thailand

Hedge Funds

Indonesia last destination for funds

For his first international trip since becoming prime minister, Tony Abbott has taken 20 business leaders representing sectors such as banking, finance, agriculture and infrastructure to Jakarta, but super funds see better opportunities elsewhere in Asia. Consultants, fund managers and superannuation funds say that the research has not been undertaken on Indonesia and there are […]
Investment Strategy

Smart money on emerging markets

Despite the intense focus on emerging markets, the sector was “still undercapitalised” as a result of short-term profit taking by global institutions, according to Investec Bank global strategist Dr Michael Power. Speaking at the Australian Superannuation Investment Conference (ASI) on the Gold Coast last week, Power said that emerging markets’ share of global market capitalisation […]
Investment Strategy

Tyndall’s Mike Davis goes back to the future

Mike Davis had been at Tyndall Investment Management less than two months yet has already got his former employees to work with him at the $22.5 billion asset manager. Davis and Tim Martin started Causeway Asset Management in 2003 to invest in private debt. Now Martin and five others will join their old colleague June […]
Unintentional

Asian Meltdown : Never Again?

Investment banks have become major direct service providers to private client and retail investor portfolios, mostly through their structured products. Yet they are conspicuous by their absence from wholesale manager menus. MICHAEL BAILEY examines whether the banks’ transactional culture can become acceptable to conservative superannuation funds, and whether they might find their biggest role in […]
Unintentional

Asian Meltdown : Never Again?

Investment banks have become major direct service providers to private client and retail investor portfolios, mostly through their structured products. Yet they are conspicuous by their absence from wholesale manager menus. MICHAEL BAILEY examines whether the banks’ transactional culture can become acceptable to conservative superannuation funds, and whether they might find their biggest role in […]