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The lucky country to benefit more from value rotation

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 Australia offers a more nuanced, and relevant, analysis. According to a blog posted last week…

Greg Bright | 4th Feb 2021 | More
Ark blasts through ETF atmosphere of disruption

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 runs seven ETFs based on ‘disruptive technology’ themes, took in US$1 billion on a single…

David Chaplin | 29th Jan 2021 | More
  • Asia Pacific to lead growth in asset management ‘revolution’

    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 scenarios. The study, ‘The Power to Shape the Future – Asset and Wealth Management Revolution,’…

    Greg Bright | 29th Jan 2021 | More
    Why MBA’s infrastructure affiliate questions gas

    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 analysis suggests electric utilities will be the major beneficiaries of global climate change energy policies…

    David Chaplin | 29th Jan 2021 | More
  • Why GARP 2.0 may be the best bet in a rotating market

    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 is still unknown. Signs are there that the rotation which started in the fourth quarter…

    Greg Bright | 21st Jan 2021 | More
    How to fit ESG processes into UN’s sustainability goals

    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 it may seem. Martin Currie, a long-time advocate of the integration of ESG principles within…

    Greg Bright | 21st Jan 2021 | More
    Rosy outlook from GSFM long/short managers

    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 of about 18 per cent for their equities long/short funds in 2020, appeared unfazed in…

    Greg Bright | 20th Jan 2021 | More
    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 considerably since its annual predictions for the year ahead, published only last month (early December),…

    Investor Strategy News | 15th Jan 2021 | More
    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 Islands National Superannuation Fund – a new position. A special focus of the position will…

    Investor Strategy News | 15th Jan 2021 | More
  • … 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 speculative investor behavior” bear all the hallmarks of a last-gasp bubble expansion. The founder of…

    David Chaplin | 7th Jan 2021 | More
    Industry classifications to fight ‘impact washing’

    Just as when ESG under its various guises was in its infancy, so too impact investing has been struggling through a dilemma to do with classification and standards to help smooth the bumps in the sector’s growth path. The classification part of the problem, at least, now appears to have been solved. At a webinar…

    Investor Strategy News | 6th Jan 2021 | More
    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 an increase in questionable corporate activity this year. Dimensional managed US$527 billion ($A685 billion), as…

    Investor Strategy News | 6th Jan 2021 | More
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