In a recent series of presentations to advisers in Australia, industry veteran Epoch’s CEO and co-CIO Bill Priest, discussed the new world order, in which bits replace atoms, tech is the new macro and companies need to evolve to stay relevant. Global businesses have arguably entered a period of unprecedented innovation and disruption, one where […]
Most investors understand the basics of diversification, or at least understand the adage ‘don’t put all your eggs in one basket.’ However, many investors don’t understand the diversification benefits that arise from each and every asset class. Using global equities as an example, Perpetual explores the way an individual asset class can provide a range […]
08
Oct
2018
Led by exchange traded funds (ETFs), listed investments have experienced significant growth over the last decade, a period which coincides with the end of the global financial crisis (GFC). In this article, GSFM examines a growing sub-sector of listed investments, the Listed Investment Trusts (LITs) and compares LITs to other investment structures. In the 12 […]
19
Sep
2018
Summary In 2011 a dramatic shift occurred throughout the developed world — working age populations began a multi-decade decline. Demographic shifts like this in an economy can have profound effects, including changes in growth and debt metrics. To understand these effects we will start by explaining the economic effects in simple terms, seek insights from […]
18
Sep
2018
A long/short equity strategy, as the name suggests, holds both long and short equity positions in its portfolio. In recent months there’s been a surge of flows into these strategies – in this article, Grant Samuel Funds Management explores the rationale for investing in a long/short equity strategy and why that might explain the uptick […]
13
Aug
2018
Emerging market (EM) economies are expected to grow rapidly over the next 30 years, attracting huge infrastructure investment. EMs and infrastructure are natural, complementary investment partners. Rapidly growing EM economies need infrastructure investment to both facilitate and sustain growth. Equally, these assets perform at their best in expanding economies, where robust domestic demand growth drives […]
18
Jul
2018
Australian investors and financial advisers have long understood the benefits of adding Australian small cap funds to a diversified portfolio. Those same benefits apply to global small caps – and on a much larger scale given the huge opportunity set – yet few portfolios have an exposure to this asset class. In this article, Grant […]
18
Jul
2018
Demographics really matter! The study of populations, how and where people move, is integral to real estate. Very little can stop the effect of demographics on the economy – it is the slow-moving beast that influences demand and thus resource allocation. At Quay, we keep a close eye on demographic changes across the world to […]
04
Jul
2018
Since the end of the Global Financial Crisis (GFC) there has been eight years of ‘sunny skies’ – however, with interest rates and inflation moving upward, Brad Boyd CFA, Portfolio Manager with fixed income experts Payden& Rygel (Payden), sees some potential for ‘rainy days’ ahead. In this article, Grant Samuel Funds Management shares a series […]
12
Jun
2018
Five steps to create a niche market No business can be all things to all people, especially when that business is a small business. In this article, Zurich explores the development of a niche market and how that can be beneficial for both client and adviser in a financial planning practice. A niche market is […]
28
May
2018
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