Asian markets to support emerging markets rebound in 2023: New Rreport

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Emerging markets are set to rebound in 2023, according to the Federated Hermes’ Global Emerging Markets Outlook, boosted by the re-opening of China. Rebounds in South Korea, Taiwan and Brazil and the... Read more continue reading

Semiconductors are the new oil in the world of artificial intelligence

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In a world of artificial intelligence (AI), semiconductors are the new ‘oil’, says Munro Partners’ founding partner and chief investment officer, Nick Griffin. During a panel discussion at the Portfolio... Read more continue reading

ESG a key priority for more than half of global leaders

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More than half of global company leaders are looking to redefine ESG goals and become more purpose led, according to a recent survey of business leaders by HLB International. The... Read more continue reading

Super funds off to a fast start to 2023

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Having navigated a testing 2023, super funds kicked off the new year in style with the median growth fund (61 to 80% in growth assets) surging an impressive 3% in... Read more continue reading

Impact investing divides on gender lines

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Australian men are more interested in impact investing than Australian women, with 69 per cent of men finding it appealing in 2022, compared to 57 per cent of women, according... Read more continue reading

Circling around on ESG

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Ask any group of people about ESG and you are likely to unleash a torrent of answers. Much of this comprises a revolving argument on whether or not ESG is... Read more continue reading

Good signs for global listed infrastructure in the coming year

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Global listed infrastructure performed true to label in 2022, which was a tumultuous year for asset markets. The sector lagged global equities over 2020 and 2021, missing out on a... Read more continue reading

Lowe’s woe

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2022 may have been an annus horribilis for RBA Governor, Philip Lowe. And so far 2023 doesn’t seem to be much better. In the last week he has been pilloried... Read more continue reading

Fidelity International outlines its strategic priorities for sustainable investing in 2023

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Sustainable investing has never been so high up on the public agenda and in demand from investors. It is one of the biggest disruptive trends of the industry, demonstrated by... Read more continue reading

Natixis Investment Managers survey finds elevated inflation and a recession are inevitable, but expectations for returns are optimistic

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Following a year of high inflation, geopolitical turmoil and spiking energy prices, professional fund selectors are expecting more of the same in 2023, with 62% globally, and 74% in Asia,... Read more continue reading