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Showing 201 - 210 of 338 results for "Thematic"

Dividend cuts not as bad as expected

KANIKA SOOD  |  FRIDAY, 21 AUG 2020
... performance from a range of companies like Mineral Resources, Mount Gibson Iron, Rio Tinto and BHP, and we think this strong thematic is likely to see a strong performance also from Fortescue Metals when they report," he said.

How to make sense of reporting season

ALLY SELBY  |  TUESDAY, 18 AUG 2020
... have demonstrated significant guidance restraint, with subdued earnings revisions and hibernation plans also emerging as thematic trends. "Many companies have been hit hard by the pandemic, while the disruption has turned into a powerful tailwind for ...

J.P. Morgan launches ESG integration policy

RACHEL ALEMBAKIS  |  TUESDAY, 14 JUL 2020
... the new policy statement, the sustainable investing team will focus on building their proprietary ESG scoring system, thematic research and analytics, with a key focus on climate change and carbon transition. JPMAM has $1.7 trillion ESG integrated as ...

Chi-X releases viral TraCRs stocks

ALLY SELBY  |  THURSDAY, 25 JUN 2020
... Chi-X Australia chief executive Vic Jokovic said the new TraCRs additions provide investors with exposure to the latest thematic opportunities presented by the pandemic. "COVID-19 has changed the way we live and work, so it is only natural that it is ...

A-REIT winners, losers of the 'new normal'

ALLY SELBY  |  TUESDAY, 9 JUN 2020
... Pham noted, recommending investors focus on REITs with sustainable earnings growth, strong balance sheets and favourable thematic drivers in the months ahead.

Charter Hall extends JV, makes acquisition

ELIZA BAVIN  |  THURSDAY, 4 JUN 2020
... Harrison said. "Accessing the on-going growth and resilience of grocery retailing in Australia has been a consistent thematic driving the growth of our Industrial and Logistics portfolio toward $10 billion and beyond, now representing 25% of our enlarged ...

Survey shows future of mandates

ELIZABETH MCARTHUR  |  FRIDAY, 29 MAY 2020
... embracing of sustainable investing, while 78% said financial return potential was driving uptake. And 88% are addressing thematic issues through their investment approaches. Climate change was the top environmental issue these asset owners identified ...

Small caps soar amid accelerated revolution

ALLY SELBY  |  THURSDAY, 21 MAY 2020
Although the last two months have been marked by increased volatility and disruption, small caps have largely outperformed. During March, small caps performed broadly in line with their larger counterparts, with the ASX Small Ordinaries Index dropping ...

Pinnacle boutique launches Cayman fund

KANIKA SOOD  |  THURSDAY, 7 MAY 2020
... outperformance to S&P 500 in March and 14.04% outperformance in February. It has also outperformed the HFRI Macro Discretionary Thematic Index YTD and since February 2019 inception. "The focus of the fund in investing only in liquid products and its ...

Time to step up or face the music

ALLY SELBY  |  THURSDAY, 2 APR 2020
... unprecedented surge in premature deaths of vulnerable citizens, it would be ill-advised to ignore a whole series of other major thematic challenges, that themselves, are equally going to create huge pressure on the system and potential costs to life," ...