Emerging Markets debt: A new hope, continues

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Investment flows in the Emerging Markets Debt have remained remarkably resilient – despite asset class volatility. “A big question for the sector’s 2019 performance will be whether investors continue to remain enthusiastic,” note the Emerging Markets Debt team at Eaton Vance, a global investment manager. Thus far, the answer is an emphatic yes. “Through the […]

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5 Innovation platforms investors shouldn’t miss in 2019

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Summary During the fourth quarter, the MSCI World Index, S&P 500 and NASDAQ posted their weakest results since late 2008, pushing valuations to their lowest levels since 2014. Among the fears continuing to unnerve equity markets were slower economic growth globally, trade tensions, Fed tightening, and a flattening yield curve. Exacerbating concerns was a loss […]

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CPD: Don’t worry, BBB happy – giving corporate leverage the sniff test

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Given bond ratings’ remarkable importance in securities markets today, the economics team at Payden & Rygel, manager of GSFM’s Payden Global Income Opportunities Fund, sat down to look at important changes in one segment of the US investment grade corporate bond market: BBBs. They didn’t know it at the time, but when bond issuers and […]

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China A-Shares diversifying emerging markets investment universe, but with higher volatility

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The inclusion of China A-Shares in major indices will materially increase investment opportunities for active fund managers, according to Zenith. China A-Shares are a class of stocks listed on two Chinese stock exchanges (Shanghai and Shenzen) that provide a more open channel for foreign investors to access Chinese listed companies. Furthermore, the Chinese stock market […]

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Dividends to rise to record this year

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While Australian share prices fell over the past year[1], many investors are unaware that that total dividends increased almost 8% in dollar terms from calendar 2017, according to Plato Investment Management. “While share prices were soft in 2018, the Plato Australian Shares Income Fund had a record year for income distributions,” said Dr Don Hamson, […]

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CIO Insights: Bonds perform for portfolios in the final quarter of 2018

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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 healthy +5.1% return in […]

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CPD: The resilience of dividends in volatile markets

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With interest rates around the world hovering around historical lows, investor appetite for alternative income sources, particularly dividends, has increased markedly. Although some investors might be fearful of dividends being affected by market volatility, history tells us that dividends are, in fact, remarkably resilient in volatile markets. In this article, Grant Samuel Funds Management looks […]

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CPD: Will the US yield curve invert?

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And what will that tell us about the economy, equities and real estate? It’s been 10 years since the global financial crisis tore through markets in the months surrounding the collapse of Lehman Brothers in October 2008. While the tussle between the bulls and bears is always ongoing, in the time since it has been […]

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CPD: Have we learned the lessons of the GFC?

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Brad Boyd, senior vice president with fixed income specialist Payden & Rygel, was in Australia recently and shared a range of insights with advisers around the country. In this article, Grant Samuel Funds Management shares some of those insights; a retrospective look at bond markets and economies before the Global Financial Crisis (GFC), what’s happened […]

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Calvert welcomes publication of standards from the Sustainability Accounting Standards Board (SASB)

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What the SASB standards mean for investors? Calvert Research and Management, a leader in Responsible Investing and an affiliate of Eaton Vance, believes the competitive functioning of securities markets requires that companies provide transparency through disclosure of material environmental, social, and governance (ESG) performance factors. “That is why we are delighted by the announcement of the official […]

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