Alphabet

Investors have negative outlook “fatigue” and are tired of being cautious. But a large chunk of asset price falls have been due to earnings misses, and the lagged impact of monetary policy means the risks are still out in front.

Boutique fund manager Alphinity has struck a partnership with the CSIRO to develop a new framework to assess responsible artificial intelligence practices and ESG considerations.

Active managers are more sensitive than ever to valuation risk. But in recent times it’s been a case of “go big or go home.” In recent years, Frontier has noted a narrowing in the breadth of US equity market return drivers, and short-term extremes of the same, with just a handful of tech mega-cap stocks…

The New Zealand Superannuation Fund has taken out the PRI ‘Stewardship Initiative of the Year’ award for its campaign against Facebook, Alphabet and Twitter to monitor and delete hate speech. The award, handed down on October 20 at the organisation’s annual conference produced from London, followed the action taken by the NZ$59.8 billion, as of…

Markets rally on weak inflation data, Link deal pulled, JB Hi-Fi CEO stepping down  The ASX200 (ASX:XJO) managed to deliver another 0.4% gain with the materials sector the only detractor falling 1.0%. The fall came despite the iron ore price hitting a record of US$193, marking a long recovery from the US$50 lows of 2015. JB HiFi (ASX:JBH) was among…

In hindsight, March 2nd, 2020, as the world started to get to grips with the scale of the global health emergency that was unfolding in the form of the Covid-19 pandemic, was an inauspicious time to launch a new investment product. In fact, the S&P/ASX 200 Index is down 19% since that day – after…