New Investor

8IP opens impact investing fund to retail investors

Boutique equity manager 8IP (Eight Investment Partners) has opened its ‘Australian Equity Impact Fund’, previously available only to ‘sophisticated investors’, to the retail market. The manager believes this is a first in Australia and capitalises on a trend among big…

Company earnings growth sustainable – Martin Currie

For investment manager Reece Birtles, the bullish takeout from around 160 S&P/ASX companies reporting their December half results was a broad-based increase in sales. Birtles, who is Martin Currie Australia’s chief investment officer, said 38 per cent of companies reported…

How ETFs turned the old passive/active debate on its head

The world of ETFs continues to evolve and appears to be gradually drifting towards what the early listed index funds opposed at their inception: the world of active funds management. What is this trend all about? What an increasingly obscure…

Why US tariffs may stoke more volatility

By Henry Peabody* The Trump administration’s plans to impose tariffs on imported steel and aluminium will have big-picture consequences in the macroeconomic and geopolitical environment that we – at Eaton Vance – believe will impact interest rates, inflation and currency…

Fund manager turns to Google Home to boost engagement

Boutique global equities manager AtlasTrend has turned to Google Home in a bid to increase engagement with its investor content. Investors will be able to use voice activation technology to inquire about stocks in their portfolio and general investment topics.…

Credit Suisse Private Bank’s benign view of markets

In a quietly bullish assessment of the investment world for Australians, Credit Suisse’s Private Banking division has reviewed global markets and delivered a ‘steady as she goes’ report to clients. At a briefing in Sydney this week, the global bank…

Proposed loan contract reforms advice opportunity

Financial planners have an opportunity to extend their businesses into the area of finance contract advice if the Australian Government acts on recommendations of a recent inquiry into small business loans…

Coolabah strengthens board and investment staff

Coolabah Capital, the $1.2 billion boutique credit manager, has strengthened both its board and investment team with new recruits…

Rules take their toll: listed crowdfunder throws in the towel

Crowdfunding specialist CoAssets has ceased operations in Australia, citing the limited scope offered by new crowdfunding legislation as one of the reasons for what it hopes will be a temporary interruption to its business here…

The new world order – Investec

Michael Power, Investec Asset Management’s celebrity strategist, this week threw out some confronting ideas about the direction of our capitalist world. Maybe the party is over…