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News & Updates
2020
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Month Summary June - The Colonial First State Investments team reveals where investment opportunities could exist and shares insights into the possible path to recovery for financial markets in the future
- We’ve expanded our range of index funds with the introduction of three new investment options
- Peter Dymond and Jujhar Toki discuss the value of diversification and multi-sector funds in volatile markets
- Wade Matterson explains why portfolio design must evolve for the industry to survive
- Milliman also provides a practical example of why the Age Pension helps retirees with losses in turbulent times
- We reveal our updated Client Educational Hub to help support you and your clients
- We've reduced fees for the Aspect Diversified Futures Fund
May - Affirmative Investment Management discusses the future of impact investing following a once in 100 year event
- Product Specialist Alasdair McHugh provides an update on the activity and positioning of the Baillie Gifford Global Stewardship Fund
- Our investment managers reflect on how the first three months of 2020 played out across the principal asset classes
- We introduce a series of changes and enhancements to FirstChoice, FirstChoice Wholesale (Supplementary) and FirstChoice Employer Super in our new PDSs from 8 June 2020
- The Investments team provides the latest information on global markets
April - Scott Tully looks back at an extraordinary March quarter in his latest video update
- We recap on the key global events in our Weekly Wrap with George Lin
- Baillie Gifford discusses its Long Term Global Growth Fund and the importance of a long-term view
- Milliman analyses the spending patterns of retirees and presents a surprisingly positive message for advised clients
- The CFS Investments team rounds up the quarterly performance of various portfolios
- We share details on the launch of our new Colonial First State app
- The Colonial First State Investments team reveals where investment opportunities could exist and shares insights into the possible path to recovery for financial markets in the future
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Month Summary April - Scott Tully looks back at an extraordinary March quarter in his latest video update
- We recap on the key global events in our Weekly Wrap with George Lin
- Baillie Gifford discusses its Long Term Global Growth Fund and the importance of a long-term view
- Milliman analyses the spending patterns of retirees and presents a surprisingly positive message for advised clients
- The CFS Investments team rounds up the quarterly performance of various portfolios
- We share details on the launch of our new Colonial First State app
2019
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Month Summary December - Look back at the key events that took place in 2019 and provide insights into the year ahead
- Analyse the performance of all major sectors over the last year and what we anticipate looking ahead to 2020
- Weigh up the pros and cons of a ‘staycation’ and discuss why more people are choosing to stay put during the holidays
- Ask you for the gift of feedback - complete our short survey to tell us what you want to hear about in the new year
- Wish you an enjoyable festive season and a safe and prosperous new year!
November - We provide a business update on Acadian Asset Management
- Affirmative Investment Management provides a detailed analysis of liquidity in the green bond market
- Milliman discusses whether the 'bucket strategy' is a sound risk management technique when it comes to market volatility
October - We launch a new fund with our alliance partner, Baillie Gifford - introducing the Global Stewardship Fund
- We provide a summary of the key global events that took place over the last quarter, and the impact they had on financial markets
- Andrew Whelan from Milliman demonstrates how to avoid difficult conversations in a market downturn
- The Colonial First State Diversified Index Funds range receive a ‘Recommended’ rating from Zenith
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Month Summary September - Scott Tully, General Manager of Investments discusses the growing appetite for passive investing
- We provide a new suite of resources to help your clients achieve financial security, confidence and freedom
- We assess the Reserve Bank of Australia’s latest meeting and its decision to hold the cash rate steady
- We share some key developments related to Affirmative Investment Management
August - Trade war and equities - we recap on the last few days of events
- AIM shares its inaugural impact report, highlighting the positive change and financial returns investors have made through the Affirmative Global Bond Fund
- We look at the upcoming Portfolio Construction Forum's upcoming Strategies Conference, with this year's theme focusing on 20/20 Vision
- Aspect Capital provides an update on the Aspect Diversified Futures Fund
- Milliman highlights the key things to look out for when building retirement portfolios
- The CFS Investments Team provides allocation updates for our suite of funds
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Month Summary June - CommSec discusses the implications of the RBA rate cut
- Introducing Colonial First State's Index Series
- Milliman’s Wade Matterson discusses the 6 biggest mistakes when building a retirement portfolio
- Acadian analyses the Fed’s pivot: Significant course correction or economic reactivity?
- Aspect provides a performance update for the Aspect Diversified Futures Fund for the first quarter of 2019, during which the Programme made gains of approximately 7.6%
April - Milliman's Wade Matterson discusses the role data, technology and risk management are playing in portfolio design to enhance client outcomes
- Scott Tully, General Manager of Investments provides an overview of the range of options available through CFS Investments
- We explain how to fulfil the new FASEA requirements
- Milliman concludes its series of adviser interviews which illustrate how their strategies can help to protect client portfolios.
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Month Summary March - CommSec's Chief Economist, Craig James, rounds up the February earnings season
- We help you prepare for next week's Federal Budget
- James Anderson, Partner at Baillie Gifford, challenges Ben Graham's value principles in the book The Intelligent Investor, in the current environment
- Milliman continues its series of adviser interviews to discuss how their risk strategies can help to protect client portfolios
- And we talk to Bevan Green, Business Development Manager at Colonial First State, as he shares his views in this month's Meet the Expert
February - We support the call for controversial weapons removal from global indices
- Head of Investments, Scott Tully discusses what else we are doing in our journey to responsible investing
- Acadian examines the rise of attacks on cryptocurrencies
- Milliman kicks off a series of adviser interviews to discuss how their risk strategies can help protect client portfolios
2018
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Month Summary December - Commsec's Chief Economist, Craig James, provides a detailed analysis of the year that was - and the year ahead
- We highlight some of the big improvements we've made to our website, making it easier for you to access what you need - when you need it
- And we launch a new 'Meet the Manager' video series, kicking off with Affirmative Investment Management's, Stephen Fitzgerald
November - Over the past two months, global equity markets have traded with a higher degree of volatility. So what is causing this and what does it mean for investors? The CBA Global Markets Research team comments on the key triggers.
- Acadian examines the recent oil price volatility - what factors have driven this, and what are the implications for the longer-term outlook?
- Milliman explains why top of the table returns don’t always deliver the best results for investors.
- And we talk to Joanna Nash, Portfolio Manager at Acadian Asset Management, as she shares her views in this month’s Meet the Expert.
October - AIM’s Managing Partner, Stephen Fitzgerald discusses why impact investing is the way of the future for fixed income
- We welcome our new Alliance Partner, Baillie Gifford and invite you to an introductory webinar
- We take action to support a tobacco-free world
Milliman explains how they use futures to protect portfolios against risk - And we round up the quarterly performance of our Multi-manger portfolios
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Month Summary September - Milliman talks data, technology and algorithms
- The CBA Global Markets Research team reports on Australia’s second quarter GDP result
- Acadian reviews rising U.S. interest rates and escalating trade wars, an appreciating dollar, slowing global growth, and high levels of dollar-denominated debt
- Acadian investigates how demand is exceeding production in the oil market leading to steep inventory draws
- A guide to some of the key investment terms used by investment managers that are driven by sustainability as well as financial returns
- We talk to Dr Judith Moore, Partner, Verification & Impact at Affirmative Investment Management, in this month’s Meet the Expert
- And we look at the change made to a subset of the FirstChoice Multi-Manager Multi-Sector portfolios following a review in early 2018
August - Get to know our newest Alliance Partner, Milliman, Australia’s retirement and risk management specialist
- Milliman explains why asset allocation is not the only tool in an investor’s toolkit
- The Global Markets Research team looks at emerging market volatility, Turkey and the US dollar strength
- Acadian discusses why ESG considerations represent universally relevant investment criteria, and why they are particularly influential in their China investment process
- And we talk some more with Milliman, as Practice Leader Wade Matterson, shares his views in this month’s Meet the Expert
July - We invite you to come along to Portfolio Construction Forum’s upcoming Strategies Conference, with this year’s theme focusing on "Future-proof portfolios?"
- We take you through just what it takes to be adequately prepared for managed accounts
- Milliman discusses why building portfolios for retirees can be far more complex than for the average investor
- Aspect Capital provides a performance update for the Aspect Diversified Futures Fund for the second quarter of 2018
- We round up the quarterly performance of our Multi-manger portfolios
- And we talk to George Lin, Senior Investment Manager in the Investments team, as he shares his views in this month’s Meet the Expert
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Month Summary June - We discuss some important changes to the business
- We look at the recent course of events and potential implications, as President Trump threatens additional tariffs
- We invite you to join us for a webinar with Aspect Capital, who will provide an update on market activity and performance for H1 2018
- Acadian discusses the recent inclusion of China A-shares, a market previously only available to onshore Chinese investors, in the MSCI Emerging Markets Index
- We describe our attempt to become a more responsible investor and how this affects climate change
- And we talk to Jodie Tapscott, Senior Manager Corporate Responsibility in the Investments team, as she shares her views in this month’s Meet the Expert
May - We are pleased to announce the launch of our newest strategic Alliance Partnership with Affirmative Investment Management (AIM)
- Stephen Fitzgerald, Managing Partner of AIM discusses how investing with a purpose can make a positive impact on the world while delivering sustainable returns for clients
- Acadian Asset Management and Milliman discuss how technology can give your clients a better retirement
- And we talk to a bit more with Stephen Fitzgerald, Managing Partner of AIM as he shares his views in this month’s Meet the Expert
April - Aspect Capital provides a performance update for the Aspect Diversified Futures Fund for the first quarter of 2018
- We round up the quarterly performance of our Multi-manger portfolios
- And we talk to Jean-Christophe (JC) De Beaulieu, Head of Investments, Australia at Acadian Asset Management, who shares his views in this month’s Meet the Expert
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Month Summary March - CommSec’s Economists provide their perspectives on how trade tensions between the US and China have shaken global markets over the last week
- We highlight some recent changes in the FirstChoice Multi-Manager portfolios
- And we talk to Scott Tully, Head of Investments at Colonial First State, who shares his views in this month’s Meet the Expert
February - Acadian Asset Management discusses Bitcoin’s unsustainable sustainability problem
- Aspect Capital provides a performance update for the Aspect Diversified Futures Fund for the fourth quarter of 2017
- And we talk to Julian Maquieira, Senior Institutional Sales at Aspect Capital, who shares his views in this month’s Meet the Expert