New investment opportunities arise in the changing inflation and growth climate: Franklin Templeton

From

Franklin Templeton, a global investment manager, says that although inflation will continue to be an issue for the next 6–12 months and the global economic recovery is uneven, there are... Read more continue reading

The role of Global Environment within a global equity environment

From

A new whitepaper, attached, discusses what a decarbonisation strategy benchmarked against MSCI ACWI can offer those with a diversified global equity portfolio, something different in terms of portfolio composition and... Read more continue reading

Outlook on Europe – Summary

From

As Europe enjoys summer, it does so in the knowledge that European equities performed solidly over the first half of 2023. Not all good things last however, and European equities... Read more continue reading

Thinking about the cycle

From

Being an investor in listed global real estate has been tough of late. With expectations of a global recession caused by unprecedented interest rate increases, sentiment towards listed global real... Read more continue reading

From caution to risk on: investor behaviour turns dramatically in July

From

State Street Global Markets has released the results of the State Street Institutional Investor Indicators for July. The State Street Risk Appetite Index showed that long-term investors increased their holdings... Read more continue reading

Opportunities in private credit

From

Private credit continues to surge worldwide as traditional lenders take their focus away from smaller enterprises. This article from GSFM’s examines this trend in Australia and Asia and explores how... Read more continue reading

New frontiers – Australia’s retirement landscape (part three)

From

Parts one and two of this series examined the retirement landscape and the myriad of risks that face clients prior to and during retirement. In this third and final of... Read more continue reading

Hidden GEMs: Don’t dismiss EM debt

From

A disappointing decade in some areas of the asset class has left asset allocators questioning the investment case for EM debt. Grant Webster, Ninety One Co-Head of Emerging Market Sovereign... Read more continue reading

Why DNR Capital is positive on small caps in H2 2023?

From

DNR Capital, a leading Australian equities investment manager, says now is the time for investors to be positive on opportunities in the Australian small caps space. Sam Twidale, portfolio manager... Read more continue reading

Returns to the Office

From

The post-pandemic working-from-home trend and the impact of rising interest rates in many countries have focused media attention on what all this might mean for commercial property investment. If you... Read more continue reading