Investment research firm Morningstar announced the winners of their 2022 Fund Manager of the Year this week. Last year the big names included Hyperion Asset Management, First Sentier Investors and Franklin Templeton. This year was saw a suite of different names take out the top awards with a decided tilt towards low-cost, passive strategies. In…
Gerry Fowler, investment director of multi-asset strategies at abrdn, says everyone will have experienced inflation in some shape or form by now; be it energy bills, food, groceries or the price of cars, inflation is here to stay. “Inflation was considered initially just a purely Covid-related phenomenon. The transport-of-goods inflation went through the roof and…
The oldest asset class in the world, direct property, is experiencing somewhat of a renaissance amid a surge in inflation and the pursuit of lower-risk income streams. This was part of the discussion at The Inside Network’s Alternatives Symposium, held in Melbourne last week. The sector has evolved quickly in recent years, with Invesco’s Ashley…
The smart money appears to be snapping-up Chinese onshore stocks despite the recent debt-ridden Evergrande crisis and its potential to affect markets. Investor interest in China strengthened during the fourth quarter of last year, with the main inflows coming from institutional investors rather than retail. It hasn’t been easy for Australian investors looking to buy…
Morningstar has released an interesting report that looks at a market metric that is often overlooked – fund outflows. Why do fund flows matter? They matter because they reflect all the cash that is flowing in and out of the fund. Naturally, when a fund has greater outflows, redemptions are outweighing new investment, usually because…
The global shift towards decarbonisation is happening and accelerating at a rapid rate, to ensure the removal and reduction of carbon dioxide in the atmosphere and to keep temperature rises to below 1.5 degrees centigrade above pre-industrial levels. This shift to reduce the environmental impact together with the pandemic saw an acceleration in “green” stimulus…
Wealth platforms are seeing strong growth as the country gets ready to open its international borders, post-Omicron. This follows-on from a year of robust equity returns in a new world of tech disruption post-Royal Banking Commission. According to an article in the Australian Financial Review this week, “Australia’s wealth management platforms collectively administered $990 billion…
Does diversification really matter for your super fund, and do you really need to hit the magical $500,000 level before your self-managed super fund (SMSF) can start generating any meaningful returns? According to new research conducted by the SMSF Association, many of these myths have been debunked. With some 1.1 million trustees, and more than…
With Bitcoin’s mainstream acceptance and Australia’s push to form a framework around cryptocurrency, it raises the question as to whether professional investors should allocate a portion of their portfolio towards cryptocurrency. According to a research report commissioned by London-based crypto hedge fund Nickel Digital Asset Management, 15 per cent of institutional investors and wealth managers…
With reporting season now upon us, it’s that time of year again when ASX-listed companies begin sending in their earnings results for the December half-year of 2021 (for some, who use the calendar year as their financial year, it’s full-year result time.) Market analysts and broking houses are expecting results to be a bit of…
