MM Newsletter
01 May 2023
Latest News
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Are younger fund managers in over their heads?

A whole generation of investment managers — and some central bankers — are navigating an economic landscape they have never experienced.

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Australia’s $250bn Future Fund returns to active equity management

The $250 billion Future Fund is moving back to active management for its equity allocations, six years after stating it was “nigh on impossible” for active managers to add value over and above their fees.

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Industry veteran to depart Janus Henderson

Investment strategist Frank Uhlenbruch is to leave Janus Henderson after almost 30 years.

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Addressing ESG concerns on the ASX 200

With sustainable investing becoming increasingly popular, 80 per cent of ASX 200 companies now link remuneration to ESG outcomes.

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Why successful EM investors need ‘emotional grit’

Despite its history of volatility, emerging markets offer rewarding returns for investors with long-term “emotional grit”, says this Fidelity investment director.

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Is commercial real estate the ‘next penny to drop’?

Is it “too early” to call an end to the banking crisis amid uncertainty in the commercial property space, threatening to undermine the viability of highly exposed institutions?

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