For a slightly different take on the same theme, GQG Partners, another US-based global manager, says that, to a certain extent, everyone is a value investor. No-one wants to over-pay for stocks, whether they seem ‘cheap’ or ‘glamourous’. Entry price
by David Chaplin* Fixed income managers are latching on to the environmental, social and governance (ESG) trend pioneered among their equity counterparts “with a sense of urgency”, a new Russell Investments paper argues. The study authored by Russell global fixed
Australia, for once, is one of the top countries in its budgetary response to the current crisis, at more than 10 per cent of GDP in federal government-promised spending. The Australian States and Territories have added to this amount. It’s
In the current circumstances big funds are likely to have to sell at least some illiquid assets, presenting them with an operational issue. Enter the aptly named Melting Point Solutions, a San Francisco-based global specialist broker, represented in Australia and
A total of about 260 global asset owners, including 30-odd Australian fiduciary investors, completed a survey instituted by research and asset manager allocation firm bfinance late last week on how they are responding to the current COVID-9 crisis. We are more
Research Affiliates, the company which some folks think invented smart beta, even though they didn’t call it that back then, is expanding in Australasia. But its founder, Rob Arnott, is pre-occupied at the moment. Research Affiliates (RA) spends a lot
by Greg Bright A move away from the reliance on traditional strategic asset allocation as the overarching strategy for big investors and towards the use of a ‘total portfolio approach’, will deliver an additional return of between 0.5 and 1.0
On a day of celebration for the late Mavis Robertson’s achievements in the advancement of women in the super industry, along with her many other achievements, today (March 2), Morningstar is publishing a report on the progress of gender diversity
A group of three big global managers has linked up to promote the benefits of active management in Australia and New Zealand, ahead of what is generally expected to be a sharemarket correction sometime soon. Active managers have been through
An often-expressed criticism of the ESG investing space, mainly by institutional investors, is the lack of robust benchmarks and/or ratings from independent bodies. ESG investing is complex. A new study by Research Affiliates indicates just how much work the industry
For a slightly different take on the same theme, GQG Partners, another US-based global manager, says that, to
by David Chaplin* Fixed income managers are latching on to the environmental, social and governance (ESG) trend pioneered
Australia, for once, is one of the top countries in its budgetary response to the current crisis, at
In the current circumstances big funds are likely to have to sell at least some illiquid assets, presenting
A total of about 260 global asset owners, including 30-odd Australian fiduciary investors, completed a survey instituted by research
Research Affiliates, the company which some folks think invented smart beta, even though they didn’t call it that
by Greg Bright A move away from the reliance on traditional strategic asset allocation as the overarching strategy
On a day of celebration for the late Mavis Robertson’s achievements in the advancement of women in the
A group of three big global managers has linked up to promote the benefits of active management in
An often-expressed criticism of the ESG investing space, mainly by institutional investors, is the lack of robust benchmarks
