Following on from the Inside Network’s ESG Masterclass recently, specialist investment manager Martin Currie is fast becoming a climate change leader, through its active ESG investing approach, together with a series of new initiatives that were announced yesterday. These initiatives have significantly enhanced the company’s analysis of environmental, social and governance (ESG) factors. Martin Currie…
A lot has changed over the past few months – successful COVID-19 vaccines have been deployed, President Joe Biden announced his plan to tackle climate change, “unprecedented” fiscal stimulus legislation was passed in the US, and steps towards reopening the global economy continue to unfold. These factors have driven a more-than-doubling of five-year US Treasury…
The shift towards non-aligned platform advice forced structural change within wealth management in a way never seen before. Findings from the Banking Royal Commission helped drive the push towards independent platforms and product providers with a renewed client focus. New technology-based platforms have given financial advisers the ability to hold, transact and administer on a much…
Environmental, social and governance (ESG) considerations are becoming an increasingly important discussion point for advisers and investors alike. This was evidenced by the substantial turnout at the Inside Network’s inaugural ESG Masterclass last week. Rarely does a week go by without another product being issued, or scandal occur. The sector remains difficult to navigate, with…
In this article we compare heavyweights Magellan and ClearBridge (previously known as RARE Infrastructure) and their respective infrastructure-focused strategies. While Magellan and its CEO Hamish Douglass need no introduction, the infrastructure fund is run by Gerald Stack. He joined Magellan in 2007 and is both head of investments and head of infrastructure, leading the team…
The corporate regulator, ASIC, has continued its busy start to the year, releasing three legislative instruments this week stemming from the recommendations from the Hayne Royal Commission. The subject of these latest releases, which will guide ASIC’s assessment of financial service providers, relates to the ‘written consent’ required for advisers to deduct fees from client…
This year The Inside Network held its industry-leading Environmental, Social and Governance or ESG Masterclass with some of Australia’s leading thinkers from the sector, to engage with and discuss some of the biggest problems humankind is facing, and the role of investors and advisers in contributing to a more sustainable economy. Hosted by Giselle Roux,…
Often used to describe a particular type of investment style – for example, the High Conviction Equities Fund – “conviction” is all the rage in equity markets today. This type of strategy usually holds between 20-30 stocks (or any other asset, for that matter) which are considered high-quality blue-chip investments that have a strong competitive position and high market…
In this article we compare infrastructure heavyweights Magellan and ClearBridge (previously known as RARE Infrastructure) and their strategies. While Magellan and its CEO Hamish Douglass need no introduction, the house’s infrastructure fund is run by Gerald Stack. He joined Magellan in 2007 and is concurrently head of investments, head of infrastructure and portfolio manager; he …
As is almost always the case, money talks. When a star portfolio manager suddenly resigns after recording spectacular gains, there is a good chance they have been poached within the funds management industry by a competitor waving more money. Sometimes entire teams leave altogether, or a high-profile portfolio manager may walk out, for one reason…
