Analysis

Adam Berger

Uncertainty reignites active versus passive argument

After more than 30 years of arguments among and between fund managers, academics and, even, regulators, the passive versus active debate may wax and wane but it remains unresolved across the broad investor audience. In a timely paper, Wellington Management

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Mark Monfort and Nick James

… as Corona crisis forces investment data rethink

by Wietske Blees* Making well-informed investment decisions isn’t easy at the best of times but throw in a pandemic and a decade worth of quantitative easing that’s fuelling a growing disconnect between equity markets and underlying fundamentals, and reliably predicting

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David Scobie

Storm warning: Mercer on manager business risks

Fund manager business risks have spiked upwards during the coronavirus crisis with further fall-out likely as the shockwaves reverberate, according to a new paper by Mercer. The firm sees the possibility of casualties and M&A activity, but not yet a

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Weichen Ding

With China, going direct looks a better bet: bfinance study

While an estimated four out of five big international investors, including Australian super funds, gain their China equities exposures through emerging markets (EM) strategies and funds, a new study by bfinance, the global research and mandates search firm, says that

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Rekha Unnithan and Andrew Kleinig

Nuveen backs affordable housing for next ‘impact’ wave

The increasing flow of money into the ‘impact investments’ asset sector is very pleasing for long-term dedicated participants, such as Nuveen’s co-head of impact, Rekha Unnithan. But there are still industry matters to be dealt with, such as an agreed

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Amit Bouri

… as GIIN’s 10th survey supports ‘impact’ trend

by David Chaplin Almost all impact investors hit both monetary and non-financial targets in 2019, according to the 10th annual global survey of the sector. The Global Impact Investing Network (GIIN) survey of about 300 investors worldwide, including one in

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Julian Ide and David Sheasby

Martin Currie calls for asset management ‘coalition’

Martin Currie, the Australian and global active equity specialist, has called on other asset managers to create coalitions in order to drive change in the way firms and their clients invest. “Group efforts multiply the value of ESG investing”, Martin

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