OFI portfolio manager sees bright days ahead for equities
OFI Global portfolio manager John Delano has tipped easing of regulations and tightening monetary policy to boost world sharemarkets.
Dynamic risk capital lets you steer away from the cliff
Rules-based portfolios don’t provide enough freedom, says William Blair’s Brian Singer, whose team implements and reviews ideas regularly.
ESG activism tough but doable in emerging markets
Assessing ESG risks within companies based in emerging markets is particularly challenging, but it’s also key to sound long-term investing.
Don’t be naïve in the search for a factor-based strategy
Experts warn that systematic investments can spawn unintended risk if implemented without great care.
Asset owners, managers crank up scrutiny on listed companies
Super funds are increasingly integrating ESG into their decisions and demanding better corporate governance from ASX-listed companies.
Demographics is destiny for equity returns
Long-term investors should look to population forecasts to drive their decisions, Artemis Investment Management’s Simon Edelsten says.
The AI revolution will reveal just who’s nimble
Exactly how and when artificial intelligence will transform the landscape is uncertain; investors need to seek companies that can adapt.
Volatility is volatile, you can’t always treat it the same
Intech boss Adrian Banner argues that institutional investors need to take a smarter and more dynamic approach to managing volatility risk.
Neither friend nor foe: Corporate boards & investors on ESG
Investors and boards of listed companies are neither friends nor foes, but their interests align in differing ways over time.
RIAA survey shows consumers expect responsible investment
Responsible Investment Association Australasia research suggests nine out of 10 Australians expect their super to be invested ethically.
The benefits of advice age well
As super funds look after members in the accumulation years, they must invest in advice to help people in retirement, writes Anne Fuchs.
CIO Sentiment Survey 2017: Keeping active
Australian super fund CIOs are bucking the global trend towards passive and smart beta, and looking to reduce equity risk.
