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... Read more continue reading

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... Read more continue reading

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... Read more continue reading

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... Read more continue reading

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... Read more continue reading

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... Read more continue reading

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... Read more continue reading

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... Read more continue reading

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,... Read more continue reading

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... Read more continue reading