There was both despair and positivity when the much-anticipated changes to the transparency of industry super fund proposals was released recently. Both 2020 and 2021 have seen growing pressure on the industry fund sector from the Coalition government and a number of committees as they sought to lift the lid on the massive part of…
Australia’s longest standing responsible investment manager, Australian Ethical, has continued to sustain the top quartile performance of their Australian equity strategies, with a surge in assets under management seemingly having little influence on their returns. In their latest quarterly update, the group highlighted the events of COP26, but with a broader focus suggesting the conference…
“To work, or not to work” was the title of Franklin Templeton’s Chief Investment Officer of Fixed Income, Sonal Desai’s latest white paper. The detailed analysis on the US labour market offers insights into the future that lies ahead for Australia but also into the unique and difficult conditions the world is in as we…
If you are an avid reader of the daily financial press, you could be forgiven for thinking that inflation is here to stay and that its time to stock-up on gold, inflation-linked bonds and cash to protect yourself. Such is the fervour of the inflation debate that headlines are now calling-out central banks to raise…
Investment markets have a reputation for being ultra-competitive, with the concept of a zero-sum game meaning one investor’s loss is another’s gain. Yet in the fast growing “impact” investment sector, it appears the opposite is true, with managers seemingly revelling in the success of others. This was likely among the reasons behind the release of…
“House prices could fall 20 per cent” read the headlines last week. Chris Joye, the founder of fixed-income manager Coolabah Capital, wasn’t seeking headlines, but rather being realistic in his latest piece. Having kept track of the entire cohort of mainstream economists for several years now, Joye continues to stand out as being the most…
Reflecting on a decade of investing in emerging markets, specialist asset manager Martin Currie succinctly summarised its experience by highlighting that “surprises are nothing new.” Such has been the rapid rate of change in the expansive world of less-developed economies that things rarely turn out as expected, but also, and arguably most importantly, the worst…
TRINAAA: ‘There really is no alternative at all’. What began as TINA, or “there is no alternative,” has expanded into TRINAAA. The term was coined to describe the unique situation in which investors from all around the world find themselves, as bond yields and fixed-income returns moved to zero, forcing risk-taking upon even the most…
Sustained strong performance has not caused complacency at global equity manager Munro Partners, which this week announced the launch of a new ‘climate’ dedicated equity strategy. After successfully navigating the taper tantrum, Trump election and the pandemic, CIO Nick Griffin has identified what Munro believes is a $30 trillion opportunity, and split its Climate “area…
What do investors really want? This is the question asked by Ninety One, an Anglo-South African asset management firm in its latest Planetary Pulse survey. The survey spoke with more than 6,000 individual investors across ten countries including the UK, Germany, Singapore and the US, to understand their views on the pressure of Net Zero…
