Don’t panic

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There was a whiff of panic in markets at times last week. Equities and oil prices took a hit, long-term government bond yields fell across the developed world, emerging market and high yield credit spreads widened, while the dollar climbed further. The initial catalyst for this bout of risk aversion was a round of disappointing manufacturing PMIs in […]

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Prospering with emerging markets

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The global emerging markets landscape is changing rapidly, with the outstanding returns investors have seen in the past becoming increasingly difficult to secure. According to Principal Global Investors, despite the volatility, emerging markets are a strategically important part of long-term investment portfolio and determining the right market exposure is more critical than ever. The October issue […]

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BetaShares Global Market Review September 2014

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US confidence drives international equities growth Anticipation of an increase in US interest rates in 2015 drove a rise in the US dollar, falling commodities prices and a sustained sell-off in the Australian equities market during the month of September, according to BetaShares’ Global Market Review. The review, which analyses performance across seven major asset […]

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Insync’s Global Titans Fund launches on mFund

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International equities manager, Insync Fund Managers, has made its Global Titans Fund available on the ASX mFund settlement service (mFund). “The growing demand for international investment by all Australian investors including SMSFs spurred us to bring our flagship fund onto mFund allowing direct investment access via the ASX. The fund aims to grow wealth through […]

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Equities drive positive returns for institutional investors as interest in alternatives continues to rise

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Despite enjoying better-than-expected returns in 2013, institutional investors are significantly reining in their return expectations for 2014 and turning to alternative – and illiquid – asset classes alongside global equities, according to the latest AMP Capital Institutional Investor Report. The survey of global institutional investors, who manage a collective US$2.4 trillion, found respondents’ portfolios returned […]

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Nikko AM confirms neutral position on global equities

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Sees Abenomics Working Well in Boosting Corporate Profits An overweight stance on global equities that lasted for over two-and-a-half years has been cut to neutral by Nikko Asset Management’s Global Investment Committee (GIC), the company announced yesterday. Nikko Asset Management is a related entity of Tyndall Investment Management Limited. In confirming the provisional decision made […]

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Nikko AM decreases risk, reduces overweight on global equities

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A long-running overweight stance on global equities is being trimmed by Nikko Asset Management’s Global Investment Committee (GIC), the company announced today. Nikko AM is a related entity of Tyndall Investment Management Limited (Tyndall AM). The GIC has been able to shoulder all the various global risks since September 2011 and still maintain an overweight […]

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Advisers and clients looking for global equities options

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With growing interest in global equities from Australian investors, the Equity Trustees Dundas Global Equity Fund is now available for investment on the BT Wrap and Asgard platforms. The fund, which takes a long-only position in 60 to 70 companies with a minimum market cap of US$1 billion, is managed by Edinburgh-based Dundas Global Investors […]

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Senior investors see diverse investment potential across global asset classes in 2014

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Managers and strategists at global investment manager Neuberger Berman envision positive momentum across many asset classes in 2014, as the global economy stabilises and generates moderate growth, according to Solving for 2014, the firm’s third annual outlook across global equities, fixed income and alternative investments. As the investable universe has grown—across borders and asset categories—Neuberger Berman’s […]

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Appeal of global investments on the rise

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The Certitude Global Investing Intentions Index reveals Australian investors are growing more bullish on overseas investments The Certitude Global Investing Intentions Index (CGIII) rose in August, continuing the trend of the past quarter, indicating that more Australian investors are planning to increase their exposure to overseas assets. The Index, which tracks net demands for global […]

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