BlackRock’s ‘new nominal’ and inflation worry

The latest research note from BlackRock predicts another “choppy ride” for markets in the first half of 2021 with coronavirus responses and US politics continuing as major influences. But the risk of inflation is “underappreciated”. Noting the markets had moved

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New CIO role as South Pacific aims for co-investments

David Brown, an experienced investment manager and fund CIO, plans to move from Melbourne to the idyllic island of Rarotonga for his new role, COVID restrictions permitting. He started this month as CIO of the NZ$189 million (A$176 million) Cook

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… as Grantham calls last dance on market’s bubble

Legendary investor Jeremy Grantham has called bubble on the longest bull market in history. In a searing client newsletter, ‘Waiting for the Last Dance’, Grantham says current market conditions that feature “extreme overvaluation, explosive price increases, frenzied issuance, and hysterically

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Why 2021 shapes as a big year for governance activism

Investors need to watch for a surge in poor governance practices by company boards and management under the veil of responding to the impact of COVID-19. The latest stewardship report of a major global manager, Dimensional Fund Advisors, warns of

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Aviva launches alpha-generating climate fund

Aviva Investors last week (November 30) launched an Australian-domiciled global equities fund for institutional investors, targeting alpha from companies that are either providing solutions to climate change or transitioning their business models for a low-carbon economy. The strategy is based

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… as Australia leads the world in ESG for property

Australia and New Zealand have scored the highest in the latest annual ESG ratings by GRESB, the leading data collector and assessment organisation for property and infrastructure. ‘Oceania’ was first, followed by Asia, then Europe, then the ‘Americas’. GRESB (Global

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Asset servicing through the clients’ eyes

Australia’s asset servicing market has broadened to such an extent that to call it ‘custody’ no longer does it justice. Its evolution over the past three decades, culminating in a deft handling of the pandemic’s impact, has left modern-day custodians

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