investments – Page 2 – The Inside Adviser

The winning formula

November 30, 2020 by Ishan Dan

In a year when a global pandemic, recession and record-low interest rates took centre stage, a growing number of specialist managers, including many high-profile names, failed to beat the market...

PineBridge sees opportunity in ESG

November 12, 2020 by Greg Bright

While investing following strong and integrated ESG principles does not readily spring to mind when considering China there is more action going on across the sustainability space there than many...

WTW takes on fund managers over diversity

October 29, 2020 by Greg Bright

Progress on diversity across the whole investment industry has remained disappointingly slow, according to a paper from Willis Towers Watson (WTW), the global investment consulting, funds management, and insurance broking...

A new core for balanced portfolios

October 29, 2020 by The Inside Adviser

It seems to be a rite of passage these days, investment bankers heading out on their own to start asset management businesses. Times are good. So good that the Australian...

IPOs and credit – overheated or heating up?

October 26, 2020 by Giselle Roux

More than a sport, a financial mismatch There is an awkward, yet in many ways predictable, relationship between investors and the providers of investments. An old-fashioned assessment of demand and...

Emerging markets to the core

October 19, 2020 by Giselle Roux

The mention of emerging markets (EM) opens up a messy vista of many complex and troublesome issues, not least in China, representing the beating heart of EM. Add in a...

Yarra Capital’s view on corporate hybrids

October 19, 2020 by Phil Strano

Return of the A$ Corporate Hybrid Market Many of us who are old enough will remember the once-thriving ASX-listed corporate hybrid market as a constant feature of the pre-GFC Australian...

To syndicate or not to syndicate?

October 18, 2020 by Contributor

If you are looking for one word to describe 2020, 'volatility' would seem to fit the bill. Every aspect of our lives, whether it be financially, socially, or work, has...

State of the market – platforms

October 12, 2020 by Ishan Dan

Building a financial advisery practice isn't easy. From regulation to compliance, overheads to staff wages and client reporting to administration, there are so many time-consuming, ad hoc tasks that take...

Riding for charity with Invesco

October 5, 2020 by James Dunn

Like everyone, Eben Bowditch, head of sales at Invesco Australia, was trying to navigate the abnormal and difficult times of the COVID-19 pandemic and wondering about the wellbeing of others....

Can Trump pull a Bradbury?

October 4, 2020 by Drew Meredith

Before last week's positive COVID-19 test, there was little doubt President Trump was on the comeback trail. Amid signs of an economic recovery, positivity around hopes for a vaccine, and...

Opportunities in Australian credit

September 29, 2020 by Contributor

Many investors may be wondering whether there is any value left in domestic fixed-income markets. While outright yields may look tight on a historical basis, we contend that spread sectors...

Winning in a “K-Shaped” Recovery

September 28, 2020 by Staff Writer

The S&P 500 Index reached a historic high on February 19th of this year, only to break that record less than six months later. On its face this sounds reasonable,...

If you can’t beat them, buy them

September 25, 2020 by Drew Meredith

While the active versus passive debate rolls on, and on, across the investment world, some active managers have gone to the 'dark side', at least partially, by adding more quantitative...

Stonehorn: fear = opportunity

September 24, 2020 by Contributor

They say that the first year of a new business is the hardest. Although there were moments when it felt like it might be, it hasn't turned out that way...

Precise Risk in Imprecise Markets

September 24, 2020 by Giselle Roux

There are probably few things more certain to glaze the eyes of investors than discussing risk-adjusted returns or efficient frontiers, never mind Sharpe ratios and the like. To be transparent,...

Device Stars Part 3

September 21, 2020 by James Dunn

4DMedical (4DX, $1.58)Market capitalisation: $418 millionThree-year total return: n/aAnalysts' consensus target price: $1.70 (Thomson Reuters) Imaging company 4DMedical (4DX) surged on to the ASX screens in its August float, at...

A Q&A with Luke Laretive

September 21, 2020 by Staff Writer

We are pleased to speak with Luke Laretive of Seneca Financial Solutions this week. Luke Laretive must be one of the most prolific sharemarket writers in the market, filling LinkedIn...

Market rules. There are no rules

September 3, 2020 by Contributor

Investment markets are in the eye of the storm. The initial storm danger came as COVID-19 hit, decimating jobs and smashing demand.

ESG ratings under scrutiny

August 31, 2020 by Contributor

In the wake of the pandemic, investors have continued to pile money into variously labelled ESG/sustainable funds. Are they doing what they say?