Sort By
  • Newest

  • Newest

  • Oldest

  • Author Name

  • Author Name

  • David Chaplin

  • Drew Meredith

  • Giselle Roux

  • Greg Bright

  • James Dunn

  • Lachlan Maddock

V-Square launches sustainable strategy for super funds

Chicago-based V-Square Quantitative Management has expanded its separately-managed account platform with the launch of its Global Equity ESG Materiality and Carbon Transition Indexed Strategy.

Lachlan Maddock | 5th Aug 2022 | More
‘They’re still sticking to their goals’: MSCI on YFYS

While Australia’s biggest asset owners are “extremely sophisticated” on ESG, the shackles of the idiosyncratic Your Future Your Super (YFYS) benchmarks are still holding them back on portfolio decarbonisation. A micro-debate occasionally rages in the Australian financial landscape about whether we’re behind or ahead of the ESG curve. Certainly we’ve lagged Europe in terms of…

Lachlan Maddock | 24th Jun 2022 | More
The power of dividends in emerging markets

The conventional view of emerging markets is that they represent a growth strategy and are prone to short-term fluctuations. A focus on the majority of stocks which pay dividends challenges that view. Even for long-term institutional investors there lingers a scepticism about emerging markets in general and the dominant position China plays in the current…

Greg Bright | 2nd Jun 2022 | More
  • Benchmark performance: the real passive winners

    Passive funds have built momentum on the win-win premise of low-cost market benchmarked products but a new study confirms the undoubted winners of the seemingly unstoppable trend: indexers. Global index providers saw an aggregate year-on-year revenue increase of almost a quarter in 2021 as demand for passive products, notably exchange-traded funds (ETFs), soared over the…

    David Chaplin | 25th May 2022 | More
    Value back on top in a market in shock

    Value investors have staged their long-prophesied comeback during the highly volatile start to the year. But questions remain about whether this performance will be prolonged. March stands out as being one of the most difficult periods for investors in a generation. On the one hand, bond markets sent fixed income to its worst return in…

    Drew Meredith | 13th May 2022 | More
    ‘Nuance gets ignored’: why exclusion won’t help super on climate

    The emissions intensity of the ASX has some investors with a home country bias looking for an exclusionary approach. But decarbonising Aussie equities isn’t as simple as ditching them. Compared to other indices, the ASX is dirty. A large number of listed companies in pollutive industries like resources and energy means its emissions intensity is…

    Lachlan Maddock | 13th May 2022 | More
  • Russia a ‘sideshow’ in main EM game

    Investors and their fund managers have dumped Russian holdings in recent weeks amid worsening horror at the invasion of Ukraine. But active managers could lessen the blow for investors through new opportunities on the other side of a Russian trade. For Ninety One’s emerging markets team, Russia is an “ugly sideshow” to the main investment…

    Greg Bright | 20th Apr 2022 | More
    MSCI buys commercial property research firm

    The increasingly expansionary MSCI Group is to buy Real Capital Analytics (RCA), a property research firm. The Australian operation is earmarked for strong growth. MSCI announced last week (August 3) that it would pay US$950 million (A$1.3 billion) for RCA, which was founded in the US a little over 20 years ago, in 2000, by…

    Greg Bright | 6th Aug 2021 | More
  • GMO abandons all hope, almost

    GMO has released its latest borderline-apocalyptic seven-year forecast for stocks and bonds as it warns clients to “concentrate assets where the bubble ain’t”. GMO’s extraordinarily bearish forecasts predict a negative annual real return over seven years across the majority of both stocks and bonds, with only emerging markets value stocks getting a positive, if slim,…

    Lachlan Maddock | 25th Jun 2021 | More
    Fidante’s Ox Capital the new home for top manager

    Joseph Lai, the top-performing Asia equities manager who resigned from Platinum Asset Management on December 29 last year, is set to join Fidante’s new boutique, Ox Capital. He will reportedly link up with another long-term emerging markets specialist, Doug Huey. The two had worked together at Platinum, where Huey was an investment analyst, prior to…

    Greg Bright | 25th Jun 2021 | More
    1 2 3