ESG
COVID-19, modern medicine and the hidden world of data
The University of Queensland is using big data from 350 hospitals in 49 countries to understand unique characteristics of the virus.
Laurence Parker-BrownJune 17, 2020
Investment Strategy
Investment Strategy
Sports gambling ‘army’ distorting stock market
A surge of interest in day trading through online brokers like Robinhood is distorting the market and creating challenges for fiduciary investors, according to US market commentator Jim Bianco.
Ben HurleyJune 15, 2020
Investment Strategy
GPs to extend the holding periods for PE assets
The impact of Covid-19 and supply chain interruptions tested the relationships between general partners and private equity investees.
Ben PowerJune 12, 2020
Investment Strategy
IRR hurdles result in excess fees
The focus on IRR hurdle rates has led investors in value-add and opportunistic funds to underperform real estate core funds, according to Mitch Bollinger.
Ben PowerJune 11, 2020
Geopolitics
Globalisation’s second death and the ‘weirding’ of investment risk
Princeton luminary Professor Stephen Kotkin puts the COVID-19 pandemic into historical context and posits that a fundamental shift in the way we assess investment risk is required.
Tahn SharpeJune 10, 2020
Investment Strategy
Crisis environments illustrate a classic ‘failure of diversification’
Higher equities and fixed income valuations will lead investors to rethink their assumptions of diversification.
Ben PowerJune 8, 2020
Investment Strategy
Active EM managers see opportunity despite capital outflows
Despite the capital outflows emerging markets have more room for both fiscal and monetary stimulus compared to developing markets and will benefit from the supply chain diversification will follow Covid-19.
Ben HurleyJune 4, 2020
Investment Strategy
FSS, HSBC partnership proves IP transfer goes both ways
The First State Super and HSBC Global Asset Management collaboration establishes a new partnership model that encompasses research capabilities, intellectual property transfer, systems, technology and people.
Ben HurleyJune 4, 2020
