Global Macro Shifts - Brought to you by Franklin Templeton
AIMCo makes private equity top priority
Canada's AIMCo is taking ownership stakes in energy groups and hedge funds, and has a renewed interest in private equity.
Sarah RundellMay 28, 2018
canada
Investment Strategy
Pipes, ports and power
One of the best reasons for investing in infrastructure is the growing interest in the asset class from institutional investors worldwide. United States, British and Asian investors are all looking to grow the amount they put into this asset class and so those who hold the asset class now should benefit from the rise in […]
David RowleyMay 20, 2013
CMSF
Delegates swayed by equity manager
A leading equity manager persuaded delegates of the virtue of relatively high equity holdings in superannuation portfolios. At the start of this session, Justin Wood of Vinva Investment Management asked delegates to consider if members’ investments outside of super should be considered when setting a default investment strategy. The initial feedback from the audience was […]
David RowleyMarch 20, 2013
Investment Strategy
2013: another 3D feature
A year ago, in early 2012, the global economy was healing gradually. Growth rates in the developed world and some emerging markets were well below the long-term averages, if not actually negative. Investor confidence was fragile, with sentiment overshadowed by concerns over the banking system and public finance in the euro area. So, what has […]
I & T NewsFebruary 22, 2013
Hedge Funds
Intrastructure investment in Australia attractive to International funds
Canadian pension funds and international sovereign wealth funds have continued their investments in Australian infrastructure and property in recent months, but local funds are far from inactive in this sector and their investment models continue to evolve. CPPIB pumped $872 million into the AMP Capital Retail Trust in November 2012 November saw the Abu Dhabi […]
Lachlan ColquhounDecember 13, 2012
Investment Strategy
Eaton Vance confirms stake in Hexavest
Investment management firm Eaton Vance has agreed to acquire 49 per cent of Montreal-based Hexavest in a move with implications for the local market. Canadian money manager Hexavest has $1.5bn in assets under management in Australia with some large local clients. On completion of the transaction, Eaton Vance will assume primary responsibility for Hexavest’s new […]
I & T NewsJune 22, 2012
Investment Strategy
Brian Henderson to leave Perpetual
Brian Henderson, the executive in charge of marketing and communications at Perpetual will leave the $23-billion asset manager. Henderson, a Canadian, will return to his homeland, possibly to Toronto, for “family reasons,” according to a Perpetual spokesman. He joined Perpetual in June 2011 and is responsible for developing marketing and advertising. “He will be still […]
I & T NewsMay 25, 2012
Investment Strategy
NAB’s Presima seeks new chief
Nick Basile is on the hunt for a replacement. The acting-chief executive of real-estate investor Presima is travelling outside Australia seeking a replacement, says a statement by Presima’s controlling shareholder National Australia Bank. Basile is a director of various units of the bank and a non-executive director of a number of National Australia Bank affiliates. […]
I & T NewsMay 18, 2012