Zurich Investments Global Growth Opportunities SMA Receives Lonsec “Recommended SMA” Rating in initial review

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Zurich Investments has announced its Global Growth Opportunities Separately Managed Account (SMA) has been recognised by Lonsec with a “Recommended SMA” rating. The Global Growth Opportunities SMA was launched in... Read more continue reading
24 Jul 2020

Institutional investors accelerate use of Fixed Income ETFs, driving record growth

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Global fixed income exchange-traded funds (ETFs) grew 30% in the past twelve months, driven by increased investor appetite for liquid, transparent, and efficient access to the bond market. Fixed income... Read more continue reading
22 Jul 2020

Second quarter EM debt rebound presents selective opportunities for investors

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The second quarter represented a dramatic rebound for financial markets, including Emerging Markets (EM), after the severe sell-off in March. COVID-19 continues to pose a generational challenge to the lives... Read more continue reading
22 Jul 2020

Global small caps – An underappreciated and underutilised alpha sleeve

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Many investors and advisers recognise that a diversified portfolio should include an allocation to equities across the market capitalisation spectrum. This allows investors to capture the “small-cap premium” which has... Read more continue reading
20 Jul 2020

The attractors and detractors of FY 20 – a year of lockdowns and zoom meetings

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FY20 will be remembered for lockdowns, Zoom meetings, and the fastest bear market in history driven by the global COVID-19 pandemic. For the 12 months to June 30 the ASX200... Read more continue reading
20 Jul 2020

The Long and The Short #1 – The yield hunt

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With winter in full swing, investors are going on a yield hunt. Central banks are increasingly controlling volumes and prices as they attempt to set the shape of yield curves.... Read more continue reading
17 Jul 2020

Aviva Investors sees an uncertain recovery to a ‘new normal’

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(Sydney) Aviva Investors, the global asset management arm of Aviva plc, expects economic activity to continue to revive in the second half of the year, as lockdown measures imposed to... Read more continue reading
15 Jul 2020

Company debts soared to a record A$12.0 trillion by January 2020, even before pandemic struck, and will jump by a further A$1.45 trillion this year

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Key Points Company borrowings around the world surged to a record A$12.0 trillion in 2019, up 8.1% year-on-year, the fastest increase in at least 5 years Companies borrowed to fund takeovers, share... Read more continue reading
14 Jul 2020

Factor investing in action, across regions, cycles and asset classes

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In article one of this two-part series Factor investing – an introduction[1], we introduced the concept of factor investing, exploring its origins and academic basis, the nature of commonly used... Read more continue reading
13 Jul 2020

New study reveals you can predict when interest rates will rise

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Can interest rate moves – and therefore bond returns – be accurately predicted? This question has intrigued finance academics and practitioners for decades, as government bonds represent one of the... Read more continue reading
10 Jul 2020