Which beta is better?

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Infrastructure investing is increasingly popular within retirement savings plans and it’s easy to understand why. An allocation to infrastructure can potentially deliver lower volatility and a higher dividend yield than... Read more continue reading

30 years of investment lessons from Japan, and the implications for real estate

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Imagine a person of prime working age (~40 years old) seeking investment advice for long-term financial security, and ultimately, a comfortable retirement. The potential investment advice may look something like... Read more continue reading

Ongoing US-Iran tension could boost energy stocks despite lacklustre global outlook

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Financial markets’ quick recovery following US-Iran tensions may be short lived and punish investor returns, though a renewal of tensions could increase the appeal of energy stocks. Principal Global Investors... Read more continue reading

Global equity outlook 2020

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Focusing on Future Quality through the noise By the end of last year it looked like a combination of central bank policy error and political uncertainty was about to end... Read more continue reading

Lonsec helps investors through the ESG maze

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Lonsec has partnered with specialist data provider Sustainable Platform to enable its research users to assess the social and environmental sustainability of their clients’ investments. Lonsec will continue to assess... Read more continue reading

Quantitative investment delivers positive investor outcomes

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The essence of a quantitative investment approach is straight-forward: it is the utilisation of rational economic and fundamental investment insights in a disciplined and consistent fashion. In this article from... Read more continue reading

Value investing can benefit from low interest rate environment

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The last 20 years have seen global fund managers who favour growth style investing outperform their value counterparts. A key driver of this outperformance has been the falling interest rate... Read more continue reading

Cold War 2.0 and its implications for global markets

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Bill Priest, CEO, co-CIO and portfolio manager of Epoch Investment Partners (Epoch) recently visited Australia to share Epoch’s world view with financial advisers and in particular, the potential impact of... Read more continue reading

Perpetual Corporate Trust extends Perpetual Business Intelligence Platform with new digital securitisation and treasury solutions

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Perpetual Corporate Trust (PCT) recently launched two new capabilities under its Perpetual Business Intelligence (Perpetual BI) digital platform – Securitisation Intelligence and Treasury Intelligence. This is in addition to the... Read more continue reading

Country focus comes to the fore in emerging markets

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It’s been a great year for emerging markets (EM). Through the third quarter, the major EM debt indexes were up sharply, as a lot of things have come together for... Read more continue reading