The investment case for climate

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While the world has been preoccupied with the COVID-19 pandemic, another epidemic has emerged alongside it: the accelerating rush among nations and corporations to announce carbon reduction targets to address... Read more continue reading

Institutional asset management fees have fallen significantly across asset classes

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A new study from bfinance, the independent investment consultancy, has revealed that institutional asset management fees have fallen significantly in a number of asset classes – particularly certain ESG or... Read more continue reading

Credit risk versus interest rate risk

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The concept of diversification has long underpinned modern portfolio theory and the widely adopted 60/40 approach to portfolio construction. At its most basic, this approach allocates 60 percent to growth... Read more continue reading

Is long WALE really low risk?

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One of the many accepted truisms in real estate is properties with a long WALE (weighted average lease expiry) tend to be lower risk. The rationale is that during times... Read more continue reading

LICs and LITs experience growth in asset classes beyond Aussie equities

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As the Australian listed investment industry enters its 99th year, the sector is continuing to experience growth in the newer asset classes such as property, credit, and global equities. Over... Read more continue reading

Global infrastructure and global real estate set to shine

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Inflation is likely to remain transitory for the foreseeable future, but there are nevertheless some real opportunities for investors in global listed infrastructure and global listed real estate as they... Read more continue reading

Ninety-five percent of global insurers believe climate risk is investment risk

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A recent BlackRock study shows insurers representing US$27 trillion in assets are prioritising sustainable investing as concerns about climate change intensify, diversification to higher-yielding assets and technological transformation Insurers are... Read more continue reading

Australian dividends growing four times faster than the rest of the world, as local banks, miners boost global payout growth 

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Australian dividends have recovered from a challenging 2020, registering record payouts in Q3 according to the latest Janus Henderson Global Dividend Index. Australia’s concentration in banks and miners boosted its performance, as financials restored dividends... Read more continue reading

The tide is turning for dividend investors

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The most recent reporting season affirmed how the global COVID-19 pandemic impacted businesses and sectors in different ways and as expected, announcements of dividend payments for the next 12 months... Read more continue reading

The case for listed private equity – Part 3

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This article from PAN-Tribal Asset Management is the final of a three part series exploring the investment case for listed private equity. In the first of the series, listed public companies... Read more continue reading