by Russel Chesler
, Director, Investments & Portfolio Strategy
The Italian political and debt crisis that financial markets woke up to in May echoed the Eurozone debt crisis of 2011 to 2012. Investors are questioning whether we are heading for a replay. The last European debt crisis resulted in a spike in volatility in global equity markets and during that period an international equity strategy came to the fore.
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by Russell Grigg
, General Counsel and Head of Compliance
Stock selection, once the domain of active managers, is now being used in innovative index solutions which can be tracked by low cost passive ETFs. Indexes are sometimes criticised by active managers as being backward looking, representing what has already happened, whereas investment opportunities exist only in the future. In the growing realm of ESG risk assessment, proactive stock selection is necessary for investors to avoid the companies that face the greatest risks, well before those risks materialise. Surprisingly, one index issuer is one of the most active in ESG research.
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by Jamie Hannah
, Vice President
With Unibail-Rodamco’s $32 billion takeover complete, Westfield security
holders will shortly receive a combination of cash and stapled securities in
the new French-owned group
As the new securities are not shares in an A-REIT, but CDIs (CHESS
Depository Interests) in a foreign entity, they will have different tax and
performance characteristics compared to A-REIT securities.
Investors looking to maintain diversified A-REIT exposure for income,
without over-exposure to the retail sector should consider MVA.
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by Russel Chesler
, Director, Investments & Portfolio Strategy
If you, like all active fund managers, believe that markets are inefficient, and the active Australian equities manager that you're invested with hasn't beaten the S&P/ASX 200 by 4% p.a. over the last four years, you can no longer afford to be indifferent to equal weight investing.
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by Arian Neiron
, Managing Director
February’s market blip has heightened investor worries
about the return of volatility. The go-to strategy for astute investors during
volatile times has been investing in profitable companies with strong balance
sheets and stable earnings growth. These
characteristics have helped smart investors separate those companies that may be
insulated against downturns from those that may fail.
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by Russell Grigg
, General Counsel and Head of Compliance
The recently listed VanEck Vectors MSCI International Sustainable Equity
ETF (ESGI) sets a high standard on environmental, social, and governance (ESG) ratings.
The ETF ranks #1 on ESG ratings from MSCI compared to its ASX ETF international
sustainable equities peer group.
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