How advice practices benefit from early ratings on new funds

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In the past month Zenith has been the first Australian research house to rate three new funds from Airlie Funds Management and Firetrail Investments, and as Zenith’s Head of Equities Quan Nguyen explains, backing selective funds early is all part of a value proposition that can benefit adviser clients and their investors. That’s because like […]

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January investment strategy update

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Equities continued to make new highs as we moved into 2017, but we are mindful that the outlook is littered with macroeconomic and political risks – not least the forthcoming elections in France, Holland and Germany, Article 50, and President Donald Trump. Unlike late last year, when specific sectors such as financials and energy drove […]

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Columbia Threadneedle Investments’ Investment Strategy – August 2016

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We continue to live in a world of extraordinary monetary policy, where investors are no longer surprised by central bank easing and, indeed, have come to expect it. Thus the equity market rally continued into August, buoyed in the UK by the widely expected announcement of a Bank of England base rate cut to 0.25% […]

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Kardinia Fund awarded ‘Highly Recommended’ rating from Zenith

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For the fifth consecutive year, Kardinia Capital has retained a ‘Highly Recommended’ rating for the Bennelong Kardinia Absolute Return Fund from research house Zenith Investment Partners. Kardinia was formed in 2011 by Mark Burgess and Kristiaan Rehder in partnership with Bennelong Funds Management to manage the Fund’s strategy. The Bennelong Kardinia Absolute Return Fund aims […]

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Investment strategy: Europe, China and the US

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Global markets are being troubled by a range of issues; some old, some new. To my mind, three issues are worth paying close attention to: Global growth Ongoing macroeconomic uncertainties in China Debt Growth and expectations have been reined in during April as the short-lived Chinese stimulus – which briefly led to improved economic data […]

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Threadneedle’s latest investment strategy and market commentary

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Global equities and global bonds made progress in May 2014, with the former outpacing the latter in local currency terms; for the month, the MSCI World index rose 2.34% in total return terms while the JP Morgan Global Government Bond index returned 0.87%. Commodities, which prior to May had performed very robustly, lost some ground […]

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Threadneedle’s latest investment strategy and market commentary

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Global equity markets were largely unchanged in April, although this masked a fairly wide dispersion in returns at the sector level. Earlier in the month, for example, technology stocks came under pressure and triggered a general slide in equities due to fears that valuations were overstretched. Tensions between Russia and the West also undermined investor […]

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Threadneedle Investments asset allocation update: April 2014

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In this latest outlook, Mark Burgess, Chief Investment Officer at Threadneedle Investments, assesses market activity so far this year and provides an asset allocation update. Threadneedle halves overweight in equities Increases underweight in Asian equities on China concerns Increases overweight in Japan In our last asset allocation update, we framed the outlook for 2014 in […]

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Comment from Threadneedle Investments on the effect of the Ukraine crisis on global markets

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Commenting on the effect on global markets from the Ukraine crisis,Threadneedle Investments’ Chief Investment Officer Mark Burgess, said: “To date, the fallout from the Ukrainian crisis has been largely confined to the emerging market debt, emerging market equity and commodity markets. At current levels, emerging market local currency debt appears to offer value, although we expect both […]

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Threadneedle Investments raises GDP forecast for developed world and sees opportunities in emerging markets following market correction

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Threadneedle Investments has raised its 2014 GDP forecast for developed economies as a result of the strengthening global economic recovery. The company’s US forecast has increased from 2.5% to 2.7% and its UK forecast from 2.25% to 2.5%. The euro area has seen the biggest jump from 0.7% to 1.1%. Mark Burgess, CIO at Threadneedle […]

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