PIMCO, the world’s largest fixed income manager, believes that there is more risk in the current inflation bogey than the market is anticipating. It has published what is likely the most authoritative look at the current inflation concerns and suggested
Semiconductors are ‘the new oil’. The big problem is getting them. “What we’re seeing is an explosion in the amount of data gathering and measurement and functionality across whole swathes of industries,” says Matthew Reynolds, Capital Group investment director for
bfinance, the global fund-manager search and research consultant, is moving into the wholesale wealth management sector, having completed its first global survey in the space. The survey of 120 wealth managers, including about 10 from Australia, shows a pattern of
Supported by record retail inflows, ESG-focused investing has, finally, become ‘the norm’, according to panelists at least two of the sessions at last week’s (August 31-September 2) AIST ASI conference. But one of the interesting, most recent, trends within this
In the past 10 months, since November last year, the investor’s decision on China has done a fully circle – from not whether to invest but how to invest, back to not how but whether. It was in November that
As investors have looked to put more sizzle into their fixed interest portfolios for extra yield, a sector within the ESG universe has been, increasingly, providing just that – impact bonds. For big super funds the main game has been
With equities and bonds both fully priced, investors are increasingly looking at alternative strategies. A new one, although difficult to access, is ‘greenfields infrastructure’. According to David Neal, the chief executive of IFM Investors and a former CIO and chief
As a far-reaching regulatory crackdown rolls through Asian markets, Elizabeth Soon, portfolio manager for PineBridge, leans on one key lesson from her thirty years in equity markets: volatility brings opportunity. “People become fearful when markets fall and they sell, but
Despite APRA’s move to name and shame 13 underperforming funds, it’s clear that Your Future Your Super (YFYS) is a work in progress. More needs to be done to make it a true and fair test. Call them the Dirty
Global central banks are developing a stronger appetite for external fund managers to oversee a wide range of asset classes held on their ballooning balance sheets, a new study has found. According to the 2021 Global Public Investor (GPI) survey
PIMCO, the world’s largest fixed income manager, believes that there is more risk in the current inflation bogey
Semiconductors are ‘the new oil’. The big problem is getting them. “What we’re seeing is an explosion in
bfinance, the global fund-manager search and research consultant, is moving into the wholesale wealth management sector, having completed
Supported by record retail inflows, ESG-focused investing has, finally, become ‘the norm’, according to panelists at least two
In the past 10 months, since November last year, the investor’s decision on China has done a fully
As investors have looked to put more sizzle into their fixed interest portfolios for extra yield, a sector
With equities and bonds both fully priced, investors are increasingly looking at alternative strategies. A new one, although
As a far-reaching regulatory crackdown rolls through Asian markets, Elizabeth Soon, portfolio manager for PineBridge, leans on one
Despite APRA’s move to name and shame 13 underperforming funds, it’s clear that Your Future Your Super (YFYS)
Global central banks are developing a stronger appetite for external fund managers to oversee a wide range of
