Portfolio return objectives challenged by inflation

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Markets appear to have trust in central banks’ ability to ‘get the job done’ but there are risks to this view, according to Damien Hennessy, head of asset allocation with... Read more continue reading

Time to take a fresh look at unlisted asset risk

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Evergreen Consultants has called on the investment management industry to move away from a narrow focus on standard measures of risk and adopt new approaches to give superannuation fund members... Read more continue reading

Warehouse investing in focus

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Shares in the “Big 4” banks have been important investments for Australians both pre and post retirement for a long time. Table 1 shows the extent to which self-managed super... Read more continue reading

The value in securing critical mineral supplies

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ESG forms an integral part of our process when looking at resource companies within our investment universe. Our in-depth analysis extends to ESG issues facing the global sector which can... Read more continue reading

Investors showcase shift in fixed income strategies amid search for higher returns

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State Street Global Advisors, the asset management business of State Street Corporation (NYSE: STT), has announced the results of a global survey of institutional investors on how they view the... Read more continue reading

Global insurers are future-proofing portfolios amidst shifting markets

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Global insurers are innovating their investment approaches amidst rapidly changing market conditions this year, focusing on resilient portfolio construction, liquidity management, and integrated technology, according to BlackRock’s 11th annual Global Insurance Report.... Read more continue reading

CPI target-based investing – it’s the real thing!

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With Australia experiencing its highest inflation levels since the early 1990s, advisers face a common problem – how to maintain the purchasing power of client portfolios and deliver a level... Read more continue reading

Risks in investing in the energy transition

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Renewable energy companies are the typical ‘go-to’ exposure for the multi-generational thematic of energy transition. However, some renewable energy investments can carry higher risk. An alternative way to play this... Read more continue reading

AXA IM Alts leads $26m financing round into Maternal Newborn Health Innovations to support safe childbirth globally

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AXA IM Alts, a global leader in alternative investments with over €190 billion (c. $190 billion, USD) of assets under management,[1] has announced its investment of $24 million (USD), the... Read more continue reading

Economy slowing as cracks appear in corporate profits ahead of 2023

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Corporate forecast profits remain stable after a resilient reporting season but there is some evidence of cracks forming, according to ECP Asset Management’s partner, Damon Callaghan. Callaghan said that the... Read more continue reading