Is the cash drag really such a drag?

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The proliferation of open-ended funds for illiquid assets has increased the attractiveness of private assets for many investors, and despite concerns around the cost of this increased liquidity, research shows... Read more continue reading

Super facts to support your client conversations

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By the end of 2022, Australians had amassed $3.4 trillion in superannuation assets[1]. As a greater number of Australians join funds, the rules that govern contributions, tax, super caps and... Read more continue reading

Alphinity and CSIRO partnership to help investors navigate the responsible application of artificial intelligence

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Boutique active equities fund manager, Alphinity Investment Management (Alphinity), has unveiled a partnership with Australia’s national science agency, CSIRO, to develop a framework to help the investment community assess responsible... Read more continue reading

Bank to the future – Do recent bank failures in the US and Europe herald worse to come?

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First Republic Bank, the most recent bank to fail in the US, is the second largest bank failure in US history. It comes after the failures in March and April... Read more continue reading

Four key changes relevant to responsible investors today

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Calvert, a leader in responsible investing, and part of Morgan Stanley Investment Management, believes long-term responsible investors focused on risk management and opportunities must consider material changes impacting four key... Read more continue reading

Indian assets poised for growth

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Key points India’s economic and demographic outlook points to strong growth over the next decade and suggest Indian equities could over-perform main equity markets. Investment is expected to drive the... Read more continue reading

Cycle likely to be turning in favour of bonds in 2023 as monetary policy bites

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Fixed income is set to be a standout asset class in 2023, both in absolute terms and relative to other assets, according to Schroders Australia head of fixed income, Stuart... Read more continue reading

bfinance insights into multi-manager strategies for alternative investing

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Institutional investor demand for an increasingly wide variety of non-traditional asset classes and sectors has driven the expansion of multi-manager alternative investment strategies, particularly within private markets. These offer diversification... Read more continue reading

Climate – Three tailwinds converge to support the investment case

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Climate change is one of the most pressing issues of our time, and it’s clear that serious action is required to address it. One way to make a difference is... Read more continue reading

Are emerging markets rebounding and what is the current investment case?

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Recently, I’ve often been asked the questions, ‘Are emerging markets (EM) rebounding? or ‘What’s the current investment case for emerging markets? To answer, I look to the same three key... Read more continue reading