Markets

Since their adoption, the 17 Sustainable Development Goals (SDGs) have been a mixed bag with a long list of lessons learned by United Nations member states and private market investors alike.  The 17 SDGs present an opportunity to invest in the sustainable future of people and the planet. The opportunities cover a wide array of…

The Responsible Investment Association of Australasia delivered an early Christmas present for ESG investors and trustees alike, confirming the long-debated question as to whether ‘green’ or ‘responsible’ super funds outperform. The answer was a resounding yes for those funds that are categorised as leaders according to the RIAA’s extensive survey and due diligence process. The…

Known for his clever wit and open frankness, investment guru Charlie Munger, reinforced his value style of investing by comparing today’s markets with that of the Dotcom boom while supporting China’s recent expansion. At the same time, voicing his concerns on the growing use of cryptocurrency, which he says should banned. Munger appeared in good…

There has long been a saying in Australian investment circles that shorting the Big Four banks was the “widow maker”. The same could be said for a short selling strategy in general during what has been a near decade long bull market. It takes a different kind of mindset to launch a short selling strategy…

The M&A boom is set to continue in 2022 according to deals frenzy set to continue into 2022, according to Corrs Chambers Westgarth’s M&A 2022 Outlook report. The Australian M&A market has sprung back to life, with current conditions paving the way for another busy year ahead,   As it stands, Australia is set for its…

Mercer has urged investors to consider a wider range of inflation scenarios in portfolio design plans as price uncertainty ramps up across the world. In a new paper, the global multi-manager and consultancy firm says investors now face more complicated decisions amid confusing inflation signals. “Adding a less predictable inflation environment now increases complexity for…

The moment the investment world has been waiting for has come. ETF Securities appears set to be the first Australian ETF provider to launch a listed strategies that tracks the spot price of two of the world’s largest cryptocurrencies, Ethereum and Bitcoin. Subject to regulatory approval, ETF Securities is set to launch into the crypto…

At the recent Inside Network ESG Master Class, Australian Ethical’s chief investment officer, David Macri, alongside Mike Murray, head of equities, together with Garvin Jabusch, chief investment officer of  US-based asset manager Green Alpha’s long-only equity strategy, presented the case for investing sustainably across their funds. Green Alpha uses a simple yet effective long-only investment strategy. Jabusch…

Magellan Financial Group (ASX:MFG) and its founder Hamish Douglass have been a lightning rod for investors, analysts and the media in recent months. After over a decade of outperformance, Magellan’s flagship global fund came back to earth, with Douglass’ unwillingness to chase returns in ‘value’ stocks seeing the fund underperform. Combine that with the decision…

To many people, a portfolio manager who says he doesn’t care about what happens to inflation, Sino-US relations or even the world economy may seem slightly detached from the real world, certainly uncaring, and maybe not someone to whom you wish to trust your savings.   So, when I make these statements at investment conferences, or…

Opportunities only the private equity market can offer have been unlocked and captured by global ETF provider VanEck. The ETF provider has stepped into the private equity space with a focus on unlocking investment opportunities in start-ups, buy-outs, and project financing. Van Eck will soon list the Global Listed Private Equity ETF (ASX: GPEQ). According…

Whether it’s with a sole client, a large internal team, or external stakeholders, holding effective and engaging meetings is an art form. It requires skill to know how to simultaneously capture attention, inform, be interactive, and leave a lasting impression — it’s a demanding task. The hosting of a meeting will most likely become more…