Fidelity International launches global long short fund in Australia

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Fidelity International has launched the Fidelity Global Long Short Fund in Australia, managed by London based Portfolio Manager Dmitry Solomakhin. The actively managed global equities fund adopts a long short strategy and... Read more continue reading

The value of advice – appropriate asset allocation

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Advisers are never more important than during periods of significant change. As the macro backdrop continues to evolve and volatility reigns, the need for advice and reassurance of clients is... Read more continue reading

Federation shores up its presence in social infrastructure sector

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Federation Asset Management Pty Ltd (Federation), an Australian private equity investment manager, notes there is an estimated $10 billion of investment opportunity in the social infrastructure space with over 20,000... Read more continue reading

Global mid-caps offer attractive returns for equity investors

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Investors seeking exposure to global equity markets shouldn’t ignore mid-cap companies which offer the opportunity for superior returns and superior risk adjusted returns, says Maroun Younes, co-portfolio manager of the... Read more continue reading

Credit chronicle: Rate moves dominate but divergence shines through

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While the third quarter began on a positive note, with a less hawkish tone from the US Federal Reserve stoking hopes of an imminent end to the rate-hiking cycle, a... Read more continue reading

Soft landing scepticism warranted as macro cracks emerge

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Investing and mountain climbing are both judged by the ability to move higher, notes Jeff Schulze, Director and Head of Economic and Market Strategy at ClearBridge Investments, a global investment... Read more continue reading

Navigating the shifting EM debt landscape

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Thomas Haugaard, Portfolio Manager, discusses shifts in the emerging markets debt hard currency investment landscape and the team’s investment thoughts on navigating the asset class in an uncertain global environment.... Read more continue reading

Insync uncovers flaws in passive versus active debate

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A White Paper (the Paper) published by Insync Funds Management (Insync) says the industry has taken at face value the argument that passive outperforms active, but a deeper dive indicates this is... Read more continue reading

AI mania driving investment decisions, but don’t forget fundamentals

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2023 has seen AI mania captivate investors, as a year-to-date bull run in global equities has been fuelled by rampant speculation on the future growth implications of the technology’s broad... Read more continue reading

Impax launches Global Opportunities Fund for Australian investors

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Impax Asset Management (“Impax”), a specialist asset manager focused on the transition to a more sustainable economy, has launched its Global Opportunities Fund in Australia, responding to increasing demand from... Read more continue reading