Blackmore Capital’s chief investment officer (CIO), Marcus Bogdan, provided a rundown on sectors that look attractive following the January sell-off. Bogdan says, “The market was very much polarised in January, and our focus is looking at sectors that underperformed quite dramatically in January. The two sectors that stand out at the moment are healthcare and…
At the COP 26 UN Climate Change meeting in Glasgow last November 2021, parties came together to accelerate action towards the goals of the Paris Agreement and the UN Framework Convention on Climate Change. At Glasgow, global funds manager Janus Henderson put together a panel of experts to take a closer look at decarbonisation in…
Whilst insurance companies are typicalled considered “technical, mundane and incredibly boring,” Ed Waller and his team at Yarra Capital Management believe there is a time, a price and a place for almost everything. And for the first time in close to a decade they believe insurance is now compelling. Deputy Portfolio Manager of the Yarra…
He is far from a household name in the Australian funds management industry – and definitely not one of the star stock-pickers often profiled in the financial media – but few would have begrudged Mugunthan (Mugsy) Siva a quiet fist-pump after the calendar-year returns for 2021 came out, with his India Avenue Equity Fund returning…
China has quietly done what many considered unthinkable, by launching its own digital yuan this week, created to reduce its reliance on cash. Real-world trials have already begun in the cities of Shenzhen, Chengdu and Suzhou. The People’s Bank of China (PBOC) has been hard at work developing the Digital Currency Electronic Payment (DCEP) since…
US-based fund manager Loomis Sayles, founded in 1926, has delivered a respectable return for its clients for 2021, after it smashed the index both for the quarter and the year. Global markets returned 6.0% over the last quarter and 25.8% over the year; Loomis exceeded on both, with an 8.2% return for the quarter and…
Martin Currie has released its Global Emerging Markets 2022 Outlook research note, which gives investors enough reasons to be invested in 2022 and what to expect for the year ahead. If 2021 was anything to go by, the market learnt that Covid-19 is here to stay with an ongoing health impact. This would ensure a…
Specialist alternatives investment research firm Evergreen Consultants has released a research report on AAM Investment Group’s Diversified Agriculture Fund (ADAF), attaching a “Highly Commended” rating. This is the highest rating in the rating scale, meaning the fund has scored consistently very well across all areas of Evergreen Ratings’ research and analysis framework. As a result,…
Australia’s leading micro-investing app, Raiz, is not so micro, having finally busted through the $1 billion funds under management mark. Last week, Raiz (ASX: RZI) delivered its quarterly (December 2021) numbers, which had some gleaming highlights. The company reported total revenue up 82.9 per cent year-on-year, which was a huge increase to $4.5 million in…
Australia’s leading sustainable equity manager, Australian Ethical Investment (ASX: AEF), will list its high-conviction fund as an exchange-traded (ETF) version, later this week. The move comes following a spate of active ETF conversions, such as the Hyperion Global Growth Companies Fund (ASX: HYGG) which was converted to an ETF. It now offers investors the opportunity…
