Opportunities persist for Australian fixed income investors

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Anthony Kirkham, Portfolio Manager for the Western Asset Australian Bond Fund, presents his views on the Fund’s recent performance and outlook in a recent podcast.[1] Mr Kirkham notes in the... Read more continue reading

UK real assets expected to offer better growth potential as economies reopen

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UK real assets are expected to offer investors better growth prospects relative to continental Europe, according to the latest edition of the Real Assets House View by Aviva Investors, the global... Read more continue reading

Ebury Australia launches FX options to meet sophisticated needs of exporters and importers  

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Ebury, the global non-bank leader in cross border finance for SMEs, has launched foreign exchange (FX) options to broaden its market-leading Australian product suite and meet the needs of its increasingly sophisticated... Read more continue reading

Gold demand grows as investors seek a safe haven

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Investors are witnessing a decoupling of the relationship between gold’s fair value and US real yields, as concerns over the Ukraine war and high, persistent inflation prompt investors to put... Read more continue reading

Emerging markets – a positive long term outlook

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Emerging markets (EM) have complicated governance structures, evolving macroeconomics and immature institutions, which leads them to be dynamic, complex and their stocks volatile. This is good news because it creates... Read more continue reading

Australia, the lucky country again?

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We may have been extremely unlucky with the unforgiving weather plaguing the East Coast of Australia this year. However, on the economic front we are by many measures in a... Read more continue reading

Real assets with pricing power will beat inflation’s margin drag

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Recent earnings season revealed a shift in the business community’s thinking about inflation, with many company executives now expecting the rate of growth in inflation to accelerate through the rest... Read more continue reading

Aviva Investors expects growth to slow in 2022 but inflation to remain high

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Aviva Investors, the global asset management business of Aviva plc (‘Aviva’), expects global growth to slow in 2022 but remain robust. World GDP growth is likely to be around four per cent... Read more continue reading

Infrastructure’s pathway to net-zero

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As the world attempts to move towards carbon neutrality, companies and fund managers are facing increased scrutiny regarding emission levels. Unsurprisingly, listed infrastructure’s level of carbon intensity is higher than... Read more continue reading

Inflation and Russia-Ukraine Crisis causes shift in ESG approach, asset class exposures: Investor snap poll

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Key points: Nearly half of investors had direct exposure to Russia heading into Q1 2022, of which 45% have either fully exited or are trying to do so. 39% of... Read more continue reading