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

Emerging Markets debt: A new hope, continues

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Investment flows in the Emerging Markets Debt have remained remarkably resilient – despite asset class volatility. “A big question for the sector’s 2019 performance will be whether investors continue to... Read more continue reading

5 Innovation platforms investors shouldn’t miss in 2019

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Summary During the fourth quarter, the MSCI World Index, S&P 500 and NASDAQ posted their weakest results since late 2008, pushing valuations to their lowest levels since 2014. Among the... Read more continue reading

Don’t worry, BBB happy – giving corporate leverage the sniff test

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Given bond ratings’ remarkable importance in securities markets today, the economics team at Payden & Rygel, manager of GSFM’s Payden Global Income Opportunities Fund, sat down to look at important... Read more continue reading

China A-Shares diversifying emerging markets investment universe, but with higher volatility

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The inclusion of China A-Shares in major indices will materially increase investment opportunities for active fund managers, according to Zenith. China A-Shares are a class of stocks listed on two... Read more continue reading

Dividends to rise to record this year

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While Australian share prices fell over the past year[1], many investors are unaware that that total dividends increased almost 8% in dollar terms from calendar 2017, according to Plato Investment... Read more continue reading

CIO Insights: Bonds perform for portfolios in the final quarter of 2018

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In 2018, many Australian investors missed a cornerstone defensive allocation that diversified risk when the rest of portfolios struggled. According to Bloomberg, major global equity markets returned -6% to -25%, global... Read more continue reading