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Managers Corner

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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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The retiree and the 100-year storm - The impact of tail events on financial outcomes

Introduction Two years ago, the Chinese stockmarket was nearing the end of a mini-meltdown during which the Shanghai Composite shed more than 40% of its value in two months. This event, plus the US Federal Reserve’s decision to commence tightening later in 2015, contributed to a near 20% fall in the ...

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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 ...

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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 ...

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