CPD: Ten most important charts for fixed income investors

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Since the end of the Global Financial Crisis (GFC) there has been eight years of ‘sunny skies’ – however, with interest rates and inflation moving upward, Brad Boyd CFA, Portfolio Manager with fixed income experts Payden& Rygel (Payden), sees some potential for ‘rainy days’ ahead. In this article, Grant Samuel Funds Management shares a series […]

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Investment opportunities abound across China’s ‘digital silk road

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The advance of China’s digital economy over the last few years has been nothing short of incredible says Kim Catechis, Head of Emerging Markets at Martin Currie, the active equity specialist for Legg Mason. The Chinese technology sector already makes up more than 30% of the country’s GDP and it is estimated this percentage will […]

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Time to break the cycle of ‘intergenerational theft in infrastructure investment’

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Prominent businessman and academic Talal Yassine OAM has called on the Federal Government to break Australia’s cycle of underinvestment in infrastructure by underwriting local superannuation fund investment in needed infrastructure assets and using Islamic financing. Mr Yassine, who is managing director of Crescent Wealth and has served on the boards of Australia Post, Sydney Ports […]

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Sustainable investing, fertile ground for Nanuk

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Resource constraints and environmental challenges like climate change, pollution and water scarcity are real. Global governments have been increasingly focussed on addressing these challenges, for example China with its tighter regulations around fossil fuels to crackdown on CO2 emissions and its use of subsidies to support its now dominant position in the global electric-vehicle and […]

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What is Objectives-Based investing?

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Objective-Based Investing (OBI for short) is an investment approach that seeks to align investments and portfolios with the client’s specific needs and objectives.  The result is one or more customised portfolios each designed to achieve a specific desired outcome over a defined period with a high probability of success. The approach offers greater certainty to […]

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CPD: When bits meet atoms

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In this third of a three-part series penned by Epoch Investment Partners, the ‘tech is the new macro’ theme is explored further to consider the implications of the second machine age for corporate profitability. Part two of the series focused on technology’s implications for the macro outlook, particularly employment and wage growth, as well as inflation […]

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CPD: Value beyond the PE multiple

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Most investors think of a company’s PE multiple as defining its value. A stock on a PE multiple of 12x is cheap and one on 24x must be expensive. But is it? Bennelong Australian Equity Partners considers some of the blind spots inherent in the friendly PE multiple, and some of the investment opportunities this […]

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Professional fund buyers anticipated the return of volatility but they are split over the impact on portfolios

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While some investors may have been surprised by turbulent markets at the start of 2018, professional fund buyers have been expecting a spike in volatility for quite some time. Almost eight in ten (78%) said they have been surprised that volatility had remained so low for so long and nearly half of them (49%) cited […]

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CPD: Is infrastructure a bond proxy?

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Inflation looks to be very slowly emerging from a long slumber and interest rates are heading north. This has significant implications for the world’s economy and global equity markets. For global listed infrastructure in particular, the prevailing ‘wisdom’ is that infrastructure as an asset class is no more than a ‘bond proxy’. The rationale is […]

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Global equities outlook – focus on alpha

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Investors can expect continued market volatility in the coming months, according to leading investment boutique Antipodes Partners. Though there are several things they can do to reduce it within their portfolios. “The start of the year saw investors initially grapple with concerns around accelerating inflation and rising interest rates,” noted Jacob Mitchell, Founder and Chief […]

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