To be successful in the changing asset management environment, fund managers need to continuously reinvent themselves. In the past, they had to deal with globalization and quantification, and are currently being impacted by the use of big data and machine learning. Developments in sustainable investing are requiring the fund manager of the future to adapt... Read more continue reading
22
Apr
2021
Covid highlights the retiree dilemma If you are looking for one word to describe 2020, volatility would seem to fit the bill. Every aspect of our lives, whether it be financially, socially, or work, was like a roller coaster ride. Into lockdown, out of lockdown, especially in Victoria. Often isolated from family or close friends.... Read more continue reading
19
Apr
2021
Aviva Investors, the global asset management business of Aviva PLC, sees a potent combination of economic drivers underpinning a strong global recovery in 2021, resulting in an above-consensus outlook for growth. Although uncertainties remain, the COVID pandemic is passing, and successful roll-outs of vaccination programmes are allowing economies to reopen. Pent-up demand, large savings buffers... Read more continue reading
15
Apr
2021
One of the key implications of COVID has been the growth in government debt issuance globally and the coordinated quantitative easing programs across central banks. As government bond yields across the globe continue to grind lower (despite a recent uptick), the ‘search for yield’ thematic has accelerated, as advisers seek more innovative ways to generate... Read more continue reading
01
Apr
2021
Over the last couple of weeks, global bond markets experienced levels of volatility not seen since March last year when the pandemic hit. The moves in yields were severe, rocking bond investors as prices fell precipitously, and bond funds globally recorded negative returns for the month of February. While Australia tends to follow global markets,... Read more continue reading
26
Mar
2021
With the recovery in dividends underway, it is important for investors selecting shares for an equity income portfolio to keep in mind that they need to choose stocks that are likely to pay a growing dividend over time and not just those stocks with a current high yield, according to DNR Capital, a leading Australian... Read more continue reading
24
Mar
2021
Gordon Moore, the famous founder of Intel, set forth his prediction in 1965 that the number of transistors per silicon chip should double every two years. In this this paper from GSFM’s investment partner, equity income specialists Epoch Investment Partners, Moore’s Law[1] and its support of the semiconductor industry is examined. Thanks to human ingenuity... Read more continue reading
18
Mar
2021
For mostly obvious reasons, 2020 was the wildest year in recent memory for the global economy and markets across all asset classes. We saw markets fall and economic activity collapse, only to rebound in the space of months, buoyed by record amounts of monetary and fiscal stimulus. As we begin 2021, the market’s focus has... Read more continue reading
17
Mar
2021
Daniel J. Graña, CFA, Emerging Market Equity Portfolio Manager at Janus Henderson, explains how north Asia countries were able to navigate the COVID-19 pandemic with relative success while other emerging markets (EM) entered the crisis ill-prepared, especially with respect to government finances. The roughly one-year anniversary of the COVID-19 pandemic offers an opportune time to... Read more continue reading
17
Mar
2021
Not acting swiftly on energy transition means the world will struggle to achieve any real economic growth in the coming years, according to AXA Investment Managers (AXA IM). Mr Chris Iggo, Chief Investment Officer, AXA IM Core Investments, said the world has a great need for economic growth coming out of the pandemic as concerns... Read more continue reading
08
Mar
2021
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