Companies that hold assets which are difficult to replicate, such as brands, licenses, patents, distribution rights, logistical capability and a captive client base, and operate these difficult to replicate assets with the objective of entrenching their products in the marketplace, should be in the sights of investors and advisers looking for superior medium-to-long term performance, […]
continue readingThe value of ASX-listed stocks, as measured by the All Ordinaries Index, fell 2.7% during June 2011. Many other major markets also fell during the month including Hong Kong down 5.4%, the US down 1.8%, the UK down 0.7%, and Singapore down 1.2%. In contrast Japan was up 1.3%. Over the course of financial […]
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06
Jul
2011
ASIC has obtained orders in the Federal Court of Australia to wind up York Capital Limited (York) following the company’s failure to lodge its financial reports and hold annual general meetings for the past three years. On 29 June 2011, the Federal Court of Australia ordered that York be wound up and appointed Mr Paul […]
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06
Jul
2011
Ian Webber to lead focus on Australian institutional investment market New York-based investment management firm Artio Global Investors (“Artio Global”) announced it is opening an office in Sydney, Australia, bringing its unique investment management approach to the Australian institutional market. Artio Global manages US$ 49.2 billion in assets as of May 31, 2011 across a […]
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06
Jul
2011
ING announced today that it has reached an agreement to sell its Australian investment management business to UBS. ING Investment Management Australia’s business provides a number of investment strategies and products directly to the Australian institutional and wholesale markets. The business had EUR 24.8 billion (AUD 34.0 billion) in assets under management as of 31 […]
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30
Jun
2011
Upcoming economic and financial market events The big picture Our central view is that the US economy is undergoing a mid-cycle pause and that growth will start to lift again late in 2011. As such, we believe that the Federal Reserve won’t provide additional monetary stimulus and will in fact start to withdraw the stimulus […]
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30
Jun
2011
Notable changes have occurred in the Alternative Strategies – Multi Asset sector since Standard & Poor’s Fund Services’ last review in December 2009, according to the Sector Report published today. The growing demand for transparency, increased liquidity, fee structure changes, and lower stock-market beta products have increased competition in the sector. The classic fund of […]
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28
Jun
2011
Improve existing products before creating new Focus on solutions which deliver targeted outcomes Human judgement a key enabler Third party administrators a partner for innovation An annual, independent study released today by CREATE-Research, commissioned by Citi’s Global Transaction Services and Principal Global Investors, finds that while innovation is deemed to have produced mixed results over the […]
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28
Jun
2011
The Australian ETF market has gathered momentum over the last two years, gathering AUM across a range of products, investment styles and providers. However unlike the US or Europe, the growth of these investment vehicles in the local market has been largely driven by retail investors, with most institutional investors seemingly reluctant to get […]
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27
Jun
2011
Demographic data; Financial Accounts Australia’s population grew by 69,703 people over the December quarter to 22,477,378. Annual population growth slowed from 1.57 per cent to 1.47 per cent – the weakest growth rate in almost five years. Despite businesses crying out for skilled migration, the Government’s reduction in the skilled migrant intake meant that in-bound […]
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24
Jun
2011
Earn CPD Points
CPD: Cold War 2.0 and its implications for global marketsBill Priest, CEO, co-CIO and portfolio manager of Epoch Investment Partners (Epoch) recently visited Australia to share Epoch’s world view ...
CPD: Growing your advice practiceThere is increasing commentary about the need for financial advice firms to grow in order to survive. This question of ...
CPD: Retirees abroad and the Age PensionLes and Lynne are both aged 67; they retired one year ago and have been receiving a portion of their ...
CPD: Walk a mile in your client’s shoesAustralian insurance literacy is low by world standards. Australians who receive financial advice are more likely to have better literacy ...
CPD: Negative bond yields - What does it mean, and what’s the end game?Since the beginning of this year, financial markets and expectations have turned decidedly bearish. Concerns about a Sino-US trade war, ...
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