Dividends, here and overseas, rose in first quarter

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Dividends across developed markets rose strongly in the first quarter of this calendar year, according to research by Plato Investment Management. “Global dividends grew 19% to $A510 billion in the... Read more continue reading

Modern Monetary Theory, and why you’re about to hear a lot more about it

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If you’re paying attention to US politics, you may be aware of an emerging new[i] economic theory supported by many US Democrats, including Congress ‘freshman’ Alexandria Ocasio-Cortez. This economic framework... Read more continue reading

Global listed infrastructure – a growth engine for the next decade

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Infrastructure as an asset class is increasingly on the radar of investors and their advisers. Sarah Shaw, Chief Investment Officer and Global Portfolio Manager from 4D Infrastructure, a Bennelong boutique, examines... Read more continue reading

Australia’s new sustainable finance initiative

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The leaders and senior executives of Australia’s major banks, superannuation funds, insurance companies, financial sector peak bodies, civil society and academia are coming together to set out a roadmap for... Read more continue reading

Looking back, gazing forward

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On his recent trip to Australia we asked Danton Goei, 20-year veteran of Davis Advisors[1] and Portfolio Manager of the PAN-Tribal Global Equity Fund, to share his insights about what... Read more continue reading

Economic outlook – cautiously constructive

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Late last month John Tobin, managing director and portfolio manager with Epoch Investment Partners, visited Australia. He came prepared to share Epoch’s macro outlook with financial advisers around the country,... Read more continue reading

ESG engagement driving major change in corporate practices

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Måns Carlsson-Sweeny, Head of ESG Research at Ausbil Investment Management, said 2018 was a significant year in terms of ESG developments for Australian businesses. “Over the year we saw the... Read more continue reading

The future of unlisted infrastructure

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Sophisticated investors increased their exposure to unlisted assets last year in their quest for more consistent returns, resulting into record capital flowing into infrastructure funds. Investors allocated US$85 billion to... Read more continue reading

Rejuvenated China – Shares poised for sustainable rally

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New Beginning After a Lost Decade The sharp rebound in Chinese stocks so far this year has surprised many investors. Notwithstanding the false dawn in first half of 2015, when... Read more continue reading

Fixed vs. floating rate funds: The winner is clear

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Are floating rates sunk? Looking back over the past 12 months, there was not a single period that floating rate credit outperformed for the year. Even ignoring fees and active... Read more continue reading