Investor Strategy News

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Green bonds enjoying fresh shoots despite US pushback on ESG

1 month ago | ioandc.com | Duncan Hughes

Green bond issuance has shrugged off a volatile first quarter and is set for a bumper year, despite the pushback from the Trump administration and US markets, according to bond specialists. AXA Investment Managers (AIM), which has $AU1.47 trillion under management, of which $824 billion is invested in environmental, social and governance (ESG) related, sustainable or impact investments, expects green bond issuance to reach a record $900 billion this year, driven by strong growth in Europe.
Australian mining, energy stocks hearing the siren call of Canada

1 month ago | ioandc.com | Duncan Hughes

Increased demand for key commodities from gold to critical minerals is set to maintain record numbers of Australian mining and energy companies listing on the Toronto Stock Exchange (TSX) – Canada’s largest stock exchange – this year, according to exchange officials.
Proposed tax changes to 'hit' the well-heeled and the low paid

1 month ago | ioandc.com | Duncan Hughes

The nation’s wealthiest and lowest-paid employees are being warned to brace for a superannuation shake-up affecting how much they can save for their retirement. The changes could affect millions of super savers, increase the system’s complexity, lead to lower savings and, in some cases, increase reliance on the age pension, critics warn.
Private credit funds experiencing explosive growth: Zenith

1 month ago | ioandc.com | Duncan Hughes

Australia’s private credit funds are more than 30 times larger than regulatory estimates, triggering concerns about the experience and expertise of some providers cashing in on booming private and institutional demand, according to analysis by Zenith Investment Partners. The research found about $60 billion in private credit broadly split between retail and wholesale investors compared with a recent estimate of about $2.8 billion by the Australian Securities and Investments Commission (ASIC).
Market shake-out creates ‘historic’ opportunities for investors

2 months ago | ioandc.com | Duncan Hughes

Investors need to “learn from history” to identify opportunities in volatile global stock markets and the risks of retreating from environmental, social and governance (ESG) standards, according to investment specialists. Their warnings come amid growing fears about stock market turbulence and major regulatory changes that threaten to dilute stakeholder safeguards intended to protect their strategies, they claim.
Family offices playing key role in explosive growth of evergreen funds

2 months ago | ioandc.com | Duncan Hughes |Penny Pryor

Family offices are expected to help drive a four-fold global growth in the use of evergreen funds investing in private equity and credit to nearly $AU65 trillion over the next decade, according to Hamilton Lane, a US-based alternative investment company with about $AU1.6 trillion under management and supervision.
Emanuel Datt

2 months ago | ioandc.com | Emanuel Datt |David Chaplin |Giselle Roux

The power of in-depth, fundamental research into companies and broader sectors and trends to generate alpha remains a compelling argument for active investment strategies.
Opposition’s first-home buyer policy ‘not a super idea’

Mar 28, 2025 | ioandc.com | Nicholas Way |Duncan Hughes |David Chaplin

It was only one line in Opposition leader Peter Dutton’s (pictured) Budget reply speech, but it ensured that allowing younger Australians to dip into their superannuation savings to buy property will be a frontline issue at the election. Dutton recommitted an incoming Coalition government to allow eligible first-home buyers to access up to $50,000 of their super for a home deposit “because it is better to get into a house sooner”.
Turbulent markets will suit commercial real estate: Analysts

Mar 28, 2025 | ioandc.com | Duncan Hughes |David Chaplin

Listed Australian commercial property funds, which outperformed the S&P/ASX 200 index in 2024, are better positioned to weather market volatility with institutions putting improving valuations and development opportunities under the investment microscope, according to fund managers and analysts. For overseas players, a weaker Australian dollar is a bonus, they add.
The good, the bad and the AI: Financial sheriffs take aim

Mar 28, 2025 | ioandc.com | David Chaplin |Duncan Hughes |Nicholas Way

Global regulators are racing to stay ahead of fast-developing artificial intelligence (AI) technology as it floods into financial markets with innovative tools, according to a new report. The International Organisation of Securities Commissions (IOSCO) study says that just four years after its first take on the tech “it is clear that the growing use of advancements in AI potentially give rise to new or increasing issues, risks and challenges that will need to be closely monitored by regulators”.