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CPD: Getting kids on the property ladderIt seems that each day new statistics are released that highlight the housing affordability crisis. While Sydney and Melbourne are...
CPD: India Undergoing Modi-fications: Putting “Demonetisation” in PerspectiveThe economics team at Payden & Rygel, manager of GSFM’s Payden Global Income Opportunities Fund, examines the changes underway in...
CPD: Why (sustained) low interest rates are not always good for real estateBricks and mortar are not bonds… Whenever pundits predict medium term increases in official cash rates, there is the inevitable...
CPD: Australian housing – Still waiting for the declineOver the past five years, multiple forecasters have called the decline of Australian housing only to see prices continue moving...
CPD: Developments in Australian equities and the expansion of the LIC sectorIn the first of a two-part series on LICs, Ross Barker, Managing Director of Australian Foundation Investment Company (AFIC), will...
Managers Corner
10 reasons ESG investing is growing
According to the Global Sustainable Investment Alliance, over $22 trillion of assets were managed under responsible investment strategies globally in 2016, up 25% from two years before. This is one of many statistics showing Environmental, Social and Governance (ESG) investing moving into the mainstream. We see 10 major trends contributing to ...
New bond issuance: The active management advantage
New equity offerings can garner media buzz. Think of recent initial public offerings (IPOs) by Snapchat, Alibaba and Visa. Business media enthuse, investors clamor, and share prices often rise, at least initially. The fixed income market equivalent – new bonds coming to market – seldom makes headlines. But new bond issuance ...
Managing through the uncertainty and noise
The most notable aspect of market behaviour in May was the rally in key sovereign bond markets matched by gains in key equity markets. Australian equities were the exception with weaker commodity prices impacting resources, while banking stocks were hit by the politics of the Bank Levy in the May ...
Managing money and the art of communication
In our experience as investment managers, a fundamental shortcoming we often see is poor ongoing communication between managers and financial advisers. Financial advisers are the life blood of investment managers everywhere. You manage the ultimate client relationship, filter information, navigate personalities and ensure that any investment meets your client’s needs. Without ...
Japan in motion: What does the future hold?
We often read that Abenomics continues to divide people as to whether it is working, and if this policy platform advocated strongly by Prime Minister Abe since his election in 2012 will ever achieve its objective of moving Japan’s economy forward. We believe that Abenomics is working, however we feel that ...
