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Analysis

Emerging markets: You won't find this at home

17 April 2018 • By Arian Neiron • 1 min read

Emerging markets: You won't find this at home

Now could be the time to buy emerging market equities given that valuations, relative to developed markets, are looking compelling, writes Van Eck's A...

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Emerging markets: You won't find this at home

Can ESG enhance long-term performance?

Fund managers are going to need to align their investments with their clients' values (both ethical and political) in a way that also delivers competi...

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Emerging markets: You won't find this at home

Spaceship hits turbulence

The tech-focused super fund’s regulatory wrist slap shows the need for fund managers – and their marketing advisers – to speak plainly and hon...

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Emerging markets: You won't find this at home

From franking credits to global opportunities

If Labor's franking credits proposal comes to fruition, more and more investors will move away from their home bias and begin looking offshore for hig...

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Emerging markets: You won't find this at home

Are we seeing a shift in companies' social purpose?

Since BlackRock CEO Larry Fink wrote his annual letter to CEOs about the social purpose of companies, there has been overwhelming evidence of shifts...

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Emerging markets: You won't find this at home

The psychological pressures of competition

In the next few years, asset owners and managers will have to turn their focus towards tackling emerging social and psychological pressures felt by me...

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Emerging markets: You won't find this at home

Three technologies revolutionising fund admin

With fund administration undergoing technological transformation, keep an eye out for AI, machine learning and blockchain, writes blockchain-based sof...

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Emerging markets: You won't find this at home

Using shares to generate income

Investors often underappreciate the contribution that dividends make to the total return of the share market, writes Perennial's Stephen Bruce. Ho...

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Emerging markets: You won't find this at home

Could geopolitics make volatility worse?

Higher interest rates and inflation are likely to make capital markets more volatile, says AllianceBernstein's Darren Williams – and politics could ...

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Emerging markets: You won't find this at home

Five bond myths for 2018

JP Morgan Asset Management's Nick Gartside takes a look at five bond market myths in a year that could shake the preconceptions of fixed income invest...

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