CPD: The outlook for interest rates in 2021

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Forecasting outcomes for the year ahead is challenging in the best of times, let alone during a global pandemic. This year, Chris Rands adopted an alternative strategy for determining where... Read more continue reading

Evergreen launches ‘institutional-grade’ portfolio stress-testing to advisers

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In a world where a global pandemic can come out of nowhere and send investment markets plunging in synchronised panic, holding an investment portfolio is a stressful experience for not... Read more continue reading

Are growth style managers the safer bet long term?

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The past 12 months has provided an interesting short-term phenomenon where Covid-19 accelerated the flight to online shopping and remote communication technologies and food delivery services. Many growth managers exposed... Read more continue reading

Demand for LICs holds steady as sector moves into 98th year

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The Listed Investment Company (LIC) and Listed Investment Trust (LIT) sector closed out 2020 with a sector market capitalisation of $52.8 billion, a reduction of just 0.6% over the 12... Read more continue reading

Resisting ‘hot stocks’ no barrier to returns for outperforming small caps fund

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Avoiding ‘hot stocks’ such as those in the buy now, pay later and mining sectors has not stopped the Prime Value Emerging Opportunities Fund from becoming the second highest performing... Read more continue reading

2021 outlook bright for investing in infrastructure

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Despite the calamitous global pandemic situation the outlook for investing in one significant sector, namely infrastructure, is bright, according to Nick Langley, Founder and Senior Portfolio Manager at RARE Infrastructure. “There... Read more continue reading

Green bonds on track to grow in 2021

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The green finance market, similar to almost every other aspect of 2020, was shaped by the COVID-19 pandemic. According to Calvert Research and Management, in the first half of the... Read more continue reading

Deliver us from COVID but lead us not to inflation

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The outlook for global and Australian markets is positive, according to GSFM and its fund manager partners Munro Partners and Tribeca Investment Partners. They say markets are supported by easy... Read more continue reading

Bedrock investments liberate a portfolio’s capacity to take risks in a post-pandemic landscape

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The stable core of a portfolio consists of ‘bedrock investments’. Their role is to generate stable, consistent returns over time. Ideally, the returns are not correlated to the returns of... Read more continue reading

Man GLG launches high conviction Asia (ex-Japan) equities strategy 

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Man GLG, the discretionary investment management engine of Man Group, has launched a high conviction Asia (ex-Japan) equities strategy led by Andrew Swan, Head of Asia Equities (ex-Japan). The long-only, style... Read more continue reading