Threadneedle US equities update

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US market sentiment has been dominated by macroeconomic and political factors recently.  Investor concerns about European sovereign debt and political inertia on both sides of the Atlantic have damaged risk appetite. Meanwhile, an apparent slowdown in economic activity in the US and elsewhere has led to downgrades in corporate earnings expectations. Injections of liquidity into […]

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Russell: China & India equity market valuations now offer attractive entry point

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The global slump in equity markets, which continues to cheapen regional stocks, has provided investors with an attractive case to buy equities in two of the region’s most contentious markets, China and India, according to Andrew Pease, Russell Investment’s Chief Investment Strategist Asia-Pacific and author of the latest Asia Market Commentary. According to the report, […]

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Centuria supports disclosure benchmarks for unlisted property

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Centuria Property Funds has supported ASIC’s initiative to improve disclosure in the unlisted property sector with the property group leading the industry in implementing internal benchmarks to protect the rights of its investors. The ASIC Consultation Paper 163: Unlisted Property Schemes sets out eight benchmarks to improve the level, comparability and consistency of disclosure for […]

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Oliver’s Insights: Can gold keep going higher?

Gold is one asset that has come through recent turmoil pretty well. But why is it doing so well? Is it a forewarning of inflation to come, or is it telling us something much more serious? Can it be sustained? Is it something investors should have in their portfolios? Why the historical fascination with gold […]

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Two-strikes rule puts remuneration practices in the spotlight

More companies are choosing to focus on remuneration practices following the introduction of the controversial ‘two-strikes’ rule allowing shareholders to force a boardroom spill, according to the latest AMP Capital Corporate Governance Report. The half year report looks at the impact of the rule, passed this year by Parliament, which gives shareholders the right to […]

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Investors increasing allocation to global unlisted property

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Australian investors are planning to increase their allocation to global non-listed property by as much as 34% in the next two years as they grapple with supply constraints in the local market and need for diversification, according to new research. The groundbreaking research was conducted by Russell Investments, the Asian Association for Investors in non-listed […]

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Oliver’s Insights: Why yield matters

The renewed turmoil of the last month or so has provided a reminder that we are in an investment environment of constrained capital growth and increased volatility. This is likely to persist for several years as the US and Europe work through the aftermath of the global financial crisis and the public debt problems they […]

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Time to go global, advisers told

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Leading international asset manager, Threadneedle Investments, has called on Australian advisers to think outside the local equities box and ask their clients to consider the merits of a ‘borderless, active approach’ to global investment instead. The call came during the Certitude Global Investments national adviser roadshow where Threadneedle and its global equities offering was introduced […]

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Don’t overestimate the market downturn

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Investors shouldn’t overestimate the impact that the recent downturn in the financial markets had on their portfolios, Sharesight Managing Director Andrew Bird urged today. “Many investors consider the performance of their share portfolios only in the context of changes to the stock price,” Mr Bird said. “Investors should instead concentrate on understanding the true performance […]

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