Zurich | Pioneering Insights » Technology http://pioneeringinsights.com.au Tue, 28 Nov 2017 00:02:02 +0000 en-AU hourly 1 https://wordpress.org/?v=4.2.22 First World Health – a thematic perspective from Lazard Asset Management http://pioneeringinsights.com.au/first-world-health-a-thematic-perspective-from-lazard-asset-management/ http://pioneeringinsights.com.au/first-world-health-a-thematic-perspective-from-lazard-asset-management/#comments Tue, 07 Mar 2017 01:13:12 +0000 http://pioneeringinsights.com.au/?p=819 Lazard Asset Management (the manager of Zurich’s Global Thematic Share Fund) recently evolved its investment thinking, introducing new themes into Global Thematic that more precisely capture the long term wealth creation opportunities identified by the investment team. One of the new themes is ‘First World Health’, which addresses the rising cost of healthcare globally, and specifically […]

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]]> http://pioneeringinsights.com.au/first-world-health-a-thematic-perspective-from-lazard-asset-management/feed/ 0 Has the hunt for yield reached emerging markets equity? http://pioneeringinsights.com.au/has-the-hunt-for-yield-reached-emerging-markets-equity/ http://pioneeringinsights.com.au/has-the-hunt-for-yield-reached-emerging-markets-equity/#comments Tue, 30 Aug 2016 02:15:14 +0000 http://pioneeringinsights.com.au/?p=790 High valuations for U.S. stocks coupled with low interest rates and ample liquidity have driven a much-talked about search for yield. Thankfully, we have not yet seen a broad impact on higher-yielding stocks in the emerging markets, writes Stephen L. Kinney, Portfolio Specialist with Wells Fargo Asset Management. Take utilities—often the prototypical dividend sector—as an […]

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]]> http://pioneeringinsights.com.au/has-the-hunt-for-yield-reached-emerging-markets-equity/feed/ 0 The business of sharing http://pioneeringinsights.com.au/the-business-of-sharing/ http://pioneeringinsights.com.au/the-business-of-sharing/#comments Wed, 25 May 2016 06:07:18 +0000 http://pioneeringinsights.com.au/?p=753 The Digital Revolution has paved the way for the rise of a global socio-economic ecosystem dubbed the ‘sharing economy’. And it is growing at a phenomenal pace, thanks to the seemingly overnight success of sharing giants like Uber and Airbnb. But is this just hype or should we as investors take note of the rise […]

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]]> http://pioneeringinsights.com.au/the-business-of-sharing/feed/ 0 Introducing the Zurich Concentrated Global Growth Fund http://pioneeringinsights.com.au/introducing-the-zurich-concentrated-global-growth-fund/ http://pioneeringinsights.com.au/introducing-the-zurich-concentrated-global-growth-fund/#comments Thu, 10 Dec 2015 00:58:37 +0000 http://pioneeringinsights.com.au/?p=646   Launched in partnership with our investment partner American Century Investments, Portfolio Manager Laura Granger highlights the key features and benefits of the new Zurich concentrated fund and how it can work within a client’s portfolio.

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]]> http://pioneeringinsights.com.au/introducing-the-zurich-concentrated-global-growth-fund/feed/ 0 How tech innovation is transforming the healthcare industry http://pioneeringinsights.com.au/how-tech-innovation-is-transforming-the-healthcare-industry/ http://pioneeringinsights.com.au/how-tech-innovation-is-transforming-the-healthcare-industry/#comments Wed, 11 Nov 2015 22:22:56 +0000 http://pioneeringinsights.com.au/?p=606 Despite certain high profile companies coming under fire recently, the healthcare sector has performed well this year. Zurich Investments takes a look at how tech innovation is opening up significant investment opportunities for investors over the long term.

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]]> http://pioneeringinsights.com.au/how-tech-innovation-is-transforming-the-healthcare-industry/feed/ 0 Zurich Investment Insights – The impact of unchanging US rates http://pioneeringinsights.com.au/zurich-investment-insights-the-impact-of-unchanging-us-rates/ http://pioneeringinsights.com.au/zurich-investment-insights-the-impact-of-unchanging-us-rates/#comments Mon, 28 Sep 2015 02:33:22 +0000 http://pioneeringinsights.com.au/?p=464 The recent decision by the US Federal Reserve to leave its rates unchanged reveals a lack of clarity predicted to keep markets jittery for the foreseeable future. Patrick Noble, Zurich’s Senior Investment Strategist looks at the reasons behind the US Fed indecision and what it means for financial markets in the foreseeable future.

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]]> http://pioneeringinsights.com.au/zurich-investment-insights-the-impact-of-unchanging-us-rates/feed/ 0 Investable Megatrends – The five changes in science, technology and society which will profoundly impact investment strategies within the next five years http://pioneeringinsights.com.au/investable-megatrends/ http://pioneeringinsights.com.au/investable-megatrends/#comments Tue, 28 Jul 2015 05:00:23 +0000 http://pioneeringinsights.com.au/?p=318 As we look through the constant barrage of market noise, short term fads, and the distractions of an increasingly ‘connected’ world, we begin to see some of big challenges facing the long-term investor.

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]]> http://pioneeringinsights.com.au/investable-megatrends/feed/ 0 Konnichiwa. Remember Japan? http://pioneeringinsights.com.au/konnichiwa-remember-japan/ http://pioneeringinsights.com.au/konnichiwa-remember-japan/#comments Tue, 23 Jun 2015 00:42:04 +0000 http://pioneeringinsights.com.au/?p=91 While the current fixation on Greece is understandable, it’s quite possible that investor focus would be better served on the resurgent Japanese equity market.

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]]> http://pioneeringinsights.com.au/konnichiwa-remember-japan/feed/ 0 The local ‘Fintech’ boom and the rise of new money http://pioneeringinsights.com.au/local-fintech-boom-and-the-rise-of-new-money/ http://pioneeringinsights.com.au/local-fintech-boom-and-the-rise-of-new-money/#comments Thu, 11 Jun 2015 19:04:58 +0000 http://pioneeringinsights.com.au/?p=10 ‘FinTech’ is the word on everyone’s lips at the moment. What may sound like just another buzzword is actually a global technology movement that’s disrupting all sectors alike, including asset management.

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]]> http://pioneeringinsights.com.au/local-fintech-boom-and-the-rise-of-new-money/feed/ 0 The new breed of blue chip http://pioneeringinsights.com.au/new-breed-of-blue-chip/ http://pioneeringinsights.com.au/new-breed-of-blue-chip/#comments Mon, 01 Dec 2014 19:04:41 +0000 http://pioneeringinsights.com.au/?p=8 The speed of change and technological advances can create a significant informational ‘edge’. It’s the new breed of blue chip, where ideas which were thought to be a long way into the future are now more possible than ever before.

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