The annual Awards held by Morningstar saw the winners of 2021 announced across various categories, something we covered here. Taking the majority of the awards was the team at Hyperion, which was also rated the overall Fund Manager for the year. Taking the Global Equities Fund Manager of the Year award, however, was Scott Berg…
Summary: There has been a rapid and large-scale shift across many industries towards working remotely. Organisations are investing in remote working technology and infrastructure. The popularity of virtual communication platforms has surged. COVID-19 took the world by storm, bringing economies to their knees, schools deserted, shopping centres empty, entire sectors were closed as people were…
Part 3 – Daintree Capital Core Income Trust Sydney-based Daintree Capital is an ultra-modern, specialist absolute return funds management boutique with a primary focus on protecting client capital against downside risk. How is Daintree innovating? Daintree has developed an innovative short-duration, active fixed income strategy that manages risk in a ‘lower for longer’ or rising…
During times of fear, investors often become irrational. As the coronavirus pandemic swept through the globe, fear and uncertainty rose, and investors began selling equities looking for shelter, often parking funds in cash until times were better. The problem with holding cash is its susceptibility to inflation, which erodes its value over time. During times…
Last week, investment research firm Morningstar Australasia announced the finalists of the 2021 Morningstar Australia awards. Some of the big names include First Sentier Investors, Franklin Templeton and Hyperion Asset Management – all in the running to win the prized fund manager of the year award. Each of these funds has delivered exceptional returns to…
Part 2 – Apollo Capital Fund It has been a busy few months for Bitcoin and the cryptocurrency world. Bitcoin’s price rocketed to an all-time high of US$51,785 this month on reports that Tesla would now accept bitcoin as payment for its cars and other products. And so, while the price of cryptocurrencies has started…
Are your clients asking you why they don’t hold Tesla? If they have an exposure to lithium? Are they looking for an exposure to the renewable energy boom? ETF Securities’ Battery Technology and Lithium ETF, carrying the ASX ticker ACDC, has been seeing significant inflows from investors, as interest in Tesla and all things sustainable…
The Asian middle class, but particularly that in China and India, is one of the fastest growing-population cohorts in the world; and potentially, the most important long-term thematic for investors. The scale of growth in the middle-class is unprecedented, and will have far-reaching impacts on consumption patterns ranging from luxury goods, to staples, banking, financial…
Entering 2021, financial advisers and investors are facing many challenges when it comes to managing their portfolios. On the one hand, low interest rates and quantitative easing policies have all but removed the diversification and income benefits of traditional fixed-income investments. On the other hand, the same policies have sent equity markets back to pre-pandemic…
It has been a busy start to the year for JP Morgan Asset Management (JPMAM), with the recently launched Global Macro Sustainable Fund seeking to capitalise on a profound structural shift in global investor preferences toward sustainability. Investors and advisers are increasingly seeking out less-correlated alternative asset classes and to ensure their investments are having…
