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Australian-first net-zero global equities fund launched

Well-known for its market leading, retiree-focused, franking-credit-driven Australian equity income funds, asset manager Plato Investment Management has gone green. Powered by the same detailed quantitative analysis that has driven tits portfolios since inception, the group this week announced the launch of the Plato Global Net Zero Hedge Fund. The fund will be “managed with a…

Drew Meredith | 31st Jan 2022 | More
Hedge funds, ‘hybrid alternatives’, in the hot seat

Uncertainty has returned to the market after a bumper 2020, fuelled by persistent inflation and a pandemic that never really went away. But in its latest alternatives outlook, JPMorgan warns that investors “aren’t seeing the forest for the trees.” “Up close, the ‘trees’ in the 2022 outlook are clear,” writes Anton Pil, global head of…

Lachlan Maddock | 31st Jan 2022 | More
  • ‘Optimism and opportunity’ for Aussie equities in 2022

    “Optimism and opportunity” are the best way to describe the outlook for the Australian equity market in 2022 according to Reece Birtles, of Martin Currie. In his role as chief investment oficer, reading the broader themes is as important as assessing the underlying portfolio companies. As the headlines in the financial press remain fixated on…

    Drew Meredith | 27th Jan 2022 | More
    Understanding the impact of switch from pandemic to endemic

    The team at Loomis Sayles has released a research note advising investors to prepare for the transition from pandemic to endemic. Every time a new Covid variant is born, the market is hit with fear and uncertainty as investors brace for the potential economic impact. Loomis Sayles says, “it’s important to pay attention to new…

    Ishan Dan | 27th Jan 2022 | More
  • Momentum trade sees market at ‘extremes’

    While all eyes remain focused squarely on whether inflation is “transitory” or not, “persistent” is the adjective that value manager Allan Gray uses to describe the position of the equity market. Speaking in its monthly update, the firm’s Australian managing director and chief investment officer Simon Mawhinney flagged the “exuberance for some stocks and disdain…

    Drew Meredith | 27th Jan 2022 | More
    Helping clients focus on their long-term picture during uncertain times

    Financial professionals are the critical link between the clients’ world and the vast financial system. What often distinguishes financial advisers during troubled times is the ability to communicate between these two worlds effectively. Invesco Global Consulting’s mission is to help financial professionals do exactly that. As we speak to financial professionals during times of market…

    Eleece Quilliam | 27th Jan 2022 | More
    Perennial Better Future Trust performance review

    Perennial Partners’ sustainable small cap equities fund, the Perennial Better Future Trust, was up 2.4% net of fees in December, beating the S&P/ASX Small Ordinaries Accumulation Index’s return of 1.4%. The trust has been in operation for almost four years, since inception in February 2018, and has grown to exceed $100 million in assets. The…

    Ishan Dan | 24th Jan 2022 | More
    Markets in ‘thrall of the Fed’, overly hawkish on rates

    “Learning to live with COVID will be the major theme of 2022,” according to Ken Leech, chief investment officer of leading fixed income manager Western Asset. But not necessarily in the way we think. As the Omicron variant ravages Australia and other parts of the developed world, Leech highlights continuing travel restrictions and lower vaccination…

    Drew Meredith | 24th Jan 2022 | More
    Advisers ‘spoiled for choice’ with alternative assets, correlation key

    If we are truly honest about the state of the Australian investment industry when it comes to alternatives, we were very much a backwater for many years. That is, at least, at the mass market, retail, or wholesale level. For many years, the best alternative assets advisers could access were the so-called “black boxes” of…

    Drew Meredith | 24th Jan 2022 | More
  • Claremont tops global equity performance tables

    Morningstar has released its “top-performing global equity fund managers in 2021” report. This year, the funds that performed the best contained a well-disciplined approach to investing, together with an experienced team capable of producing high-performance numbers. The research report found that the top three global fund managers also had outstanding longer-term performance numbers. What this…

    Ishan Dan | 24th Jan 2022 | More
    Funds flows favour the brave; what they say about 2022

    Australian investors ploughed as much as three times more money into equity-focused managed funds in 2021 than they did in 2020. Being the preferred source of investment vehicle for the majority of financial advisory groups and investment platforms, it provides a unique indicator into the sentiment within the advisory market. According to global funds researcher…

    Drew Meredith | 24th Jan 2022 | More
    How will Your Future, Your Super reforms impact ESG investing?

    While the government’s Your Future, Your Super (YFYS) reform package, which took effect last July, has been widely derided by the industry, it is the first step in a move to requiring the industry to improve its efficiency, transparency and accountability. One of the unexpected consequences of the YFYS changes is the fact that it…

    Ishan Dan | 20th Jan 2022 | More
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