Low Rates, New Tech and Bubbles ESG, Financial Crisis, Innovation, Women in Finance A combination of low interest rates and the emergence of new technology can cause bubbles to form, according to Morningstar IM. Is this what is happening in crypto and clean tech stocks? Read More
Gold through an ESG Lens ESG, Financial Crisis, Private & Alternative Markets As the energy transition starts to pick up pace, decarbonisation is quickly becoming a key focus for many institutional investors. We speak to the World Gold Council about the role gold can play in this process and where gold sits in a broader ESG framework. Read More
Evolving Liquid Alternatives Factors, Quant & Systematic, Financial Crisis, Private & Alternative Markets Not all systematic strategies are created equal. LGT Capital Partners’ Antonio Ferrer discusses how to adjust these instruments to help protect against equity drawdowns over the long term, while also establishing a framework to ensure investors don’t miss out on opportunities in times of stress. Read More
A Pandemic Review Editorial, Financial Crisis As we reach the 12 month mark since the start of the pandemic in Australia, what are some of the lessons learned and what changes are likely to stick around? We go back to some of the most dramatic shifts of 2020. Read More
It’s a New World Order Asset Owners, Financial Crisis, Women in Finance The coronavirus pandemic has caused a paradigm shift in the investment environment which has large consequences for portfolio construction for many years to come, the Future Fund said. Read More
Pharma Unlikely to Strike Gold with Vaccine Equities, Financial Crisis A COVID-19 vaccine might not prove to be a watershed moment for the pharmaceutical industry, but there are plenty of other opportunities, Capital Group says Read More
Future Fund Concerned about the Future Asset Owners, Financial Crisis The Future Fund is concerned about the medium to long-term outlook for investments as the coronavirus pandemic has accelerated and exacerbated existing vulnerabilities and trends within the global political landscape and financial markets. Read More
Courting Controversy in Times of Crisis Equities, Financial Crisis, Women in Finance Every crisis harbours opportunities for those willing to look deeper at the underlying drivers. We talk to MFS Investment Management about some of the most interesting contrarian trades during this pandemic. Read More
Distressed Cycle Could Be Different Financial Crisis, Fixed Income & Credit, Women in Finance Many fund managers have been raising capital for distressed debt opportunities in anticipation of a spike in defaults. But Bev Durston, Managing Director at alternative assets advisory firm Edgehaven, has some reservations about the scale of the opportunity set out there. Read More
