Aware Super is re-thinking its international exposures, particularly relating to China, and how it manages them as it expects they will continue to grow in importance within the $130 billion fund’s overall portfolio. “We haven’t taken any money out [of
One would expect the inventors of the RAFI index to apply fundamental research to their work. When they turn to something as ephemeral as cryptocurrencies, the results are also entertaining. The Research Affiliates Fundamental Index (RAFI) is the strategy which
While all high-growth markets, such as many emerging markets, tend to disappoint equity market investors over long periods, China is a standout, according to Gerard Minack. The country is ‘the world’s best practice dilutor” of capital, he says. It’s the
The ASX is not Wall Street. A lot of the recent discussion about a style rotation, at long last, putting the value back in value investing, has focussed on the behaviour of US and global markets. A clearer focus on
US-based niche thematic fund firm Ark Investment Management has jumped ahead of global giants BlackRock and State Street in exchange-traded fund (ETF) flows in January, according to a Sovereign Wealth Fund Institute (SWFI) report. The SWFI report says Ark, which
Asia Pacific will lead the other major regions for growth in assets under management over the next five years, according to study by PwC. Asia Pacific growth will outpace that in Europe and North America in both best and worst-case
Maple-Brown Abbott’s affiliated listed infrastructure management firm is turning off gas and switching more to electric as the world adjusts to a low-carbon energy future. In a paper published last month (January 25), the Sydney-based Global Listed Infrastructure says its
Volumes have been written about the frustrations felt by value managers from the long performance drought endured by their investors because of the big tech stock boom for much of the past 10 years. But what the next chapter brings
While most investment managers have worked hard at incorporating ESG philosophies into their investment processes in recent years, under the overarching aim of sustainability, marrying the practicalities with the United Nations’ Sustainable Development Goals (SDGs) is not as simple as
Notwithstanding some macro concerns, particularly around inflation, two of GSFM’s Australian managers – both with long/short strategies – have painted a bright picture for 2021 and beyond for investors. Munro Partners and Tribeca Investment Partners, growth managers which delivered returns
Aware Super is re-thinking its international exposures, particularly relating to China, and how it manages them as it
One would expect the inventors of the RAFI index to apply fundamental research to their work. When they
While all high-growth markets, such as many emerging markets, tend to disappoint equity market investors over long periods,
The ASX is not Wall Street. A lot of the recent discussion about a style rotation, at long
US-based niche thematic fund firm Ark Investment Management has jumped ahead of global giants BlackRock and State Street
Asia Pacific will lead the other major regions for growth in assets under management over the next five
Maple-Brown Abbott’s affiliated listed infrastructure management firm is turning off gas and switching more to electric as the
Volumes have been written about the frustrations felt by value managers from the long performance drought endured by
While most investment managers have worked hard at incorporating ESG philosophies into their investment processes in recent years,
Notwithstanding some macro concerns, particularly around inflation, two of GSFM’s Australian managers – both with long/short strategies –
