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
europe
Hedge Funds
Watch for populism’s impact but don’t fear it
There are two reasons to stay calm and take a more balanced investment approach toward the populist movement: democracy and capitalism.
Tony CrescenziApril 10, 2017
Hedge Funds
The case for collateralised loan obligations
During the financial crisis, asset-backed securities earned a bad reputation, but Alcentra’s Cathy Bevan argues that collateralised loan obligations can add quality diversification.
Cathy BevanFebruary 22, 2017
CMSF
“EU will survive no problem”,
US in recovery
The European Union will survive and the US economy will bounce back, according to international experts speaking at a CMSF plenary session. Andreas Huebner, senior managing director of Lazard, said the “EU will survive no problem” but acknowledged there was a long way to go, with economic fundamentals still weak. He sees the real problem […]
Amanda WhiteMarch 20, 2013
Investment Strategy
Access Capital pays US$290 million for storage tanks
Access Capital Advisers, the US$3.2-billion infrastructure investor, has bought a 70-per-cent stake in LBC Terminals Jersey from Australia’s Challenger Infrastructure Fund and Challenger Life. Canberra-based Access Capital will own about 2.7 million cubic meters of tank storage facilities for bulk liquid-chemical products that have an enterprise value of US$1 billion. The 11 terminals are located […]
I & T NewsJune 8, 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
Investment Strategy
Investit: sell more of what you’re good at
The most successful Australian asset managers are those who manage their cost-to-income ratios at 55 per cent or less, according to a survey by consultants Investit. Australian asset managers are among some of the best run fund-management businesses in the world and for a short-time may enjoy not having to take into account new regulations […]
I & T NewsMay 11, 2012
Investment Strategy
Northern Trust leverages Future Fund expertise
In 1993 Northern Trust’s Steven Fradkin was looking for office space in Sydney. He liked the potential growth of Australia’s mandated-pension-fund market, but wasn’t certain that custodians could meet the demands of Australian tax and foreign investment-fund reporting in a quality way. “The market has always been attractive,” says Fradkin. “It is a more complex […]
I & T NewsMay 8, 2012