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Managers Corner

Financial advisers seek growth post February volatility

Financial advisers have refocused their recommendations and research on growth strategies following market volatility in February with property, infrastructure and multi-asset strategies particularly in favour. The renewed focus on growth options follows a dash for cash in the first weeks of February after global markets dropped. These are just some of ...

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The popular choice for new SMSFs: A corporate trustee

A fundamental question for intending SMSF members is whether to have a corporate trustee or individual trustees for their new fund. More than 80 per cent of new SMSFs established in 2016-17 had a corporate trustee whereas 57 per cent of all SMSFs had a corporate trustee as at June last ...

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The beauty of a benchmark unaware approach

Investors in Australian equities are often reminded of the concentration risk of the Australian market, with the Big Four banks and resources companies accounting for a large proportion of the market. If we look at the composition of the S&P/ASX 20 Index as at 1 January 2018, 9 companies in the ...

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tree arranged as a green graph on green background / csr / sustainable development / corporate social responsibility

Investment stewardship for positive societal impact

In recent years, the growth of investor interest in sustainable investing has been remarkable. Calvert has produced a research paper (in collaboration with George Serafeim, Jakurski Family Associate Professor of Business Administration, Harvard Business School) on environmental, social and governance (ESG) titled Investment Stewardship for Positive Societal Impact which shows that by ...

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Australian Equities: expectations for the year ahead

What lessons have you learned from 2017? Markets have grinded higher in 2017: volatility is low and the performance and correlation of high volatility stocks and low volatility stocks has been almost identical. There have been a handful of stocks that have performed strongly to the upside or downside, but the ...

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Asset class review: thoughts on what markets are telling us and how to position a multi-asset portfolio

Political uncertainty is looming over financial markets. The spectre of further events on the Korean peninsula, the threat of a US debt crisis, and the ongoing Brexit negotiations all present significant challenges for investors. However, markets have generally performed well year-to-date on the back of strong economic growth and low ...

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