James Bruce, portfolio manager at Perpetual Ltd., talks about Australia’s mining and carbon taxes.
Investment Strategy
China consumption story trumps US trade concerns
This year’s single-best trade was Chinese mid-cap semiconductor and tech stocks, according to UBS O’Connor's Kevin Russell. This illustrates how China’s domestic consumption economy allows it to combat any trade wars with the US.
Investment Strategy
Discussions to augment alternatives strategies happening right now
APRA's heatmap will be a catalyst for changes to partnerships and structures super funds use to execute alternatives and hedge funds strategies if discussions happening at the moment are anything to go by, Cambridge Associates's Travis Schoenleber has said.
Investment Strategy
Interest rate declines hide mistakes; future growth cause for concern
Impact of central bank policy is plain to see in credit markets where the biggest concern is linked to future possibilities for economic-driven growth - GSO-Blackstone's Dwight Scott runs the numbers during a presentation at Investment Magazine's Absolute Returns Conference.
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