Australian equities and Australian-domiciled global equities funds were, together, down about…

    Greg Bright | 23rd Jul 2021 | More
    Assets up, profits flat, future downbeat: consultants look ahead for global fund industry

    New studies from two big-name consulting firms show the global funds industry struggled to increase profit margins in 2020 despite reporting bumper growth in assets under management (AUM). Reports from both EY and the Boston Consulting Group (BCG) found double-digit expansion in global funds management AUM during 2020. The BCG study says AUM increased year-on-year…

    David Chaplin | 23rd Jul 2021 | More
    How ACSA prepares for ‘Uber’ moments

    A key and enduring theme of the work of the Australian Custodial Services Association is the search for ever-greater efficiency in financial markets. Custodians need always be prepared for the next ‘Uber moment’. The latest such moment came in February last year when Magellan Financial Group launched the first quoted managed fund, on behalf of…

    Greg Bright | 23rd Jul 2021 | More
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