Oliver’s insights: crunch time for the Australian economy

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This edition of Oliver’s Insights looks at the impact of the mining boom and interest rates on the Australian economy in 2014 . The key points are as follows: With the fading of the... Read more continue reading

Real assets, debt and equity finding favour as ‘risk gets personal’

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The years of continuing fallout and uncertainty following the global financial crisis are finally resolving into some clear patterns of investor behaviour. This was a key finding of the annual... Read more continue reading

Emerging market equities continue to appeal

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In a Q&A released by Principal Global Investors, Mihail Dobrinov, Portfolio Manager and Head of Emerging Market Equities discusses the recent divergent results across developed markets and emerging markets and... Read more continue reading

Inflation linked bonds are original outcome driven investment: Ardea

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The current industry buzz term – outcome driven investing – is not a new concept and has existed in Australia in the form of Inflation Linked Bonds (ILBs) for 30... Read more continue reading

Oliver’s Insights: worries about sharemarket volatility

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This edition of Oliver’s Insights looks at the recent volatility and correction in share markets. The key points are as follows: After strong gains shares were due for a correction. Worries about... Read more continue reading

Misunderstanding about fixed income may lead to loss

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Altius Asset Management has warned there is a risk of losing a generation of fixed interest investors who may become disillusioned with returns. “With yields at historically low levels, investors... Read more continue reading

Global institutional investor allocations to infrastructure and real estate to rise

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Institutional investors are most likely to continue to increase allocations to alternative asset classes, especially direct infrastructure, private equity and listed real estate, according to the AMP Capital Institutional Investor... Read more continue reading

Russell cautions on “squeeze play” as investors push into riskier assets in hunt for yield

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With markets likely to remain in a lower-return, higher volatility mode for the remainder of 2013, Russell Investments is advising investors to use a multi-asset portfolio approach to mitigate the... Read more continue reading

New multi-asset Fund targeting equity like returns with lower volatility – now live

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Global asset manager Russell Investments has launched the Russell Multi-Asset Growth Strategy Fund (MAGS) to meet increasing demand from investors for sustainable growth with lower volatility. The launch is an... Read more continue reading

Oliver’s Insights: Risk on, risk off

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This edition of Oliver’s Insights looks at the phenomenon of “risk on/risk off” that has seen listed growth assets like shares, corporate debt, commodity prices and the Australian dollar move... Read more continue reading