Editorial

Doom, gloom or boom? The outlook for global markets

If Harvard professor Larry Summers is to be believed, the US – and the world – can expect bleak times ahead, with sluggish growth and an ever-increasing jobless rate. But...

Editorial

Global equities’ winners and losers

Chad Padowitz reviews the regions and sectors investors should target – and avoid – in 2014. ...

Editorial

Waiting for risk markets to bounce

While risk markets look a little shaky in the near term, the prospective easing of the world’s major central banks could see optimism return later in the year, writes And...

Editorial

Listed infrastructure - renaissance of an asset class

For investors wanting a healthy mix of yield and stability, listed infrastructure could be the way to go, writes Jonathan Reyes. ...

Editorial

Renewed focus on the important role of custodians

Custodians are sometimes out of sight and out of mind, but as Damon Taylor writes, recent events have reinforced the vital role they play in the Australian superannuation...

Editorial

Can emerging markets go the distance?

What happens after 10 per cent growth? The history of emerging market growth shows few economies last the distance, according to Chris Watling....

Editorial

Why low interest rates are here to stay

While the Australian economy has been expected to be affected only tangentially by fiscal problems experienced elsewhere, at an investment level there are strong effects ...

Editorial

How do research houses manage conflicts of interest?

As a result of RG79 section D, ‘Avoiding, controlling and disclosing conflicts of interest’, what has your firm changed, or what will it change, in terms of both its busi...

Editorial

Tailoring exposures for Australian investors

Australians have sought offshore diversification for years. The logical extension is to think more deeply about how to make offshore exposures complement local ones, acco...

Editorial

For what types of funds are performance fees warranted?

This month, PortfolioConstruction Forum asked the research houses: For what types of funds are performance fees warranted, and what is a reasonable performance fee struct...

Editorial

Growth in financial services recruitment defies market gloom

Bela Moore and Andrew Tsanadis find some pockets of the financial services industry are hiring while others have brought their recruitment activities to a halt....

Editorial

Financial services recruitment - if not now, when?

After a substantial part of the year when employers and employees seem to have been marking time in terms of job recruitment, things may be about to change, write Andrew ...