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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

  • 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

  • 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


  • 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

  • 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

  • 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

  • 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

Adviser use only

Unless otherwise specified, this document has been prepared by Colonial First State Investments Limited ABN 98 002 348 352, AFS Licence 232468 (Colonial First State) based on its understanding of current regulatory requirements and laws as at the date of publication. While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including Colonial First State or any member of the Commonwealth Bank group of companies, accepts responsibility for any loss suffered by any person arising from reliance on this information. Colonial First State is the issuer of interests in FirstChoice Personal Super, FirstChoice Wholesale Personal Super, FirstChoice Pension, FirstChoice Wholesale Pension, FirstChoice Employer Super offered from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557. It also issues interests in the Rollover & Superannuation Fund (ROSCO) and Personal Pension Plan (PPP) offered from the Colonial First State Rollover & Superannuation Fund ABN 88 854 638 840. Colonial First State also issues other investment products made available under FirstChoice Investments and FirstChoice Wholesale Investments, other than FirstRate Saver, FirstRate Term Deposits and FirstRate Investment Deposits which are products of the Commonwealth Bank of Australia ABN 48 123 123 124, AFS Licence 234945 (the Bank). Colonial First State is a wholly owned subsidiary of the Bank. The Bank and its subsidiaries do not guarantee the performance of FirstChoice products or the repayment of capital from any investments. This document provides information for the adviser only and is not to be handed on to any investor. It does not take into account any person’s individual objectives, financial situation or needs. You should read the relevant Product Disclosure Statement (PDS) before making any recommendations to a client. Clients should read the PDS before making an investment decision and consider talking to a financial adviser. PDSs can be obtained from colonialfirststate.com.au or by calling us on 13 18 36.

 

From time to time, Colonial First State enters into alliance partnerships with dedicated and experienced investment specialists. Each alliance represents an agreement for Colonial First State to provide third party distribution services within the Australian Financial Services intermediary market.

 

Past performance is no indication of future performance.

 

Stocks and investment options mentioned are for illustrative purposes only and are not recommendations to any person to buy sell or hold these stocks.

 

Taxation considerations are general and based on present taxation laws and may be subject to change. Clients should seek independent, professional tax advice before making any decision based on this information. Colonial First State is also not a registered tax (financial) adviser under the Tax Agent Services Act 2009 and clients should seek tax advice from a registered tax agent or a registered tax (financial) adviser if they intend to rely on this information to satisfy the liabilities or obligations or claim entitlements that arise, or could arise, under a taxation law.

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