It’s good to talk

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‘It’s good to talk’ was an award-winning 1990s advertising campaign for BT, fronted by the wonderful and much-missed British actor Bob Hoskins, in which Bob tried to convince Britain’s taciturn... Read more continue reading

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

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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

DB Results disrupts insurance industry with innovative Policy Administration Solution

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Designed in collaboration with industry experts, leading Australian consulting and technology company, DB Results, has developed, delivered, and implemented the first cloud-native, low-code, and low-complexity Policy Administration System (PAS) for... Read more continue reading

China – what’s next and what will it mean for Australian stocks?

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Equity Trustees Asset Management analysts recently visited China and discovered that the economy there is not as bad as some people are suggesting – and identified developments that will have... Read more continue reading

ASIC review finds insurers can and should improve claims handling

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ASIC is calling on general insurers to improve their claims handling practices and resourcing after a review of home insurance claims found weaknesses across five key areas. ASIC’s Report 768 Navigating the... Read more continue reading

The role of Global Environment within a global equity environment

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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

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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

Private credit opportunities rapidly growing in Asia

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Asian private credit markets are nascent in their development and will almost certainly follow the growth path experienced in the US and Europe, affording good opportunities for those investors who... Read more continue reading

Thinking about the cycle

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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

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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