Colonial First State Global Asset Management

Time to forget “Set and Forget”?

Kej Somaia

The simplicity of set-and-forget investment approaches is that once established, you don’t need to worry about them too much. Set…and…forget. It’s simple and it rhymes! Now, you will need to determine things like rebalancing and reinvestment policies but month-to-month, day-to-day and minute-to-minute, there’s a reasonable chance of achieving your return... Show More

Outlook 2018: Volatility coming as central bank support winds back

Colonial First State Global Asset Management

After a favorable “risk on” year that brought numerous new highs to many stock market indices worldwide without significant drawdowns, investors have perhaps become lulled into a state of complacency and security around their investment portfolio allocations. Show More

Electric cars set to benefit investors in LG Chem

Colonial First State Global Asset Management

As the widespread adoption of electric cars gradually becomes reality, battery power is brightening the outlook for some commodities. This emerging theme appears set to drive increased demand for a surprisingly broad array of commodities – some with very little historical industrial demand, and others with a long history of... Show More

The Great Transition - Is technological change shrinking the demand for physical capital?

Colonial First State Global Asset Management

The shape and value of capital is changing. Technological advancements now allow consumers to access markets more cheaply in pursuit of products and services which better serve their needs. This shift from homogeneous to personalised, high quality and competitively priced products and services has begun to transform the production side... Show More