Aberdeen Standard Investments announces partnership with The Australian National University, reflecting strength in ESG integration

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Aberdeen Standard Investments has announced a new partnership with The Australian National University (ANU), in which they will manage an Australian Fixed Income strategy with an emphasis on ESG. ANU Endowment Fund has selected Aberdeen Standard Investments to manage a strategy that invests in active Australian Fixed Income with an ESG overlay – facilitating the negative screening […]

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Vanguard offers investors greater choice with suite of ethically conscious funds

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Vanguard Australia has announced the launch of a range of Environmental, Social and Governance (ESG) funds, providing greater choice for investors who wish to reflect their values in their investment holdings. The Vanguard Ethically Conscious International Shares Index Fund and Vanguard Ethically Conscious Global Aggregate Bond Index Fund will offer investors access to broadly diversified international equities and international […]

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Smaller investors and instos expected to increase allocations to unlisted infrastructure

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Despite a recent rise in the number of listed infrastructure fund offerings, smaller investors have largely been excluded from the increasingly popular unlisted infrastructure assets. That is changing, according to independent funds management group Infrastructure Partners Investment Fund Management Pty Ltd (IPIFM). Australia’s larger industry superannuation funds have invested in unlisted infrastructure since the mid-1990s, […]

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Hold the champagne: The bond market’s ‘new pessimism’

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I’m a bond guy, and as a paid-up member of the bond managers union (BMU), I must acknowledge that bond managers have a reputation for pessimism. Some of our more cynical colleagues in the equity market accuse us of a certain self-interested pessimism – you know, we ‘talk our book’ by crying “recession” or “crash” […]

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Investment Trends releases 1H Online Broking Report

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Leading research firm Investment Trends has released its 2018 First Half Online Broking Report, an in-depth study of the attitudes, behaviours, needs and wants of online equities and ETF investors in Australia. The report is based on a large-scale survey of more than 11,000 investors and traders conducted in May 2018. Online investor numbers soar […]

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Should small-cap investors be worried about a recession?

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Eaton Vance, a leading global investment manager, notes global small-cap stocks investors have been worried lately about volatility, rising geopolitical risks, a potential recession and the sheer length of the current rally. Aidan Farrell, Director of Global Small Cap Equity, Eaton Vance says “It makes sense intuitively why investors are more nervous about small caps […]

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AtlasTrend launches new managed fund for clean disruption technologies

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AtlasTrend, the financial investment platform helping everyday Australians invest in global trends, has launched a new managed fund that will invest in listed companies producing and utilising clean disruption technologies. This includes energy storage, renewable energy generation, autonomous vehicles, clean manufacturing to recycling and waste management. The AtlasTrend Clean Disruption Fund (CDF) is the latest […]

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CPD: Long/short investing – a true conviction strategy

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A long/short equity strategy, as the name suggests, holds both long and short equity positions in its portfolio. In recent months there’s been a surge of flows into these strategies – in this article, Grant Samuel Funds Management explores the rationale for investing in a long/short equity strategy and why that might explain the uptick […]

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Not all investments will weather the ‘trade tension storm’ equally, says Principal

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The hardest pill for investment markets to swallow is the increasing uncertainty in the tone of global trade discussions and the doubt it introduces into business and consumer sentiment. That’s according to new commentary from Principal Global Investors. Speaking about commercial real estate, Senior Managing Director of Global Research and Strategy at Principal Real Estate Investors, Indraneel Karlekar said: “Commercial real estate has defensive characteristics that may […]

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Responsible investments hit major milestone, tipping to over half of all Australian investments: New report

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Responsible investment in Australia has hit a major milestone, with a new report finding over half of all professionally managed investments in Australia are now invested as responsible investments. Environmental, social, corporate governance and ethics considerations now sit alongside financial as critical components informing the investment decisions of the majority of Australia’s professional investors. The 17th annual […]

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