News & Updates

2020

• September Quarter 2020

  Month	Summary
  September	Scott Tully, General Manager of Investments offers insights into investment performance from the September quarter Colonial First State’s Australian equities portfolio manager, Ben Lam provides an overview of results from the highly anticipated Australian reporting season The CBA Global Economics and Markets Research team considers three likely scenarios for the US election and potential AUD/USD reaction Senior Investment Manager George Lin discusses what a Coronavirus vaccine might mean for financial markets Stephen Fitzgerald, Managing Partner at Affirmative Investment Management discusses the Responsible Investment bond market Tim Garratt, Partner at Baillie Gifford explains how they are challenging established opinion and why asset allocators must align themselves with the future rather than cling to the lessons of the past We’re pleased to advise that we have reduced the management fee for the Baillie Gifford funds Read the September edition
  August	George Lin, Senior Investment Manager at CFS provides a detailed market update and forward-looking views in the August Monthly Wrap As Australia officially enters a recession, the CFS Investments team explains why expansion and contraction in an economy is normal Mark Urquhart, Investment Manager at Baillie Gifford shares his views in a Coronavirus driven global economy Affirmative Investment Management presents their latest annual Impact Report We share our new brand campaign Read the August edition
  July	Scott Tully General Manager of CFS Investments provides an update on markets for the June quarter Razvan Remsing from Aspect Capital discusses how the events of this year may have impacted different types of systematic portfolios Aspect Capital also analyses what a stagflationary environment might mean for asset owners’ portfolios Join us today for a webinar with Affirmative Investment Management as they present their latest annual Impact Report The CFS Investments team rounds up the quarterly performance for the FirstChoice Multi-Manager Multi-Sector and First-Choice Multi-Index options Read the July edition

• June Quarter 2020

  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 Read the June edition
  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 Read the May edition
  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 Read the April edition

• March Quarter 2020

  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 Read the April edition

2019

• December Quarter 2019

  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! Read the December edition
  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 Read the November edition
  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 Read the October edition

• September Quarter 2019

  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 Read the September edition
  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 Read the August edition

• June Quarter 2019

  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% Read the June edition
  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. Read the April edition

• March Quarter 2019

  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 Read the March edition
  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 Read the February edition