Market complexity and shift to alternatives turns global insurers to outsourced portfolio management

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Global insurers are turning to alternatives to fill the void left by meager bond returns over the past decade of ultra-low interest rates, reveals Natixis Investment Managers’ global survey of... Read more continue reading
27 Nov 2019

Examining the value of healthcare cost containment

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Nikko Asset Management’s global equities team has an investment philosophy that’s centred on the search for Future Quality in a company. Future Quality companies are those that are able to... Read more continue reading
20 Nov 2019

Negative bond yields – What does it mean, and what’s the end game?

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Since the beginning of this year, financial markets and expectations have turned decidedly bearish. Concerns about a Sino-US trade war, along with the so-called ‘inversion’ of the US yield curve,... Read more continue reading
19 Nov 2019

Infrastructure debt – the asset class of the moment

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Following AMP Capital’s record US$6.2 billion fundraise, which brought in commitments from 86 institutions in less than a year, Andrew Jones, Global Head of Infrastructure Debt, explains why infrastructure debt... Read more continue reading
14 Nov 2019

ESG is moving into the mainstream but challenges persist

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State Street Global Advisors, the asset management business of State Street Corporation (NYSE: STT) has published major new research outlining the key push and pull factors for environmental, social and... Read more continue reading
14 Nov 2019

Advisers should rethink “bucket strategy” in low interest rate environment

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Advisers need to rethink their “bucket strategy” in light of the historically low interest rate environment, and consider changes to cash buckets in order to generate more return for their... Read more continue reading
07 Nov 2019

Asset allocation – the driver of portfolio returns

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Modern Portfolio Theory, pioneered by Harry Markowitz in 1952, introduced investors to the risk/return trade-off. It focused on how investors can construct a portfolio to maximise expected return for a... Read more continue reading
28 Oct 2019

Beyond the conflict, we see solutions

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It has been 50 years since the start of what is locally called ‘The Troubles’—a civil war in Northern Ireland that over a 30-year period lead to the death of... Read more continue reading
11 Oct 2019

When sustainable practices yield sustainable profits

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A recent research study from Charles M. Williams Professor of Business Administration at Harvard Business School George Serafeim, conducted in collaboration with Calvert Research and Management, examined about 3,800 companies... Read more continue reading
10 Oct 2019

Blitzscale and hope – unicorns, IPOs and the fear of repeating the late 1990s

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The current hype about two-sided digital platforms, blitzscaling and winner-takes-most markets has fuelled a surge in IPO listings. It is perhaps unsurprising that this exuberance, especially when combined with inordinate... Read more continue reading
30 Sep 2019