CPD: Global listed infrastructure – a growth engine for the next decade

From

Infrastructure as an asset class is increasingly on the radar of investors and their advisers. Sarah Shaw, Chief Investment Officer and Global Portfolio Manager from 4D Infrastructure, a Bennelong boutique, examines the unique attributes that make infrastructure an asset class for all stages of the investment cycle; and why 4D remains optimistic about the prospects for […]

continue reading

Australia’s new sustainable finance initiative

From

The leaders and senior executives of Australia’s major banks, superannuation funds, insurance companies, financial sector peak bodies, civil society and academia are coming together to set out a roadmap for realigning the finance sector to support greater social, environmental and economic outcomes for the country. The Australian Sustainable Finance Initiative has today been unveiled – […]

continue reading

Looking back, gazing forward

From

On his recent trip to Australia we asked Danton Goei, 20-year veteran of Davis Advisors[1] and Portfolio Manager of the PAN-Tribal Global Equity Fund, to share his insights about what happened to global markets in 2018 and why he has a positive view about 2019. Q: Most investors and advisers are probably thinking – “what […]

continue reading

Economic outlook – cautiously constructive

From

Late last month John Tobin, managing director and portfolio manager with Epoch Investment Partners, visited Australia. He came prepared to share Epoch’s macro outlook with financial advisers around the country, an outlook he summed up in two words – ‘cautiously constructive’. In this article, GSFM unpacks what this means and how advisers can best maintain […]

continue reading

ESG engagement driving major change in corporate practices

From

Måns Carlsson-Sweeny, Head of ESG Research at Ausbil Investment Management, said 2018 was a significant year in terms of ESG developments for Australian businesses. “Over the year we saw the Royal Commission on Misconduct in the Banking, Superannuation and Financial Services Industry, a Government Inquiry into the franchise industry, various shareholder resolutions on ESG issues […]

continue reading

The future of unlisted infrastructure

From

Sophisticated investors increased their exposure to unlisted assets last year in their quest for more consistent returns, resulting into record capital flowing into infrastructure funds. Investors allocated US$85 billion to unlisted infrastructure funds last year, up $10bn on 2017, according to Preqin. This was the third annual record amount of investment in the asset class, […]

continue reading

Rejuvenated China – Shares poised for sustainable rally

From

New Beginning After a Lost Decade The sharp rebound in Chinese stocks so far this year has surprised many investors. Notwithstanding the false dawn in first half of 2015, when domestic equities momentarily perked up, the Shanghai Shenzhen CSI 300 Index—one of China’s main equity barometers—has generally underperformed many equity indices around the world, particularly […]

continue reading

Fixed vs. floating rate funds: The winner is clear

From

Are floating rates sunk? Looking back over the past 12 months, there was not a single period that floating rate credit outperformed for the year. Even ignoring fees and active performance, it is a large differential to make up even if rates do eventually rise.     Taking this further, the Table 2 shows the […]

continue reading

Emerging Markets debt: A new hope, continues

From

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 remain enthusiastic,” note the Emerging Markets Debt team at Eaton Vance, a global investment manager. Thus far, the answer is an emphatic yes. “Through the […]

continue reading

5 Innovation platforms investors shouldn’t miss in 2019

From

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 fears continuing to unnerve equity markets were slower economic growth globally, trade tensions, Fed tightening, and a flattening yield curve. Exacerbating concerns was a loss […]

continue reading