ESG

The recently announced Your Future, Your Super proposed performance test has raised concerns on the potential of unintended consequences in the government’s pursuit of better performing funds. Clearly, the government is squarely focused on the relationship of fees and performance against a standard asset allocation framework. However, many pundits believe the current proposal would see…

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…

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…

After what has been a busy (and impressive) year for relative new-comer Federation Asset Management, it could have been forgiven for putting the cue in the rack come Christmas. Yet the group, led by ex-Macquarie banker Cameron Brownjohn, just launched what may be an Australian first: a pure-play investment fund investing in the renewable energy…

One of the more impressive funds that The Inside Network has come across in recent years is the PineBridge Asia ex Japan Small Cap Equity Fund, which taps into the “long tail” of Asian exposure – the region’s small caps.  Of course, what is a “small-cap” is in the eye of the beholder: PineBridge defines…

After being awarded Fund Manager of the Year for 2020, you could be forgiven for expecting Pendal to rest on its laurels and cruise into the Christmas break. Yet following a year of turmoil and change the group has flagged a number of enhancements to its growing stable of funds, particularly around ESG and ethical…

It’s the age-old battle, “value” versus “growth,” that seems to still polarise market participants and populate columns of the financial press. It has been a while since “value investing” made sense. The style has suffered a dreadful stretch of performance since the 2008 financial crisis. The Warren Buffett style of buying low (cheap) and selling…

I’m often asked by clients and industry figures about Datt Capital’s position on ESG. For a number of reasons, I have difficulty giving a black-and-white answer. It’s fair to say that ESG, or its shorthand – ethical investing – has become part of the funds management zeitgeist, aided in part by much research pointing to…

Financial services software house, Calastone, recently released their Global Investor Behaviours and Attitudes White Paper. It is the culmination of a survey of 1,800 people across six nations including the UK, US, Australia, New Zealand, Hong Kong and Germany, with a particular focus on ‘taking the temperature’ or retail investors. One point that seems to…

Trillion-dollar French asset manager Amundi released their November Cross Asset Strategy report last week, with gold bullion and active management among their highest conviction calls. The group is renowned for their institutional investment capacity but particular their ESG or Sustainability credentials. With Pfizer’s (NYSE: PFE) vaccine news coming shortly after the release, CIO Pascal Blanque…