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No scars, but still a Covid hangover

The economic aftermath of Covid-19 was never going to be as bad as it seemed at the time. But governments will be hooked on splashing cash. “Economic scarring” was all anybody could talk about in the immediate aftermath of the first wave of Covid-19, and for good reason; it’s well understood that the effects of…

Lachlan Maddock | 26th Nov 2021 | More
‘Profitability collapses almost instantaneously’: beware ‘The Second Wave’

A time of great change is upon global markets – and the ‘winners’ that everybody is backing might not be the winners at all. It’s essentially an orthodox view among fund managers that the incumbents in any industry will “win” the transition to green energy. After all, they already have the infrastructure in place, stable…

Lachlan Maddock | 18th Nov 2021 | More
Ex-Pengana crew go ‘all in’ at Pella

Pengana’s star international equities team have built their new home from the ground up, drawing on a history of weathering global crises to prepare for the climate upheaval sweeping markets. Six months before the collapse of Lehman Brothers sent markets into a death spiral, Jordan Cvetanovski sold the banks. Cvetanovski (pictured) was working at French…

Lachlan Maddock | 20th Oct 2021 | More
  • … and a cautious note on RE debt

    Bfinance, the fund management search and research firm, has sounded a word of warning for big investors looking to select a manager for the burgeoning asset class of real estate debt. In a note to clients published last week (May 26), Trevor Castledine, bfinance senior director, private markets, says funds are using five key levers…

    Greg Bright | 28th May 2021 | More
    How YFYS could hurt super, forever

    Nobody questions the need to fix super, although there appears little consensus on what needs to be changed and how. Treasurer Josh Frydenberg’s October “recovery” Budget delivered an unwelcome surprise to the $3 trillion super industry: a slew of reforms under the title ‘Your Future Your Super’ which could fundamentally alter retirement outcomes. The changes,…

    Lachlan Maddock | 28th May 2021 | More
    Martin Currie tips rising births to buck trend

    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 early indicators are that the rate of natural population growth is set to pick up….

    Greg Bright | 21st May 2021 | More
  • Forget politics, retirement strategies the real battleground

    People talk about the importance of taking the time to build a platform for any endeavour. If that’s the case for developing a commercial mass-market range of retirement solutions, Allianz and PIMCO have given themselves a head start with their platform – Allianz Retire+. Starting in 2015 in PIMCO’s Sydney office, the notion of putting…

    Investor Strategy News | 18th Feb 2021 | More
    AMP Capital looks to real changes in 2021

    Real asset investors are turning to face the strange environment of 2021 as technological and social trends mix with a global pandemic to fast-forward fundamental changes, according to the latest AMP Capital market outlook. “Disruption has accelerated changes underway in modern living – and the pandemic is still far from over,” the AMP Capital report…

    David Chaplin | 5th Feb 2021 | More
  • Asset servicing through the clients’ eyes

    Australia’s asset servicing market has broadened to such an extent that to call it ‘custody’ no longer does it justice. Its evolution over the past three decades, culminating in a deft handling of the pandemic’s impact, has left modern-day custodians in their strongest position ever. This, perhaps dramatic, view does not come from the custodians…

    Investor Strategy News | 20th Nov 2020 | More