PIMCO’s Asset Allocation Outlook 2017: Tails and Transitions

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PIMCO has released Tails and Transitions, a paper that looks at PIMCO’s outlook and investment views for asset classes around the world. Key Points: Looking forward to 2017, we expect a highly... Read more continue reading

Institutional investors put cash to work in 2017 – BlackRock study

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Large institutional investors are set to put cash to work in 2017, a BlackRock survey has found. One in four (25%) institutions surveyed intend to decrease their cash allocations during... Read more continue reading

What does Trump’s first week say about the unorthodox future ahead?

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Due to the lack of a filibuster-proof Senate majority, Trump was never likely able to get much passed through Congress except for revenue-neutral budget bills, but he will clearly continue... Read more continue reading

An All Black performance… just not in rugby!

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The New Zealand ‘All Blacks’ rugby team have a long and deserved history of excellence as one of the world’s truly elite sporting franchises. Over the past decade, the New... Read more continue reading

Rural property – the next investment frontier?

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Property has long formed the backbone of many investment portfolios; it’s an asset class that’s tangible, one that is familiar. Many investors have done particularly well with exposure to residential... Read more continue reading

The big rewind

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Two investment experts from Epoch Investment Partners, manager of the Grant Samuel Epoch Global Equity Shareholder Yield Funds, share their insights about 2017. In this article, Bill Priest, CEO and... Read more continue reading

Inflation, bonds and Donald Trump

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In the run up to the US election last month, there were many predictions published as to how markets would respond. The fact that Dow Futures were down over 600... Read more continue reading

How Australian super funds can maximise returns from emerging markets

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The US fund manager Parametric has drawn up a five-point checklist to assist superannuation funds targeting returns from emerging market equities. Parametric’s Australian Managing Director, Research, Raewyn Williams, says super... Read more continue reading

Leading asset manager asks, “Is there a chance of an emerging market crisis under the Trump Presidency?”

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Following the U.S. election, the dollar strengthened against many currencies while emerging markets experienced periods of tightening liquidity and volatility. Richard Lawrence, Senior Vice President, Portfolio Management at Brandywine Global... Read more continue reading

Bricks and mortar can add value to a diversified portfolio

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Portfolio diversification is one of the central tenets of modern portfolio theory. Along with fixed income and equities, both domestic and global, property is considered an essential inclusion in a... Read more continue reading