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BMO builds out Australian presence

BMO Global Asset Management has recruited Harry Page from Rainmaker Information as the Sydney-based assistant v.p. for intermediary sales, primarily focused on two of the firm’s subsidiaries, Pyrford International and LGM Investments. This will allow director Michael Angwin, who has

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A stirring call to invest in emerging markets

It’s time to adopt a different view of emerging markets, according to Will Sutcliffe. Time to shake off the connotations of a third-world marketplace and recognise that the major emerging markets are the lands of giants, not demons. Such is

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What a Biden presidency means: Capital’s Thawley

Capital Group has a handy person to call on when it comes to looking at US politics from an Australian perspective – a former Australian ambassador to the US and Capital’s vice chairman, Michael Thawley. He thinks investors shouldn’t be

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Big pension funds under-report costs – study

About half of institutional asset owner costs get lost in the wash, according to a new study by CEM Benchmarking. An analysis of 24 large global asset owners representing over US$4.4 trillion found 49 per cent of investment costs were

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En Vogue: Trendspotting and thematic investing

From Long-Term Thematic Trends to Short-Term Trend-Following Momentum Trendspotting isn’t just about what’s en vogue. For investors, the duration of trends covers a wide spectrum – from multi-year (or multi-decade) secular themes, through to shorter-term trend-following strategies, which see

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State Super takes the plunge with China-only mandate

The $44 billion State Super NSW fund has made its first single-country market investment outside Australia, into an ‘All China’ equities strategy managed by Ninety One. The rare allocation and precise choice of mandate were focused on risk mitigation, according

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New-look Federated Hermes beefs up Australia, Asia

Federated Hermes Investors is sharpening its focus on the Asia Pacific region, with the establishment of a subsidiary in Sydney, with a new head of distribution for Australia and New Zealand, and the recruitment of two new sales directors for

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How to construct a benchmark for retirement products

As super funds still struggle to build and manage their own better pension products, conscious of the ticking demographic clock, one of the key aspects to doing so will be the establishment of the most appropriate benchmark. Parametric runs through

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Is it time to be dynamic?

Dynamic asset allocation (DAA) refers to the process of frequently and significantly adjusting the mix of asset classes in a given portfolio. It sits at the stark opposite end of the strategic asset allocation (SAA) approach implemented by most financial

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