Long/short investing – a true conviction strategy

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A long/short equity strategy, as the name suggests, holds both long and short equity positions in its portfolio. In recent months there’s been a surge of flows into these strategies... Read more continue reading
13 Aug 2018

Not all investments will weather the ‘trade tension storm’ equally, says Principal

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The hardest pill for investment markets to swallow is the increasing uncertainty in the tone of global trade discussions and the doubt it introduces into business and consumer sentiment. That’s... Read more continue reading
10 Aug 2018

Responsible investments hit major milestone, tipping to over half of all Australian investments: New report

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Responsible investment in Australia has hit a major milestone, with a new report finding over half of all professionally managed investments in Australia are now invested as responsible investments. Environmental, social,... Read more continue reading
10 Aug 2018

Absolute return investing helps investors manage rising market risks

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Absolute return investing is a tried and tested investment approach that can help investors accumulate wealth whilst also avoiding some of the major downside risks in the market, although it... Read more continue reading
02 Aug 2018

China continues to offer strong infrastructure investment opportunities: RARE

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RARE Infrastructure, a specialist global listed infrastructure investment manager, notes that even though June was a difficult quarter for emerging market (EM) equities, Chinese renewables rallied strongly during the quarter,... Read more continue reading
31 Jul 2018

How can Artificial Intelligence be harnessed in an investment portfolio?

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Artificial Intelligence (AI) describes programming computers to perform tasks that traditionally require human intelligence. The current stage of AI is known as deep learning where artificial neural networks allow sophisticated... Read more continue reading
25 Jul 2018

As high yield bond goes global, it’s time to look more closely at this asset class

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Since the Global Financial Crisis (GFC), investors have operated in an era of low interest rates which have helped fuel strong growth in equities. The strong rally has even lead... Read more continue reading
23 Jul 2018

Emerging markets and infrastructure – a natural partnership

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Emerging market (EM) economies are expected to grow rapidly over the next 30 years, attracting huge infrastructure investment. EMs and infrastructure are natural, complementary investment partners. Rapidly growing EM economies... Read more continue reading
18 Jul 2018

Global small caps do some heavy lifting

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Australian investors and financial advisers have long understood the benefits of adding Australian small cap funds to a diversified portfolio. Those same benefits apply to global small caps – and... Read more continue reading
18 Jul 2018

How do rising rates affect fixed-rate bond returns?

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Assuming an easing in current global trade war concerns, it still seems likely that global long-term bond yields will rise rather than fall somewhat over the next year or so.... Read more continue reading
12 Jul 2018