If you are looking for one word to describe 2020, ‘volatility’ would seem to fit the bill. Every aspect of our lives, whether it be financially, socially, or work, has been like a roller-coaster ride. Into lockdown, out of lockdown. Often isolated from family or close friends. And then coping with investment markets that have…
I want to discuss a water utility, which may sound as dull as dishwater – but we global real assets investors have never been averse to safe, predictable, and yes, boring companies. The type of company that pays a dividend that is as dependable as a birthday cheque from Grandma. We have specialist in-house capability…
2020 marks the fifth anniversary of the establishment of the United Nations’ special development goals, or SDGs. The UN created 17 SDGs to address the global challenges society and corporates face, such as those related to poverty, inequality, climate change, environmental degradation, peace and justice. The SDGs were designed as a blueprint to achieve a…
Integrity Life secured $43 million in their recent series B round of funding. There was a strong interest in the raise, that took place before and during COVID-19. Given the instability of the global economy, this significant investment is being viewed by the market as further endorsement of the importance of Integrity’s digital-led positioning. The…
Many investors may be wondering whether there is any value left in domestic fixed-income markets. While outright yields may look tight on a historical basis, we contend that spread sectors still provide attractive risk-adjusted returns relative to cash and government bonds. Indeed, there still exist a number of compelling risk/return opportunities for active managers to…
Governance is the pillar of environmental, social and governance (ESG) principles that investors have been actively considering for the longest period of time. This is not surprising, as in some ways, it could be said that governance is probably the most important aspect of ESG. An organisation’s board’s role is to appoint the CEO and…
They say that the first year of a new business is the hardest. Although there were moments when it felt like it might be, it hasn’t turned out that way for Sam Lecornu, Duke Lo and John Lam, partners in new Hong Kong-based Asian fund manager Stonehorn Global Partners. From a standing start in June…
For obvious reasons, everyone is focused now on the pandemic, the mitigation policies being put in place to control it and the huge monetary, fiscal and medical implications. But there are other external factors worth discussing for the impact they could have on the world’s major economies. The first one is inventory levels. Over the…
The rollercoaster in global equity markets during the first half of the year is now behind us, and although the market has rebounded, many industries still remain affected by COVID-19. With an upcoming US election creating further uncertainty and a dull economic outlook, many investors and advisers are currently thinking – where to from here?…
With climate change being increasingly recognised as a systemic risk, the investment community is becoming more focused on supporting the transition to a net-zero-emissions economy and establishing sound transition plans The announcement by Cbus Super is the most recent example. Last month, the $54 billion building and construction industry superfund launched a new Climate Change…
