AtlasTrend launches new managed fund for clean disruption technologies

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AtlasTrend, the financial investment platform helping everyday Australians invest in global trends, has launched a new managed fund that will invest in listed companies producing and utilising clean disruption technologies. This includes energy storage, renewable energy generation, autonomous vehicles, clean manufacturing to recycling and waste management. The AtlasTrend Clean Disruption Fund (CDF) is the latest […]

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CPD: Long/short investing – a true conviction strategy

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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 […]

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Not all investments will weather the ‘trade tension storm’ equally, says Principal

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The hardest pill for investment markets to swallow is the increasing uncertainty in the tone of global trade discussions and the doubt it introduces into business and consumer sentiment. That’s according to new commentary from Principal Global Investors. Speaking about commercial real estate, Senior Managing Director of Global Research and Strategy at Principal Real Estate Investors, Indraneel Karlekar said: “Commercial real estate has defensive characteristics that may […]

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Responsible investments hit major milestone, tipping to over half of all Australian investments: New report

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Responsible investment in Australia has hit a major milestone, with a new report finding over half of all professionally managed investments in Australia are now invested as responsible investments. Environmental, social, corporate governance and ethics considerations now sit alongside financial as critical components informing the investment decisions of the majority of Australia’s professional investors. The 17th annual […]

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Absolute return investing helps investors manage rising market risks

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Absolute return investing is a tried and tested investment approach that can help investors accumulate wealth whilst also avoiding some of the major downside risks in the market, although it is unfortunately not well understood by many investors, according to ARCO Investment Management. Speaking at a lunch event in Sydney today, ARCO Chairman Bruce Loveday […]

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China continues to offer strong infrastructure investment opportunities: RARE

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RARE Infrastructure, a specialist global listed infrastructure investment manager, notes that even though June was a difficult quarter for emerging market (EM) equities, Chinese renewables rallied strongly during the quarter, offering strong returns in an ‘otherwise lacklustre quarter’. George Kurian,  portfolio manager RARE Emerging Markets Strategy, says that the “EM listed infrastructure sector has underperformed. Latin […]

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How can Artificial Intelligence be harnessed in an investment portfolio?

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Artificial Intelligence (AI) describes programming computers to perform tasks that traditionally require human intelligence. The current stage of AI is known as deep learning where artificial neural networks allow sophisticated and abstract models, as opposed to human-sponsored programming, to learn.  Applications of deep learning include image, sound and pattern recognition and behaviour prediction.  To achieve […]

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As high yield bond goes global, it’s time to look more closely at this asset class

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Since the Global Financial Crisis (GFC), investors have operated in an era of low interest rates which have helped fuel strong growth in equities. The strong rally has even lead the ASX to hit 10-year highs, but as the US Federal Reserve raised interest rate three times last year – and indicated more rate hikes […]

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CPD: Emerging markets and infrastructure – a natural partnership

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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 […]

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CPD: Global small caps do some heavy lifting

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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 […]

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