Active management essential in changing economy

From

Conditions remain ideal for active equities management as the economy changes, according to a table-topping equities manager, who says ‘choppy’ conditions and increased corporate activity is creating good buying opportunities.... Read more continue reading
23 Apr 2021

The fund manager 2.0 needs to know more than maximising alpha

From

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... Read more continue reading
22 Apr 2021

The benefit to investors of buying real assets through fractional investment

From

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... Read more continue reading
19 Apr 2021

Aviva Investors projects a strong growth outlook with upside risks

From

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... Read more continue reading
15 Apr 2021

Emerging market debt – a new frontier

From

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... Read more continue reading
01 Apr 2021

Australian Bond volatility: what happened and is it a sign of things to come?

From

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... Read more continue reading
26 Mar 2021

Invest in the dividend recovery

From

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... Read more continue reading
24 Mar 2021

Moore’s Law and the race for the rest of the chessboard

From

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... Read more continue reading
18 Mar 2021

Resetting the cycle – The old normal

From

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,... Read more continue reading
17 Mar 2021

Emerging market equities: Same storm, different boats

From

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... Read more continue reading
17 Mar 2021