Institutional funds and their managers tend not to talk about tactical bets, at least not in public. It’s a long-term game after all. But there are times when short-term opportunities can also match long-term strategies. Take China, for instance.
Super fund data companies are rushing to beat deadlines for June 30 figures, with heightened interest from industry participants and members. The median balanced fund was minus 3.3 per cent, SuperRatings said.
Half-way through the MAX and Investment Leadership awards for 2022, the audience was silenced by researcher and co-organiser Alex Dunnin. He said: ‘Life has caught up with us.” His forecasts were chilling.
Academically driven global index provider Scientific Beta has taken strides in its commercialisation with its latest offering. It has also prompted the question: is there a point where smart beta becomes dumb alpha?
The conventional view of emerging markets is that they represent a growth strategy and are prone to short-term fluctuations. A focus on the majority of stocks which pay dividends challenges that view.
China is a little ahead of the US in the current re-pricing of global equities. That, coupled with western geopolitical concerns, has presented a new round of opportunities.
While the media they use have been in a state of constant disruption for at least 25 years, the noble arts of sales and marketing remain steadfast in pursuit their goals. Next month’s MAX Awards will tell us how they are faring.
Investors and their fund managers have dumped Russian holdings in recent weeks amid worsening horror at the invasion of Ukraine. But active managers could lessen the blow for investors through new opportunities on the other side of a Russian trade. For Ninety One’s emerging markets team, Russia is an “ugly sideshow” to the main investment…
Quantitative investment management has undergone a massive lift in profile in recent years, largely due to the rise of ETFs and smart-beta strategies. But the ‘new quants’, as they are being called, are going much further than that. While hardly new to the space, Harindra (Harin) de Silva, a lead portfolio manager at Allspring Global…
Allspring Global Investments has launched an expansion into Australia and New Zealand led by new regional chief executive, Andy Sowerby. If history is a guide, the rollout of institutional funds management capabilities will be rapid. Sowerby, like Joe Sullivan, Allspring’s chairman and CEO, hails from Legg Mason, where he was the Melbourne-based regional head prior…
