Fund Manager News

4th Dec 19 - Claudia Kwan, Analyst Morphic's analyst Claudia Kwan, recently appeared on "Bloomberg Markets: China Open"  and discussed Chinese and Japanese stocks.

5th Dec 19 At the Morphic Ethical Equities Fund AGM in Sydney last month, several investors asked questions about the revolutionary hydrogen powered trains produced by French rail manufacturer Alstom. Alstom, which has been one of the Morphic Funds’ largest investments for nearly five years, has pioneered the commercialisation of the hydrail concept, which first…

Morphic's Head of Macro & Risk, Geoff Wood, recently appeared on CNBC, discussing U.S. President Donald Trump’s response to the Hong Kong human rights bill amid unrest in the city.

As 2019 draws to a close, equity market gains are showing little signs of slowing with the three major indices in the US making fresh record highs in November. It’s a similar story in Europe with the DAX at its highest level since early 2018 and in France, the CAC 40 made a new multi-year…

Hamish Pepper - 28th Nov 19 Harbour’s internal Macro Research Day is a chance to hear from external research providers, challenge assumptions and anchor our medium-term view. The local outlook is mixed. Monetary conditions have eased and should support a recovery, but structural impediments mean business confidence may not pick up. The global picture has…

2nd Dec 19 - Greg Fleming, Head of Investment Strategy. The past month has been comparatively quiet for global and local markets, with the geopolitical headlines that unnerved investor throughout the middle of the year dissipating. Greg runs through the performance of major equity markets year to date as well as taking a closer look…

2nd Dec 2019 - Emily Woodland - Co-Head of Sustainable InvestmentHong Kong, China The spectre of rising sea levels tends to dominate perceptions around the risk of climate change, but the more imminent threat may actually be a lack of water, rather than inundation. According to the OECD1 climate change is, to a large extent, water change, and…

AMP Capital - Top take-aways from a climate change action summit 2nd Dec 2019 - Adam Kirkman - Head of ESG Sydney, Australia A summit representing the interests of institutional investors was held in Sydney recently to understand and act on the risks and opportunities associated with climate change and their portfolios. The Investor Group on Climate…

Nov 25th 2019 - Richard Lawrence - Senior Vice President, Portfolio Management Back in July, I wrote about the idea that we spend more time thinking about what the world might look like six to 12 months forward than what it looks like today, as we try to anticipate what may change in the global economy over that time…

India’s equity markets are represented by numerous indices as a yardstick to measure generic investment returns from investing in the region. However, there are some observations into these indices that investors should consider, particularly if considering a long-term investment into the region. Developing economies are more influenced by their Government and Central Bank policies and…

“The great tragedy of the climate crisis is that seven and a half billion people must pay the price - so that a couple of dozen polluting interests can continue to make record profits." Michael Mann, leading climate scientist. MARKET COMMENTARY A recent article in the Guardian reported that 20 firms globally are behind a…

We subscribe the view that "Content Remains King" and this is why we believe Disney remains such a compelling long-term investment for the Elevation Capital Global Shares Fund. Read on >