Whatever it takes

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This is a ‘whatever it takes’ moment for Australia and, indeed, the rest of the world. Former RBA Governor Glenn Stevens’ had a dictum: “first do no wrong”. In the

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23 Mar 2020

Picking winners

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During a recent national roadshow, Nick Griffin, CIO of Munro Partners, explained that when it comes to investing, there are always lots of losers and just a few winners. This

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18 Mar 2020

The hunt for yield can lead to risky territories

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With interest rates hovering around historical lows globally, investor appetite for alternative income sources has markedly increased. In the current environment uncertainty is writ large; challenges come at investors from

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24 Feb 2020

Which beta is better?

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Infrastructure investing is increasingly popular within retirement savings plans and it’s easy to understand why. An allocation to infrastructure can potentially deliver lower volatility and a higher dividend yield than

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21 Jan 2020

Bumper 2019 precipitates more benign year ahead

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The unexpected equity market returns of last year are unlikely to continue over the coming 12 months and, against the backdrop of protracted geopolitical concerns, a more benign, muted environment

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15 Jan 2020

Quantitative investment delivers positive investor outcomes

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The essence of a quantitative investment approach is straight-forward: it is the utilisation of rational economic and fundamental investment insights in a disciplined and consistent fashion. In this article from

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10 Dec 2019

Cold War 2.0 and its implications for global markets

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Bill Priest, CEO, co-CIO and portfolio manager of Epoch Investment Partners (Epoch) recently visited Australia to share Epoch’s world view with financial advisers and in particular, the potential impact of

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05 Dec 2019

Payden & Rygel awarded Rest mandate

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Global fixed income manager, Payden & Rygel, has secured a mandate from Rest, with its Payden Absolute Return Investment (PARI) strategy selected to form part of the superannuation fund’s overall

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08 Nov 2019

GSFM acquires MLC Asset Management’s 49 per cent equity stake in Redpoint Investment Management

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GSFM has completed the acquisition of a 49 per cent equity stake in boutique quantitative equities specialist Redpoint Investment Management (Redpoint).  Redpoint management will continue to control 51 per cent of

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21 Oct 2019

Blitzscale and hope – unicorns, IPOs and the fear of repeating the late 1990s

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The current hype about two-sided digital platforms, blitzscaling and winner-takes-most markets has fuelled a surge in IPO listings. It is perhaps unsurprising that this exuberance, especially when combined with inordinate

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30 Sep 2019