The resilience of dividends in volatile markets

From

With interest rates around the world hovering around historical lows, investor appetite for alternative income sources, particularly dividends, has increased markedly. Although some investors might be fearful of dividends being... Read more continue reading

Will the US yield curve invert?

From

And what will that tell us about the economy, equities and real estate? It’s been 10 years since the global financial crisis tore through markets in the months surrounding the... Read more continue reading

Have we learned the lessons of the GFC?

From

Brad Boyd, senior vice president with fixed income specialist Payden & Rygel, was in Australia recently and shared a range of insights with advisers around the country. In this article,... Read more continue reading

Calvert welcomes publication of standards from the Sustainability Accounting Standards Board (SASB)

From

What the SASB standards mean for investors? Calvert Research and Management, a leader in Responsible Investing and an affiliate of Eaton Vance, believes the competitive functioning of securities markets requires that companies... Read more continue reading

BlackRock 2019 Asia Investment Outlook

From

BlackRock investment professionals have set out their investment outlook for 2019 on the Asian equities and credit markets. The year 2019 could be this year’s mirror image when risk assets... Read more continue reading

Theresa May’s Brexit steeplechase has only just begun: an investor’s perspective

From

Franklin Templeton Fixed Income Group The UK government has largely come together behind a European Union (EU) withdrawal deal UK and EU negotiators have agreed to. But UK Prime Minister... Read more continue reading

Investing for the long term – ‘future quality’ companies

From

This paper discusses the belief that investing in ‘Future Quality’ companies will lead to outperformance over the long term. Drawing on academic evidence, it outlines the three fundamental concepts which... Read more continue reading

Mobile adoption curve and 5G – a unique opportunity in global listed infrastructure investment

From

Communications infrastructure, a sub-segment of the infrastructure asset class, is enjoying rapid growth driven by a huge expansion in data demand. For global listed infrastructure in particular, there is a... Read more continue reading

In the AI age, active managers making smart human decisions will win

From

Summary One of the pleasures of getting older is that you start to have proper grown-up conversations with your children. Recently, one of my daughters started her first job, which... Read more continue reading

Global themes in a tech driven world

From

In a recent series of presentations to advisers in Australia, industry veteran Epoch’s CEO and co-CIO Bill Priest, discussed the new world order, in which bits replace atoms, tech is... Read more continue reading