NEWS
New Funds on Fundmonitors.com
Here are some of the latest additions to our database. Follow the links to view each fund's profile, where you'll have access to their offer documents, monthly reports, historical returns, performance analytics, rankings, research,...
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On the Road Again Part 3 - Hong Kong: 1 Country 2 Systems 3 Conclusions
The riots in Hong Kong are more than a protest about a change in deportation rules. Grievances are more fundamental and likely to simmer for longer than expected. These events have allowed the USA to exert some pressure on China in the...
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On the Road Again Part 2 Germany Calling
The second article following a research trip to Europe and Hong Kong. Germany is the epitome of fiscal rectitude and prudence. It is however surrounded by rather troublesome neighbours with whom it does most of its commercial transactions....
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What drove Loftus Peak's +35% net-of-fees return for 2019
Loftus Peak has been named among the top performing global fund managers for 2019. We believe our
investment philosophy and process underpin the successful year and longer-term track record.
investment philosophy and process underpin the successful year and longer-term track record.
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On the Road Again Part I the UK
The first of 3 reports on a visit to the UK Germany and Hong Kong to assess investment opportunities. Whatever the outcome of prolonged Brexit negotiations, the UK like other European countries, needs an increase in fixed domestic...
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Managing Income Expectations in a Low Yield Environment
With negative yielding bonds peaking at more than US$17 trillion, Shan Kwee, Portfolio Manager - Credit at Janus Henderson Investors, discusses why fixed interest investors need to carefully weigh up the risks of preserving their levels of income.
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Water Infrastructure in China
Kevin Smith takes a look at the development of water management infrastructure in China and key listed company in the sector, plastic pipe manufacturer China Lesso Group Holdings Limited.
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What happens if house prices go into orbit?
Over the past three months the run of strong Australian house prices has continued, posting a 2% increase for the month of October. This historically high level of appreciation has only been seen a handful of times over the past 30 years;...
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2020 Outlook: Australian Fixed Interest
In this insights article, Jay Sivapalan, CFA at Janus Henderson Investors, gives his outlook for 2020. He discusses the key themes likely to shape markets, the opportunities and risks he sees in rates markets and some of the important...
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Corporate opportunity - retirement income products always with protection
There is an increasing demand for retirement income products with protection and an acknowledged lack of product.
New products need to address market risk, sequencing risk and liquidity (Financial System Inquiry 2014,...
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