Field of screens: why eSports are the next frontier in global sport

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The economics team at Payden & Rygel, manager of GSFM’s Payden Global Income Opportunities Fund, delves into the world of eSport, potentially the next great driver of consumer markets. It’s... Read more continue reading

Global equities – Three key questions for 2017

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Q1. With global equities almost back to new highs, should we treat this as a sign of optimism or a cause for concern in 2017? Some of the key changes... Read more continue reading

Political uncertainty makes gold great again

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The gold price has surged back above US$1,200 per ounce as investors have poured back into the safe haven asset to protect themselves against uncertainty from Trump’s failure to provide... Read more continue reading

Smaller IPOs deliver best returns in 2016: OnMarket report

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Smaller initial public offerings (IPOs) easily outperformed larger IPOs on the Australian Securities Exchange (ASX) in 2016, while company floats as a sector delivered much better returns than the broader... Read more continue reading

PIMCO’s Asset Allocation Outlook 2017: Tails and Transitions

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PIMCO has released Tails and Transitions, a paper that looks at PIMCO’s outlook and investment views for asset classes around the world. Key Points: Looking forward to 2017, we expect a highly... Read more continue reading

Institutional investors put cash to work in 2017 – BlackRock study

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Large institutional investors are set to put cash to work in 2017, a BlackRock survey has found. One in four (25%) institutions surveyed intend to decrease their cash allocations during... Read more continue reading

What does Trump’s first week say about the unorthodox future ahead?

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Due to the lack of a filibuster-proof Senate majority, Trump was never likely able to get much passed through Congress except for revenue-neutral budget bills, but he will clearly continue... Read more continue reading

An All Black performance… just not in rugby!

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The New Zealand ‘All Blacks’ rugby team have a long and deserved history of excellence as one of the world’s truly elite sporting franchises. Over the past decade, the New... Read more continue reading

Rural property – the next investment frontier?

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Property has long formed the backbone of many investment portfolios; it’s an asset class that’s tangible, one that is familiar. Many investors have done particularly well with exposure to residential... Read more continue reading

The big rewind

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Two investment experts from Epoch Investment Partners, manager of the Grant Samuel Epoch Global Equity Shareholder Yield Funds, share their insights about 2017. In this article, Bill Priest, CEO and... Read more continue reading