Karl O’Shaughnessy, former hedge fund manager and head of foreign exchange for NAB, has been battling his concerns about FX trading for more than 25 years. He is now advising institutional investors on how to improve their returns. O’Shaughnessy recently
“When it comes to both real estate and infrastructure there are a lot of things which are going to change,” says Kumar Kalyanakumar, the head of real assets in Australia for AXA Investment Managers. According to Kumar, covid-19 is a
With records still being set by both equities and bond markets, investor uncertainty abounds. It would seem these times are made for both active management and experience. With bond markets, the possibility of higher inflation, especially in the US, prompts
Six years after the Paris agreement on climate change action, most of the institutional investment world and the majority of major countries agree on what needs to be done. COP26 represents a gear shift. Being billed by some investors, including
While Australia’s birth rate continued to slide during the height of covid-19 and immigration came to a halt, a portfolio manager at Martin Currie has recently been studying pre-natal medical records. Against a worldwide trend, and Australia’s multi-year pattern, the
The rise in impact investing in the past few years has been spurred along by the rise in ESG investing generally, which in turn has been spurred along by climate-conscious investing. For fund flows, climate wins hands down. Nuveen, the
KPMG believes $50 billion is about the minimum size for an APRA-regulated fund when the dust settles. Helen Rowell, the retiring deputy chair of APRA, believes it should be $30 billion. The figures were bandied about at the CMSF conference
Demand for specialist transition services is on the rise as institutional investors focus on containing the upfront and hidden costs of firing fund managers, according to a new Mercer study. Authored by Mercer NZ head of consulting, David Scobie, the
There is growing concern about the relevance of broad market indices, especially due to their poor reflection of China’s growth. The main concern should probably be managers who hug them. Whether or not it’s the index producers to blame, or
Big investors are increasingly looking to make a difference with their commitments towards a net zero carbon target. They don’t have to raise direct equity capital to do so. In a recent note to clients, ‘Net Zero: the role of
Karl O’Shaughnessy, former hedge fund manager and head of foreign exchange for NAB, has been battling his concerns
“When it comes to both real estate and infrastructure there are a lot of things which are going
With records still being set by both equities and bond markets, investor uncertainty abounds. It would seem these
Six years after the Paris agreement on climate change action, most of the institutional investment world and the
While Australia’s birth rate continued to slide during the height of covid-19 and immigration came to a halt,
The rise in impact investing in the past few years has been spurred along by the rise in
KPMG believes $50 billion is about the minimum size for an APRA-regulated fund when the dust settles. Helen
Demand for specialist transition services is on the rise as institutional investors focus on containing the upfront and
There is growing concern about the relevance of broad market indices, especially due to their poor reflection of
Big investors are increasingly looking to make a difference with their commitments towards a net zero carbon target.
