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.
ESG’s popularity brings new forms of risk management
Impact investment means new paradigms of risk and different thinking about how to manage them, Brightlight COO says.
Cbus Super’s Stephen Dunne: getting ducks in a row
In this Q&A, the chair of the Cbus Super investment committee outlines how he is ensuring the right systems and processes are in place.
Revelations, regulation and sullied reputations
As the details of misdeeds flood out of the inquiry, the industry’s many players are watching their hard-earned stature get swept away.
Unwinding SMSFs the start of a trend, VicSuper boss predicts
Chief executive cites regulatory and tax complexities for the shift; changes to default models also pose challenge to industry, he says.
Active external managers still require internal guidance
The greatest benefit in-house teams bring to active mandates is an understanding of their fund’s objectives, Suncorp’s Gwion Moore says.
