Australian superfunds need to address the ‘black box’ of equity trading

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Superannuation funds need to throw a bright spotlight on the cost of trading their portfolios, says Raewyn Williams, head of research of the Australian arm of the U.S. fund manager... Read more continue reading

Asian medium and long-term drivers still on track

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Asian equity markets have been tough since mid-2015, prompted by fears over China’s slowing growth. In September, global investors withdrew more than USD 50 billion, the biggest redemption ever recorded... Read more continue reading

Local Government Super becomes RIAA certified

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Local Government Super (LGS) has announced it has been certified as a responsible super fund by the Responsible Investment Association Australasia (RIAA), the peak industry body representing responsible and ethical investors... Read more continue reading

RIAA’s Responsible Investment Certification Program re-launches and welcomes its first ever Certification of whole superannuation funds

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Responding to the surging consumer interest in responsible and ethical investments, RIAA has announced the re-launch of its Responsible Investment Certification Program – a tool designed to help consumers and... Read more continue reading

Liquidity flows: Economic cycle still on sustainable path

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The US economy has faced persistent fears of setbacks, but the recovery continues to move forward. Our proprietary liquidity indicator suggests that the economic cycle remains on solid ground and... Read more continue reading

SMSF sector needs to be very wary of digitally signing trust deeds

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Peter Townsend is recommending that SMSF trust deeds signed electronically in the eastern states are revisited and signed with a wet signature on an actual deed document as required by... Read more continue reading

The Davis difference…a truly global approach

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Earlier this month, two investment professionals from Davis Advisors (Davis) visited Australia and presented to a number of financial advisers. Peter Sackmann, Director and member of the Portfolio Review Committee,... Read more continue reading

Strategies to survive a bear market – Part II

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In Strategies to survive a bear market – Part I we looked at the benefits of long/short equity strategies to ride out market turbulence. In the second part of this series,... Read more continue reading

Diversifying Australian portfolios may be easier than you think

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At the annual Portfolio Construction Forum in Sydney this week, the discussion in the presentations, on the panels and in the corridors was lively, as usual. One of my key... Read more continue reading

Are central banks losing their effectiveness?

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The use of low interest rates by central banks to help assist recovery is unlikely to have the desired effect, and may ultimately cause significant market disruption, says Chris Bedingfield,... Read more continue reading