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Metrics takes out top award among alternative managers

The possibility for government to increase superannuation taxes in response to the ballooningbudget deficit caused by COVID-19 could severely hurt member balances at retirement, according to a research note by the global implementation specialist manager Parametric. Raewyn Williams, head of research (Australia) and analyst Josh McKenzie, in a short paper titled“Will retirees pay the price…

A clear correlation has emerged between risk appetite during the COVID-19 pandemic and the age of investors, with Australian ‘millennials’ – the cohort aged 24-39 – among the most proactive globally, according to a survey of 1,800 people in six countries. Australian investors of all ages are also among the most bullish globally. The survey…

9 in 10 stocks fall, energy under pressure, but ASX to open higher after US relief As the saying goes, sharemarkets take the stairs up and the elevator down. The ASX 200 (ASX:XJO) followed the global lead finishing 2.2% lower, with all but 13 stocks in the index finishing lower. Energy companies including Woodside Petroleum…

US markets continue to fall, ASX to open lower, rent collections improve, payroll data The ASX 200 (ASX:XJO) continued its recovery, adding 1.1%, with every sector but Consumer Staples finishing higher. Healthcare was the highlight once again, CSL Ltd (ASX:CSL) continuing to see support following yesterday’s announcement of production agreements for COVID-19 vaccines, finishing 2.1%…

As Coronavirus cases drop, and talk of CSL’s contracts to manufacture vaccines (that is, AstraZeneca’s and/or the University of Queensland’s candidate, if they are successful) starts doing the rounds, hopefully it shouldn’t be too much longer before second-wave lockdown restrictions ease and the economy is back on track. That is the plan, notwithstanding any unforeseen…

Victorian lockdowns extended, markets remain calm, Labor Day holiday in the US, ASX to open higher The market responded positively to news that the majority of Victorians will remain under stringent lockdown measures well into November; the ASX 200 (ASX:XJO) finishing 0.3% higher. Transurban Group (ASX:TCL) was among the hardest hit from the announcement, with…

The Rajiv Jain-led global equity manager, GQG Partners, was this year named ‘Undiscovered Manager of the Year’ by independent research house Morningstar.

With reporting season coming to an end, it’s time to hear from all the managers how they performance and the key themes that emerging from one the strangest months in recent memory. Insights into the future of investing What Japanification means & revisiting the value anomaly in a post COVID world? Moving to the growth…

In this piece we compare two funds in the wholesale infrastructure space: AMP Capital Core Infrastructure Fund and Magellan’s Infrastructure Fund, both pioneers in the space with a great track record.

Martin Currie Investment Management has formed a partnership for international equities with HESTA, the $52 billion health and related industries super fund.

As Covid-19 cases drop, and talk of CSL’s vaccine starts, it shouldn’t be too much longer before lockdown restrictions ease and the economy is back on track.