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Showing 501 - 510 of 1178 results for "Macro"

Social infra to become core investment

ELIZABETH MCARTHUR  |  TUESDAY, 7 MAY 2019
High population growth, changing community needs and an ageing population will spur investment in social infrastructure. Speaking at the Property Funds Association conference, Arena REIT managing director Rob de Vos said: "An ageing population and proportionately ...

Super fund awards $100m debt mandate

KARREN VERGARA  |  THURSDAY, 2 MAY 2019
... trading significantly below measures of fair value. "Brandywine Global also benefits by identifying investments that its macro research suggests could face positive information surprises," said Taylor. Brandywine manages US$72 billion in assets globally. ...

Tribeca partners for new fund, hires lead

KANIKA SOOD  |  MONDAY, 29 APR 2019
... trading opportunities." "However, it is an extremely nuanced sub-sector given the notable influence of developed market macro policy and capital flows. John's background and experience having worked in the region for a global player like Farallon, has ...

Chief economist update: EUr next

BENJAMIN ONG  |  WEDNESDAY, 10 APR 2019
Just when we're just a handshake away from a Sino-US trade deal, another war on trade this way comes. US President Donald Trump must be wringing his hands at how he succeeded in making China kowtow - er, compromise - to his demands. Trump's ...

JPMorgan portfolio manager leaves

KANIKA SOOD  |  TUESDAY, 2 APR 2019
... manager at a $460 million JPMorgan strategy has left, sparking a review of the strategy at Morningstar. The JPMorgan Global Macro Opportunities Fund has been managed by James Elliot and Shrenick Shah since they co-created the strategy in 2012. Elliot ...

Future Fund hires from WTW

KANIKA SOOD  |  TUESDAY, 2 APR 2019
The $147 billion sovereign wealth fund has created a new deputy chief investment officer role and has hired a senior consultant from Willis Tower Watson to fill it. Sue Brake will join in June as Future Fund's deputy chief investment officer, portfolio ...

Channel Capital signs on new partnership

KANIKA SOOD  |  FRIDAY, 29 MAR 2019
... in emerging markets and may hold up to 20% allocation to frontier markets. The investment process starts with a thematic macro overlay and then bottom-up stock selection within it. The portfolio managers are John Malloy and Thomas Allarum who have a ...

Curtain call for JCP Investment Partners

KARREN VERGARA  |  WEDNESDAY, 27 MAR 2019
Boutique Australian equity fund manager JCP Investment Partners is closing its doors and will progressively wind down its funds. JCP said in a statement to Financial Standard it will return funds to clients and its workforce of 21 employees is "unable ...

Melbourne boutique hires portfolio manager

KANIKA SOOD  |  WEDNESDAY, 27 MAR 2019
A $2.5 billion Melbourne-based boutique has hired a new portfolio manager from a family office as it builds out its global capability. Ben Wang will work on Jamieson Coote Bonds' Global Bond Fund which opened to Aussie investors earlier this month ...

Chief economist update: Japan should raise taxes another day

BENJAMIN ONG  |  WEDNESDAY, 27 MAR 2019
... negotiations on the United Kingdom's exit from the European Union (EU) and their effects; and geopolitical risks". The same macro-risks every other central across the globe is guarding against. But there's one major risk that is unique to Japan ...