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CPD: The resilience of dividends in volatile marketsWith interest rates around the world hovering around historical lows, investor appetite for alternative income sources, particularly dividends, has increased...
CPD: Will the US yield curve invert?And what will that tell us about the economy, equities and real estate? It’s been 10 years since the global...
CPD: Australian housing - don't panicSummary Over the past year Australian house prices have seen 12 consecutive months of decline, the longest streak of persistent...
CPD: The cost of care – part 2 – mental healthIn analysing common methodologies used across the life insurance advice sector, we were able to identify a missing link that...
CPD: Have we learned the lessons of the GFC?Brad Boyd, senior vice president with fixed income specialist Payden & Rygel, was in Australia recently and shared a range...
Managers Corner
CIO Insights: Bonds perform for portfolios in the final quarter of 2018
In 2018, many Australian investors missed a cornerstone defensive allocation that diversified risk when the rest of portfolios struggled. According to Bloomberg, major global equity markets returned -6% to -25%, global aggregate credit -3%, global inflation-linked credit -4%, and global high yield -4%. Government bonds? US treasuries +0.9% and Australian Government bonds a ...
In the AI age, active managers making smart human decisions will win
Summary One of the pleasures of getting older is that you start to have proper grown-up conversations with your children. Recently, one of my daughters started her first job, which was pleasing from her perspective and, for me, a clear improvement in the household finances! She commenced a role in investment ...
US midterms may breed a lame duck
With our overall asset class views still favouring growth assets driven by positive views in particular for US equities, the US midterms on November 6th have the potential to upset the apple cart. However, with midterm elections just weeks away, our view is that we are entering a bit of a ...
Aberdeen Standard Investments announces partnership with The Australian National University, reflecting strength in ESG integration
Aberdeen Standard Investments has announced a new partnership with The Australian National University (ANU), in which they will manage an Australian Fixed Income strategy with an emphasis on ESG. ANU Endowment Fund has selected Aberdeen Standard Investments to manage a strategy that invests in active Australian Fixed Income with an ESG overlay - ...
Growth Farms offers investors a slice of Australian farmland
Specialist agricultural asset manager Growth Farms Australia has launched an innovative investment trust, the Australian Agricultural Lease Fund, that will buy agricultural land and lease it to primary producers. Farm leasing is a well-established model in the US and other markets, and Growth Farms Australia believes it has strong potential in ...
