The United States is currently experiencing an energy revolution due to the use of unconventional sources of hydrocarbons, in particular natural gas. This has broad reaching consequences for the US economy and indeed the global economy. Given the size of this thematic we have written this issue of The Frontier Line to explore the theme further and look at potential areas of opportunity for investors.
Readers of issue 92 of The Frontier Line (“The Secrets to Good Investment Decision Making”) might recall a section of this paper which asked the question “are governance and performance linked?” This issue of The Frontier Line seeks to answer this question in greater detail.
In this edition of Frontier Line, we highlight key differences between multi-sector and traditional fixed income investing, discuss what multi-sector fixed income investing is, how to categorise the universe and some approaches to benchmarking, assessing and monitoring managers and strategies. Finally, we cover off on the opportunities in the current market and strategies and approaches that can best capitalise on this environment.
A strategic transition is underway that will turn once straight forward super funds into complex financial services businesses. In this edition of Frontier Line our CEO Damian Moloney examines the drivers and consequences of these changes to the retirement savings and incomes industry.
“What makes a good investment decision making body?” is a question we’re often asked. The benefit of experience is you get to see lots of things happen and lots of decisions get made (and not made). This Frontier Line reveals the secret.