Earn CPD Points
CPD: Enrich an investment portfolio with alternative alternatives!Diversification is a basic tenet of investment, and most investors have a mix of the traditional asset classes – equities,...
CPD: Estate planning in the post 1 July 2017 worldInvestors spend a lifetime saving and building their wealth. Without an effective and up-to-date estate planning solution, families can face...
CPD: The importance of Pre-open PricingManaging an orderly market and ensuring that share prices cannot be manipulated are essential to the smooth operation of securities...
CPD: The case for global share investing - changing the world, unchanging principlesIf you’ve noticed that your portfolio is mainly comprised of Australian investments, you’re not alone. Most Australians tend to invest...
CPD: Two percent is the new four percentTwo percent growth is the new four percent for mature economies’ GDP; in other words, the long-term outlook for global...
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 ...
