Ongoing US-Iran tension could boost energy stocks despite lacklustre global outlook

From

Financial markets’ quick recovery following US-Iran tensions may be short lived and punish investor returns, though a renewal of tensions could increase the appeal of energy stocks. Principal Global Investors... Read more continue reading

Global equity outlook 2020

From

Focusing on Future Quality through the noise By the end of last year it looked like a combination of central bank policy error and political uncertainty was about to end... Read more continue reading

Lonsec helps investors through the ESG maze

From

Lonsec has partnered with specialist data provider Sustainable Platform to enable its research users to assess the social and environmental sustainability of their clients’ investments. Lonsec will continue to assess... Read more continue reading

Quantitative investment delivers positive investor outcomes

From

The essence of a quantitative investment approach is straight-forward: it is the utilisation of rational economic and fundamental investment insights in a disciplined and consistent fashion. In this article from... Read more continue reading

Value investing can benefit from low interest rate environment

From

The last 20 years have seen global fund managers who favour growth style investing outperform their value counterparts. A key driver of this outperformance has been the falling interest rate... Read more continue reading

Cold War 2.0 and its implications for global markets

From

Bill Priest, CEO, co-CIO and portfolio manager of Epoch Investment Partners (Epoch) recently visited Australia to share Epoch’s world view with financial advisers and in particular, the potential impact of... Read more continue reading

Perpetual Corporate Trust extends Perpetual Business Intelligence Platform with new digital securitisation and treasury solutions

From

Perpetual Corporate Trust (PCT) recently launched two new capabilities under its Perpetual Business Intelligence (Perpetual BI) digital platform – Securitisation Intelligence and Treasury Intelligence. This is in addition to the... Read more continue reading

Country focus comes to the fore in emerging markets

From

It’s been a great year for emerging markets (EM). Through the third quarter, the major EM debt indexes were up sharply, as a lot of things have come together for... Read more continue reading

Market complexity and shift to alternatives turns global insurers to outsourced portfolio management

From

Global insurers are turning to alternatives to fill the void left by meager bond returns over the past decade of ultra-low interest rates, reveals Natixis Investment Managers’ global survey of... Read more continue reading

Examining the value of healthcare cost containment

From

Nikko Asset Management’s global equities team has an investment philosophy that’s centred on the search for Future Quality in a company. Future Quality companies are those that are able to... Read more continue reading