June 27, 2019

June 27, 2019 | Investments Insightz


Investing for slowing global growth

With so much noise in the media around slowing global economic growth at the moment, it’s understandable if you’re asking yourself - ‘how and where do I find growth opportunities in global equities that will suit my clients’ portfolios?’


With so much noise in the media around slowing global economic growth at the moment, it’s understandable if you’re asking yourself - ‘how and where do I find growth opportunities in global equities that will suit my clients’ portfolios?’

Bernard Chua, Senior Client Portfolio Manager at our strategic investment partner, American Century Investments, was in town recently. We asked him to share his insights on the macro environment and some of the key characteristics that the American Century Team look for when they are identifying investment ideas for the Global Growth funds in the current environment. Watch the video below to find out more:


Also, be sure to keep an eye out for our newest Global Growth offering as we launch the Global Growth Opportunities SMA on HUB24 in July 2019. The SMA is being launched in partnership with both American Century and HUB24 and is made up of 18-22 stocks of the highest conviction ideas from the Zurich Investments Global Growth portfolios. Speak to your Zurich representative to find out more.

The Zurich Investments Global Growth Share Fund is an international share fund for long-term investors who want to capitalise on the unique opportunities presented by companies with sustainable earnings acceleration. Our strategic investment partner, American Century Investments, manages the fund with the belief that accelerating growth in revenues and earnings results in significant potential for stock price appreciation. The focus is on inflection points in company fundamentals with a process designed to uncover stocks that can outperform as earnings growth accelerates, market expectations rise and multiples expand.

Zurich Investments are proud to have American Century as our strategic investment partner for the Global Growth funds. Find out more about the Fund here, or contact your Zurich representative to discuss how we can help you.

 

Important information: The content of this publication are the opinions of the writer and is intended as general information only which does not take into account the personal investment objectives, financial situation or needs of any person. It is dated June 2019, is given in good faith and is derived from sources believed to be accurate as at this date, which may be subject to change. It should not be considered to be a comprehensive statement on any matter and should not be relied on as such. Zurich Investment Management Limited ABN 56 063 278 400 AFSL 232511 of 5 Blue Street North Sydney NSW 2060, nor any of its related entities, employees or directors (Zurich) give any warranty of reliability or accuracy nor accept any responsibility arising in any way including by reason of negligence for errors and omissions. Zurich recommends investors seek advice from appropriately qualified financial advisers. Zurich and its related entities receive remuneration such as fees, charges and premiums for the financial products which they issue. Details of these payments can be found in the relevant fund Product Disclosure Statement. No part of this document may be reproduced without prior written permission from Zurich.
Past performance is not reliable indicator of future performance. GINN FVHHKJ.00012.ME.036. DFOY-014727-2019

June 27, 2019

A moment with Matthew Drennan

Welcome to the Zurich Investment Insightz newsletter for June 2019. It’s been a little over 12 months since I returned to Zurich Investments and I am pleased to be able to say we are tracking well against our growth strategy. I wanted to update you on some of the recent key achievements and upcoming product initiatives we are currently undertaking.

June 27, 2019

Recognising value in AREITs

As can happen with any asset class, from time to time sentiment can lead to irrational prices within the AREIT* universe. And this seems to be happening today, with securities in the office and industrial sub-sectors flying high while retail and residential securities have languished. But perhaps some of the headwinds that have been testing the residential names in particular are now starting to dissipate.

June 27, 2019

Looking through a sustainability lens

Sustainability is becoming an increasingly important part of the contemporary investment landscape. Indeed, successful long-term investing depends upon the identification of companies which have sustainable business models and goes hand-in-hand with environmental sustainability.

June 27, 2019

Market Update

In this month’s Market Update Charles Stodart, Investment Specialist, looks at the latest events driving investor sentiment across the major asset classes.