Biodiversity fund to target high-net-worth investors, family offices
The Kunming-Montreal Global Diversity Framework is to biodiversity what the Paris agreement is to climate change, and local investment firm Skjander aims to ride its growing investment appeal across the globe.
Advisers in the lurch as Clearview 'terminates' $1.5B WealthFoundations retirement product
Clearview and trustee ETSL have raised eyebrows and confused advisers by shifting the popular WealthFoundations super and pension product to investment platform provider HUB24. "It's like a power plant being run by a battery," says adviser Jason Poole. "It makes no sense."
Why we should pay less attention to benchmarks, and more to value creation
The benchmarks that are supposed to measure performance and create alignment with end investors are working against asset managers, and the industry must find new ways to demonstrate value before it’s too late, according to MFS.
US fundies targeting model makers, not advisers, in distribution rethink
The shift in focus from financial advisers to research consultants continues apace, both here and abroad, as asset managers follow the great money management migration.
Portfolio drift remains a clear and present danger for client portfolios
The traditional method of protecting client portfolios from drift remains entirely valid. It's ostensibly cheaper to run portfolios without managed accounts, but it does take more time to do so and probably takes on more risk.
Family offices dive into public markets, but some things still off the table... mostly
The assets family offices invest in haven’t changed much but the ways they’re investing in them have, according to BNY Mellon Wealth. Meanwhile, cryptocurrencies are seeing more interest as a new generation takes the reins.
The ongoing resilience of Australian private debt
Pete Robinson presents the case for Australian private debt using a supermarket chain case study.
The right words at the right time - reacting to client concerns
In unpredictable markets, emotions can run high, and good intentions mingled with bad communication can potentially damage adviser-client relationships.
A structural evolution or risky business?
Following a decade-long run of low-interest rates and rising asset prices, many companies took the opportunity to load up on cheap deb
Is your self-managed super fund capable of buying gold?
Gold has a colourful history, going back thousands of years, as a means to store and transport wealth and a way to help protect against the inflationary impacts on currency buying power.
The income conundrum
The combination of rising global interest rates and increasing recession fears has complicated the current investing environment.
'Diversity of thought' key to better decision-making: Neuberger
If managing a bond portfolio is a daily tug-of-war between art and science, Adam Grotzinger, senior fixed income portfolio manager at Neuberger Berman in Chicago, is on the side of the former.
Geopolitics to trump inflation as biggest risk of 2023
In a year shaped by geopolitical tensions, a pandemic, war, inflation and supply-chain disruptions, the number one threat perceived by the general public remains inflation.
'Wonderful opportunities' lie ahead of bond market volatility: JCB
Charlie Jamieson, co-founder and chief investment officer at Jamieson Coote Bonds (JCB)spoke recently at Praemium's Key Market Drivers event, blaming much of the market under-performance of 2022 on fixed-interest markets.
Navigating geopolitics in an uncertain world
As quickly as the world came out of the pandemic, it was faced with yet another black swan event that caused markets to capitulate, and left supply chains in disarray.
Investing beyond the pandemic
"Recession? Who knows? We're not bearish, especially with our value style of investing. It's bit of war like scenario. After the war's over, we get inflation and that's what we're in.
Fiduciary mindset, nuance key to success in real estate
Many people at the top of funds management travel around the world to work in various locations, to build a career.
'Anomalous' short-term underperformance of EM set to reverse
"Have we really thought about the investment implications of a world in which inflation is persistent?" That was the question posed by Dr Joseph Lai of Ox Capital.
China: Separating myth from reality
Here, I focus on five myths about China's economy and its financial system. In offering more realistic assessments, my hope is to help investors better judge the opportunities and risks of investing in China.
