Blog categorized as Insights

Key Insights:

• UN PRI and UN SDGs provide strong encouragement and a defined framework for investors to assess impacts of their investment decisions including carbon emissions and its impact on climate.
• Australia has the highest per capita greenhouse gas emissions in the OECD (26 tCO2e/person/year). Th...

From our latest Mumbai office note, we've explored GST's transformational effects on India, where we highlight why many listed Indian businesses will create significant wealth for investors during this period of momentum!

India’s Prime Minister, Narendra Modi introduced India’s biggest tax ...

Key Insights:

• Superannuation asset allocation towards listed and unlisted real estate has steadily increased since 2013.
• Retail funds have the highest exposure to GREITs, aging demographic profiles of several non- retail funds is expected to increase the demand for listed real estate over unlisted.
• GRE...

Football World Cup 2018 is creating waves, and last week, we saw how the countries fared in FX & Football for Round 16.  

The big quarter-finals start today: will we better our 50% prediction rate this time around? 

Here are our predictions: 

Quarter-finals:

URUGUA...

With proper FX Risk management, firms can enhance their strategic decision-making process by assessing the costs, benefits, and risks associated with currency fluctuations. FX hedging does not have to be complex to be effective, it can just be as simple as a Forward Contract. 

The...

Some highlights:  

⇒ January 2018:

 

• Australia ANZ Consumer Confidence strengthened: Highest score since October 2013. 

• Australian state Victoria to double the value of its export to India to AUD 1 billion over the next decade.
  • Doubling the number of Victorian businesses engaged ...

What does the Family Office basics entail?

• Clear Objective - in terms of wealth creation, preservation, and monitoring
• Investment - a minimum baseline; specific areas of interest; value propositions - which may vary in terms of the entry point and the stage of the company /...

The 2018 FIFA World Cup is underway, and the field has been set for the 16th round of the world's biggest sporting event. 

Did you know - World Cup 2018 has garnered over 117.3 million views in India alone! 

We are trying to predict who is going to win the next ...

Below are the highlights: 

• Global listed infrastructure investors have earned very healthy returns over the past decade.
• Despite increasing allocations in the past decade, the asset class is still under owned by many Superannuation funds.
• Strong secular returns have been underpinned by earnin...

Despite the high certainty of global small caps out-performing global large caps (aka the ‘small cap effect’) over the long term, Australian institutional and wholesale investors have been reluctant to allocate equity capital outside the global large caps and global emerging markets. As a matter of ...

• There was a high level of persistence in growth, momentum and quality factor premiums over 3, 6 and 12 month periods.
• In addition value factors underperform with high level of persistence over time periods and acros...

Here's your monthly round up of the latest Foresight posts.

Do active managers add value in Emerging market equities? Part 1.

• Emerging Markets (EM) have been outperforming Developed Markets (DM) and this trend is likely to continue given the fundamental backdrop.
• Factor premiums across EM have been ver...

Indian FinTech industry is without doubt growing at an outstanding pace, giving the highest RoI of 29% against the global average of 20.1%. (Source: PwC - Redrawing the Lines - 2017). Statista reports that the transaction value of the Indian fintech market is $44,068mn in 2017, with a...

In our last insights, we saw the advent and evolution of Internet of Things (IoT) & related fields - their ongoing, humungous impact on the growth trajectory, and the need for connectivity to offer simpler, richer and energy efficient ways to perform any task. Harbouring on that resourceful role...

India is at the phase of a massive growth influx, with rapid transformation, rising reforms, increasing innovations, and a huge and eager market. In this insights, we will see how it ties together different aspects of its vast market, beckoning investors to cash in on the growth potential.

Economic o...