Revisiting asset allocation for the new normal

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Investors may need to revisit their traditional balanced’ investment option in coming years, as the market cycle turns and overall returns reduce, says Jonathan Philpot, wealth management partner at HLB Mann Judd. “The ‘balanced’ default asset allocation option is the way many people are invested in superannuation.  Typically this is an asset allocation of 70... Read more continue reading

CPD: Which beta is better?

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Infrastructure investing is increasingly popular within retirement savings plans and it’s easy to understand why. An allocation to infrastructure can potentially deliver lower volatility and a higher dividend yield than global equities, and a diversifying addition to a multi-asset class portfolio. In this article Ganesh Suntharam, CIO and Senior Portfolio Manager with GSFM’s newest investment... Read more continue reading

CPD: 30 years of investment lessons from Japan, and the implications for real estate

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Imagine a person of prime working age (~40 years old) seeking investment advice for long-term financial security, and ultimately, a comfortable retirement. The potential investment advice may look something like this: Invest in long-term growth assets, like equities Avoid currency risk and favour domestic asset allocation Choose a low-cost index fund Don’t look at the... Read more continue reading

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

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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 Chief Strategist Seema Shah said: “While geopolitics are difficult to predict at the best of times and both sides have reason to avoid further turmoil,... Read more continue reading

Global equity outlook 2020

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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 a decade-long bull market in global equities. That combination was certainly enough to stop Santa delivering his traditional year-end rally in 2018. As we approach... Read more continue reading

Lonsec helps investors through the ESG maze

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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 fund managers’ processes against the principles of Responsible Investing as part of its investment rating, however will also introduce a new rating to go beyond... Read more continue reading

CPD: Quantitative investment delivers positive investor outcomes

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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 GSFM’s investment partner Redpoint Investment Management, CEO Max Cappetta examines the merits of a quantitative investment approach and discusses the benefits of such an approach... Read more continue reading

Value investing can benefit from low interest rate environment

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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 environment as growth stocks are more sensitive to interest rate movements. This has seen them benefit more from the recent decline in global interest rates.... Read more continue reading

CPD: Cold War 2.0 and its implications for global markets

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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 Cold War 2.0 on investment markets. In this article, GSFM shares Bill’s insights, gleaned from an investment career spanning more than 45 years, and discusses... Read more continue reading

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

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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 previously released Market and Credit Intelligence solutions delivered via Software-asa-Service (SaaS). The new digital solutions are aimed at supporting our clients and industry to automate... Read more continue reading