Trump’s tariffs on Chinese imports are stoking market volatility, but there are also longer-term implications for economic growth in the US and beyond, says
Michael Grady, Aviva Investors' Interim Head of Investment Strategy, Multi-asset & Macro.
With less than three weeks to go until the16th Annual SuperRatings and Lonsec Fund of the Year Awards, more than 300 fund manager and super fund industry leaders have reserved their seats at the Grand Hyatt Ballroom in Melbourne for the black tie event. We list the categories and funds in the running for this year’s awards including the individuals who have been nominated for the Pendal Retirement Innovation Award.
How many appointments and departures were reported for the first three quarters of the year compared to the last three years? What percentage of those appointments were secured by women? We analyse the last three years' data in Industry Moves' vault of over 5,200 moves to find out, and revisit some of the biggest moves from the last nine months.
A sound portfolio construction process is critical to avoiding the pitfalls of behavioural biases, which will become all too apparent as the credit cycle turns, argues Josh Lohmeier, Aviva Investors’ Head of North American Investment Grade.
The Mother’s Day Classic, which has raised $33 million for breast cancer research over the past 20 years and has its sights set on raising $40 million by 2020, has welcomed three new directors to its board: HESTA's Stephen Reilly, NGS Super's Thomay Gatis and Cbus Super's Robert Pickering. Industry Moves finds out a little about their reasons for joining, what they hope to achieve, and discovers that one is an ex-DJ, one is a published novelist, and one is drawn to those who stand up for what they believe in.
Duration is a key consideration for bond investors; but it’s far from the whole story, argues James McAlevey, Portfolio Manager, AIMS Fixed Income and Target Return funds. He says the bond market is a vast and varied place. It has a multi-factor opportunity set, and does not purely depend on the sensitivity of an asset’s price to movements in interest rates - i.e. duration.
Environmental, social and governance (ESG) factors are being recognised in global fixed income investing as value-added indicators of potential economic performance. Templeton Global Macro CIO, Michael Hasenstab, examines ESG factors in investing and how they speak to an economy's potential as an investment destination.
The IFA market is likely to emerge as the victor as the Royal Commission into banking and superannuation has highlighted the problems with a vertically integrated financial services model and institutional ownership of the advice chain.
Paul Costello, the founding chief executive of the Future Fund, has embarked on a new challenge: he is raising money for the Peter MacCallum Cancer Centre, which brought him back from imminent death from lung, brain and liver cancer in March, thanks largely to the efforts of oncologist Professor Ben Solomon. Professor Solomon managed to secure access to a new drug, outside the clinical trial system, which had an immediate beneficial impact on the celebrated fiduciary investor.
Market pricing seems to reflect the notion all emerging markets are equally vulnerable to market headwinds, such as commodity price declines. Dr. Michael Hasenstab, CIO, Templeton Global Macro sees past the pessimistic headlines and makes the case that finding attractive emerging markets opportunities lies in distinguishing the more resilient countries from the rest.
Some people just brighten up a workplace. In the case of Mat Tenney, product manager at Ignition Wealth, it's his can-do attitude, passion for people and wicked sense of humour that make him such a popular staffer, a favourite in both the Sydney and Dublin offices. We hear from his colleagues and also from Mat, who we subject to questions about his first job, his hidden talents and who he would invite to his dream dinner party.
Whether you’ve been on the receiving end of a bad speech or you were the one on stage flailing away as your audience skimmed through their social media feeds, we’ve all been part of a fizzer of some sort and it ain’t pretty. We asked communications expert, Ross Neilson, of Menin Media, to share his advice on how to deliver the right words to make your audience switch off their phones, switch on their brains and listen to what you have to say...
You might be the CEO who has had the benefit of a professional speechwriter to help you deliver the results at the AGM, or maybe you're the MC at a friend’s wedding, preparing to give the toast, then you see all of those faces in the crowd and you freeze. No matter the audience or the circumstances, being the centre of attention can be a truly daunting experience.
If given the chance to whisper some words of wisdom to your 21-year-old self, what would you say? Would you focus on career, finances, travel, family? Words of encouragement or admonishment? We asked some of our recent interviewees and their responses were diverse. (Chances are, our younger selves wouldn't listen anyway.)
If you have only ever read Industry Moves' weekly newsletter without finding out more about what makes our service unique, then you may be missing out on a valuable information resource. Apart from our new premium research service, available for you to trial, there is a whole swag of free features that you could be using. You may not know that Industry Moves can...
Industry Moves reported on 408 appointments for the first half of this year made by 198 organisations. 44% of the 68 board appointments were awarded to women, but once again our statistics show disappointing results for those who are looking for an improvement in the gender balance of executive appointments in the finance industry.
Quantitative easing (QE) by the US Federal Reserve (Fed) has more than quadrupled its balance sheet over the last decade, from US$900 billion to US$4.5 trillion. Templeton Global Macro believes the Fed has been using emergency medicine long after the emergency has passed.
It's been nearly two years since we last spoke to Amanda Young, CEO of the First Nation Foundation. This week, just before she heads off for the Big Super Day Out Roadshow to be held in Brisbane, Cairns and Cape York, we catch up with Amanda and find out about an 'explosion of work' including programs that have delivered life-changing results for our nations’ first people. We also learn about the increase in super funds' involvement; though more are welcome, and necessary, to see this nascent economy flourish.
The Responsible Investment Association of Australasia (RIAA) surveyed 53 of Australia's largest super funds for the RIAA Super Fund Responsible Investment Benchmark Report 2018. With 81% of funds showing a commitment to responsible investment (RI), and the doubling of appointments of RI employees, it shows some healthy trends since the last survey in 2016. However, there is need for improvement, with just 10 funds identifying climate change risk as a key consideration in strategic asset allocation and only six funds showing activity in impact or community investing. Industry Moves asks Simon O'Connor, chief executive officer of RIAA to tell us a little more about the findings and how the association is working with its members to refine and articulate standards of approach to RI.
Environmental, social and governance (ESG) factors are being recognised in global fixed income investing as value-added indicators of potential economic performance. Templeton Global Macro CIO Michael Hasenstab examines ESG factors in investing and how they speak to an economy’s potential as an investment destination.