Manage currency short term to win long term
The US dollar will maintain its reserve status for now but immediate threats to it must still be addressed, AMP Capital’s Nader Naeimi says.
Shared value – the future of doing business
SPONSORED CONTENT | Australian companies have been early adopters of social purpose initiatives: Corporate social responsibility played a key role in the early 1990s, and in the early 2000s organisations designed employee programs that give staff time off to do volunteer work. The next evolution is shared value. A shift in mindset from discrete corporate … Read more
Eight-year bull run breeds private-market caution
Asset investors revealed their strategies as they shifted gears for a downturn – and appreciation in the next cycle.
REI to adjust pension portfolios based on age
REI will use a new strategy for pension members that splits their accounts across balanced and cash options in line with their age.
Resignation announcement adds to AMP’s woes
Statements in AMP’s announcement of the departure of its chairman raise more questions about who influenced a report on fees for no advice.
Mopping up the royal commission mess: where to start
The aftermath of the inquiry will entail a good deal more uproar before the clean up begins. Then the real work gets under way.
Australian retirees should keep calm and carry on
Australian retirees are financially comfortable and likely to spend less than expected, so why introduce CIPR and a higher super guarantee?
Environmental, Social and Governance Factors in Global Macro Investing
Michael Hasenstab, Ph.D. Environmental, Social and Governance Factors in Global Macro Investing By Michael Hasenstab, Ph.D. Executive Vice President, Portfolio Manager, Chief Investment Officer, Templeton Global Macro Any macroeconomic analysis and investment strategy focused on long-term, fundamentals driven performance should incorporate ESG factors as a key pillar of its analysis. In this edition of Global Macro Shifts, … Read more
The Fed’s Long Unwinding Road
Michael Hasenstab, Ph.D. The Fed’s Long Unwinding Road By Michael Hasenstab, Ph.D. Executive Vice President, Portfolio Manager, Chief Investment Officer, Templeton Global Macro Quantitative easing (QE) by the US Federal Reserve (Fed) has played an influential role in global financial markets over the past decade. Templeton Global Macro believes risks and challenges are ahead on the … Read more
Inflation: Dead, or Just Forgotten?
Michael Hasenstab, Ph.D. Inflation: Dead, or Just Forgotten? By Michael Hasenstab, Ph.D. Executive Vice President, Portfolio Manager, Chief Investment Officer, Templeton Global Macro There is a growing consensus that the global economy might be falling into recession, and that even if it does not, global growth will remain permanently weaker, and inflation will remain close to … Read more
Emerging Markets: Mapping the Opportunities
Michael Hasenstab, Ph.D. Emerging Markets: Mapping the Opportunities By Michael Hasenstab, Ph.D. Executive Vice President, Portfolio Manager, Chief Investment Officer, Templeton Global Macro Current market pricing seems to reflect the notion all emerging markets are equally vulnerable to market headwinds, such as commodity price declines. Templeton Global Macro sees past the pessimistic headlines and makes a … Read more
Focus on human rights abuses shifts closer to home
CFSGAM’s Pablo Berrutti says domestic supply chain issues have raised support for an Australian Modern Slavery Act and other measures.
