Colonial First State Global Asset Management is the consolidated asset management subsidiary of the Commonwealth Bank of Australia. We have experience across a range of asset classes and specialist investment sectors with offices located in Sydney, Melbourne, London, Dubai, New York, Louisville, Paris, Frankfurt, Edinburgh, Hong Kong, Singapore, Tokyo, Jakarta and Auckland; and are represented in Beijing and Shenzhen through the First State Cinda joint venture. See www.cfsgam.com.au.
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Sticking to a long-term ‘set and forget’ asset allocation plan forgets those close to or in the retirement phase. Further, we are at a point where prospective returns in all markets are lower.
Impact investing is moving out of the fringe and into mainstream investing, and the trend is supported by millennials who will soon benefit from a massive wealth transfer.
We tend to overlook the older technology companies as we marvel at the likes of Facebook and Google, but technology evangelism has paid off over the long term.
With a high rate of adoption of the internet globally and the large growth in cloud computing, network-dense data centres are well placed to generate long-term returns.
Urban growth poses many challenges. The way we live and interact as a society, especially in growing cities, will continue to evolve including the way we shop, how we move around and how land is redeveloped.
Infrastructure assets are viewed as ‘bond proxies’ because they are supposed to have predictable cash flows, but investors should delve deeper into the regulatory risks, especially in a post-Brexit, post-Trump world.
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‘Value’ versus ‘growth’ often produces surprisingly different results, even in the same asset class, faced with the impact of rising interest rates, earnings disappointments and the subsequent de-rating of some stocks.
A look at the ownership profiles of different US infrastructure segments and their performance. How global listed infrastructure is providing solutions, and what impact President Trump may have.