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JP Morgan launches sustainable global macro strategy

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…

Ishan Dan | 8th Feb 2021 | More
Dundas to get ETF treatment

Australian multi-affiliate shop, Apostle Funds Management, will roll-out an exchange-traded fund (ETF) version of a well-established active global equities strategy. According to a release, the soon-to-be-launched Apostle Dundas listed fund will carry a total management fee of 0.9%, “well below the category median” of 1.35%. Karyn West, Apostle managing director, said in the statement that…

David Chaplin | 8th Feb 2021 | More
  • BNY Mellon launches ‘Future’ thematic focus

    BNY Mellon, one of the three oldest banks in the US, in partnership with its subsidiary Newton Investment Management, is launching a range of industry-leading global equity strategies. Aptly named the “Future” funds, they will seek to offer investors exposure to the tailwinds associated with climate change, the revolution in food production and importantly, the…

    Staff Writer | 18th Jan 2021 | More
    WLTH enters ultra-competitive digital lending market

    WLTH is a brand-new financial services neo-platform providing Australians with a smarter, sustainability-focused solution to financial products but particular residential and commercial loans. WLTH is the latest ‘non-bank’ digital lending and payments platform seeking to disrupt the financial services industry in Australia. The launch follows the recent shutdown of neo-bank Xinja after it failed to…

    Ishan Dan | 14th Jan 2021 | More
  • Australian Unity issues Australian-first MCI

    With interest rates at all-time lows, and term deposits lucky to be paying 0.5%, investors have simply been forced to look for alternative income-generating investments. The share market has obliged, but not only in the form of normal equity dividends – but in newer listed income-bearing investments. One of the most recent offerings came last…

    James Dunn | 11th Jan 2021 | More
    Allen Partners brings bitcoin manager to Australia

    Due to its open-source ethos, bitcoin has travelled an unconventional growth path. For starters, no-one seems to know who invented it (rumoured to be a Sydneysider, possible pseudonym Satoshi Nakamoto) but what we know is when it will all end – in 104 years when the last bitcoin will be mined. Putting its start behind…

    Greg Bright | 15th Dec 2020 | More
    Superhero, Robinhood…..Sharesies?

    The Kiwi counterpart of US online direct investment platform Robinhood is sounding out the Australian market for possible expansion. Brooke Roberts, co-founder of the Wellington-based Sharesies, said the firm was recruiting an Australian country manager. “We are looking at launching Sharesies in Australia,” she said. “But at the moment we’re working on a product that…

    David Chaplin Investment News NZ | 30th Nov 2020 | More
    Datt Capital tops Australian Equity funds

    Datt Capital Absolute Return Fund ranked as No.1 Australian Equity Fund by Fund Monitors The Datt Capital Absolute Return Fund has been recognised as the No. 1 Australian Equity Fund as at the end of September 2020; evaluated over a rolling 12-month period using Fund Monitors risk adjusted model. On the announcement, Fund Monitors noted…

    The Inside Adviser | 19th Nov 2020 | More
    Impact investment in demand, but short supply

    By now, people know what impact investing is and according to RIAA, impact assets under management in Australia have grown to about $19B at the start of 2020; up 250% in the past 24 months. Those are decent numbers, but there’s every indication we’ve barely scratched the surface of impact investing’s potential. The growth is…

    Amanda Goodman | 15th Nov 2020 | More
  • RARE, Charter Hall, Munro lead Zenith award winners

    As is the trend this year, Melbourne-based Zenith Investment Partners held their annual Fund Manager of the Year awards online over the weekend. The session was hosted by John Nicoll, Head of Sales, and David Wright, CEO, both presenting remotely. In what was an incredibly difficult year for the finance industry, Wright stressed the important…

    The Inside Adviser | 4th Nov 2020 | More
    Tesla among six new stocks added to the Chi-x TraCRs platform

    Investors are piling into COVID-hit international companies amid a share trading boom. According to ASIC’s analysis of trading volumes during the COVID period, share trading volumes among retail investors have doubled. With that in mind, international share trading has become a lot easier, but can still come at a substantial cost, with added tax implications,…

    Ishan Dan | 2nd Nov 2020 | More
    Rethinking the balanced portfolio with convertible bonds

    Not only is 2020 the marking of a new decade, but it potentially marks of a new paradigm of investing. The last 30 years shouldn’t have been that difficult for long-term investors and those using the traditional 40-60 balanced portfolio. The historic fall in interest rates that has occurred since the 1980s means that both…

    The Inside Adviser | 2nd Nov 2020 | More