Bitcoin: a cautionary tale for institutional investors

One would expect the inventors of the RAFI index to apply fundamental research to their work. When they turn to something as ephemeral as cryptocurrencies, the results are also entertaining. The Research Affiliates Fundamental Index (RAFI) is the strategy which

More »

Adviser decline approaches crisis point

The decline in the total number of qualified financial advisers accelerated towards the end of last year, at a time when the Government and advice industry itself are grappling to produce more affordable advice for the general population. The December

More »

Why China excites economists, disappoints investors

While all high-growth markets, such as many emerging markets, tend to disappoint equity market investors over long periods, China is a standout, according to Gerard Minack. The country is ‘the world’s best practice dilutor” of capital, he says. It’s the

More »

Rules for designing retirement incomes strategies

As the dust settles on the Government’s Retirement Income Review, the search for the most appropriate and cost-effective strategies for both large groups of people and individuals has resumed, aided by some new academic work which sets principles and rules

More »

David Coogan takes a bow for 40 years of achievement

David Coogan notches up his 30th straight CMSF conference this May, at which he resigns from the finance, risk and compliance committee of AIST, and accepts another round of grateful applause for his services to the super industry and heads

More »

NZ Super doubles down in local private markets

Shortly after David Neal was appointed as the inaugural CIO of the Future Fund, the guardians approved the appointment of global custodian Northern Trust as its asset servicing partner. No big deal, you’d think. Well, welcome to the world of

More »

Parametric promotes from within for head research role

Parametric Portfolio Associates has promoted Whitlam Zhang to fill the research role formerly held by Raewyn Williams, who resigned late last year. He becomes manager research and strategy for Australia and New Zealand. In the role, Zhang reports to both

More »

Retail investors tilt to ESG in emerging markets

The gap between fund flows for ESG-focused funds and their regular equity, multi-asset and bond counterparts in emerging markets widened further in the past six months, according to figures from Informa Financial Intelligence, a global data provider. Informa’s EPFR (Emerging

More »

Subscribe to our Newsletter

IN Partnership

New on Investor Strategy News