Central bank policy and rising interest rates a distraction for Australians

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Focusing on central bank policy is more of a distraction than anything else for Australians looking to purchase property, according to Chris Bedingfield, principal and portfolio manager of global real... Read more continue reading

“Knee-jerk” policies created rental crisis – PIPA

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Years of knee-jerk property policies and legislation created the current rental crisis, according to the Property Investment Professionals of Australia (PIPA). At the 2023 PIPA Brisbane breakfast seminar on Wednesday... Read more continue reading

University of Oxford and Insight Investment launch research prize for green finance

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The University of Oxford has announced a new research prize for greening finance, established with an endowment from Insight Investment, a A$1.2trn1 global asset and risk manager. The ‘Insight Investment... Read more continue reading

What does 2023 hold for Asian emerging market equities?

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Economic dynamics in Asia provide enormous opportunities to create alpha from stock picking – is 2023 the ‘year of the rabbit run’? This article from GSFM’s investment partner Man GLG,... Read more continue reading

What does the future hold for the next generation of investors?

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For a couple of reasons, the recent publication of the Credit Suisse Global Investment Returns Yearbook had me thinking about my kids. The first is personal. The report’s launch was... Read more continue reading

Rate uncertainty, bank collapses adding to sector dispersion

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Interest rate uncertainty is driving a high level of market volatility and sector returns dispersion as investors grapple with how fast and for how long central banks will raise rates,... Read more continue reading

Liquidity in private markets – Is all rainfall good?

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A key asset allocation trend in the adviser/wholesale market is the use of private market strategies in client portfolios, to enhance returns and lower portfolio volatility.  Private market funds include... Read more continue reading

House of cards or grand design?

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Introduction Few financial market topics raise such passion and debate as the Australian housing market. There are ample points that both support and undermine the argument that the market is... Read more continue reading

Janus Henderson meets demand for sustainable credit

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Janus Henderson Investors (ASX / NYSE: JHG) has announced the launch of the Janus Henderson Sustainable Credit Active ETF (Managed Fund) (ASX ticker: ‘GOOD’). Janus Henderson’s fourth active ETF, and... Read more continue reading

Latest ESG engagement report highlights transparency as the bedrock of sustainable finance

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Franklin Templeton Fixed Income’s 2022 ESG engagement report highlights transparency as the bedrock of sustainable finance. Transparency should be the bedrock of sustainable finance, while engagement is the essence of a... Read more continue reading