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2021


  • Month Summary
    May
    • Scott Tully explores the appeal of digital investments and what investors should consider about the new kids on the block (pun intended)
    • While it wasn’t all smooth sailing for investments in April, markets closed largely higher as bond yields stabilised and the reflation trade continued its course; George Lin explains further in the latest Monthly Wrap
    • Guneet Rana from the Responsible Investment team takes a look at the latest climate change developments, what Australia’s doing about it and what these changes could mean for the future
    • The CBA team outline the potential implications of President Biden’s $US2.28tn infrastructure plans on the US economy and commodity prices
    • Baillie Gifford’s Alasdair McHugh and Caroline Cook talk about active investment, the energy transition, where we are now and how far we need to go
    • In the latest edition of Investor Digest the Investments team discuss the evolution of portfolio construction and analyse what’s next
    • The Investments team rounds up the quarterly performance for the FirstChoice Multi-Manager Multi-Sector and FirstChoice-Multi-Index options

    Read the May edition

    April
    • From Capitol riots and geopolitical challenges to vaccine setbacks, a social media buying frenzy, and an increase in global bond yields, George Lin recaps on the March quarter
    • The Baillie Gifford team reveal the research behind Tesla, one of the highest-profile investments in their 113-year history
    • Aspect Capital discusses whether or not we are on the cusp of the next commodity supercycle
    • Affirmative Investment Management highlights some of the biggest stories in Impact investing from 2020
    • We launch Investor Digest, a new podcast series breaking down the latest investment tips, economic insights, market developments and more
    • Lonsec upgrades CFS Index Multi-Sector Series to Recommended

    Read the April edition

  • Month Summary
    March
    • From vaccination rollouts to rising bond yields, the Investments team summarise the latest market developments
    • The CBA team looks at the Australian housing market, which is on the cusp of yet another boom
    • The Investments team unpacks the recent GameStop squeeze, explaining what happened and what we can learn about identifying market trends
    • Investment managers from the Baillie Gifford Long Term Global Growth Fund share their views on a number of hot topics
    • To mark International Women’s Day, some of the female members of the Investments team offer their perspectives on leadership, cognitive diversity and working in a traditional male-dominated industry

    Read the March edition

    February
    • George Lin, Senior Investment Manager at Colonial First State (CFS) provides a market update and future outlook in his January Monthly Wrap
    • Baillie Gifford’s Alasdair McHugh provides an update on the performance of the Global Stewardship Fund
    • The team at Aspect Capital examine the liquid alternatives landscape in what was a turbulent year, and also provide their observations and outlook for 2021
    • Senior Investment Manager Jujhar Toki discusses the current review of defensive assets at CFS in an interview with [i3] Investment Innovation Institute
    • The Investments team rounds up the quarterly performance for the FirstChoice Multi-Manager Multi-Sector and First-Choice Multi-Index options
    • We launch Investment Essentials, one of the many helpful resources in our Client Education Hub

    Read the February edition

    January
    • In what was an eventful year, the Colonial First State (CFS) Investments team looks back at some of the most interesting trends in markets in a video panel session
    • We also look forward and provide a market outlook for 2021
    • As we move into the new year, we provide a detailed analysis on the geopolitical risks to markets
    • Affirmative Investment Management summarises the key developments in the impact investing market

    Read the January edition

2020


  • Month Summary
    December
    • George Lin, Senior Investment Manager at Colonial First State (CFS) provides a market update and future outlook in his November Monthly Wrap
    • The CBA Global Economics and Markets Research team assesses the US economy’s prospects after four years of President Trump’s ‘America First’ policies
    • Aspect Capital’s Anthony Todd and CFS’s Peter Dymond discuss how alternative investments are becoming more accessible to everyday investors in a thought-provoking video
    • Learn why CFS believes it is important to invest in a sustainable and responsible way
    • Stephen Fitzgerald of Affirmative Investment Management explores the differences between ESG and impact investing
    • Read about the changes and enhancements to our Product Disclosure Statements

    Read the December edition

    October
    • 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 October edition

  • 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

Adviser use only

Unless otherwise specified, this document has been prepared by Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) 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 CFSIL 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. CFSIL 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. CFSIL also issues other investment products made available under FirstChoice Investments and FirstChoice Wholesale Investments, other than FirstRate Saver and FirstRate Term Deposits which are products of the Commonwealth Bank of Australia ABN 48 123 123 124, AFS Licence 234945 (CBA). CFSIL is a wholly owned subsidiary of CBA. CBA and its subsidiaries do not guarantee the performance of CFSIL 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. The Target Market Determinations (TMD) for our financial products can be found at www.cfs.com.au/tmd and include a description of who a financial product is appropriate for. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) before making any recommendations to a client. Clients should read the PDS and FSG before making an investment decision and consider talking to a financial adviser. The PDS and FSG can be obtained from www.cfs.com.au or by calling us on 13 18 36.

From time to time, CFSIL enters into alliance partnerships with dedicated and experienced investment specialists. Each alliance represents an agreement for CFSIL 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. CFSIL 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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