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Greg Bright

Consulting Publisher

Greg has worked in financial services-related media for more than 30 years. He is a former economics writer for the Sydney Morning Herald and assistant editor and business editor for the Australian Financial Review. Greg has founded many magazines, newsletters and conferences in the funds management industry. Titles he has launched include: Super Review, Investor Daily, IFA, Investor Weekly, Investor Supermarket, SMSF Magazine, the Blue Book, Investment Magazine, I&T News, Professional Planner, Top1000Funds.com, IO&C News, Investor Strategy News and New Investor.

Greg Bright results

Crisis, what crisis? Industry funds cash at record levels

by Greg Bright The cash holdings of big super funds outweigh any projected drawdowns because of the Government’s $20,000 early-release program for disadvantaged members by a big factor, according to figures compiled by Rainmaker Information. In fact, super funds have nearly $400 billion in ‘allocated’ cash and even more in ‘operational’ cash held mainly by…

Greg Bright | 19th Apr 2020 | More
Robeco and the factor zoo: sort the wheat from the chaff

In 2011, professor John Cochrane of the University of Chicago came up with the term “factor zoo”. A fan of factor investing, he felt, however, it had become “too much of a good thing”. Since about that time, the growth in new factor strategies purporting to deliver excess returns from systematic investing techniques has accelerated….

Greg Bright | 19th Apr 2020 | More
The value in value – it always wins out, eventually

In times of crisis value managers offer some comfort. They can see the silver lining, the light at the end of the tunnel, which other managers tend not to see. At this time of crisis, value managers, surely, after several years of underperformance, are about to come into their own. In a note to clients…

Greg Bright | 19th Apr 2020 | More
… as mean reversion gets nearer, or not

For a slightly different take on the same theme, GQG Partners, another US-based global manager, says that, to a certain extent, everyone is a value investor. No-one wants to over-pay for stocks, whether they seem ‘cheap’ or ‘glamourous’. Entry price is important across all styles. Rajiv Jain, the GQG founder, chair and CIO, says in…

Greg Bright | 19th Apr 2020 | More
How ESG is winning the bond market vote

by David Chaplin* Fixed income managers are latching on to the environmental, social and governance (ESG) trend pioneered among their equity counterparts “with a sense of urgency”, a new Russell Investments paper argues. The study authored by Russell global fixed income investment research director Yoshie Phillips, says over the last couple of years there has…

Greg Bright | 19th Apr 2020 | More
  • Immigration the key to quicker economic recovery

    Australia, for once, is one of the top countries in its budgetary response to the current crisis, at more than 10 per cent of GDP in federal government-promised spending. The Australian States and Territories have added to this amount. It’s probably around 15-16 per cent in total. How do we recover that money when the…

    Greg Bright | 5th Apr 2020 | More
    Super fund demand rises to sell illiquids

    In the current circumstances big funds are likely to have to sell at least some illiquid assets, presenting them with an operational issue. Enter the aptly named Melting Point Solutions, a San Francisco-based global specialist broker, represented in Australia and New Zealand by Allen Partners. Scott Riedel, an Allen Partners partner, says that there are…

    Greg Bright | 5th Apr 2020 | More
    Australian investors among most pessimistic about COVID-19

    A total of about 260 global asset owners, including 30-odd Australian fiduciary investors, completed a survey instituted by research and asset manager allocation firm bfinance late last week on how they are responding to the current COVID-9 crisis. We are more pessimistic than most other big investors. The survey also asked whether they were satisfied with…

    Greg Bright | 29th Mar 2020 | More
    Research Affiliates rolls out Australasian expansion

    Research Affiliates, the company which some folks think invented smart beta, even though they didn’t call it that back then, is expanding in Australasia. But its founder, Rob Arnott, is pre-occupied at the moment. Research Affiliates (RA) spends a lot of time looking at risks. And there’s a big one happening at the moment. Arnott,…

    Greg Bright | 29th Mar 2020 | More
    ‘Quiet revolution’: it’s better than strategic asset allocation

    by Greg Bright A move away from the reliance on traditional strategic asset allocation as the overarching strategy for big investors and towards the use of a ‘total portfolio approach’, will deliver an additional return of between 0.5 and 1.0 per cent a year, according to new research. Roger Urwin, Global Head of Investment Content…

    Greg Bright | 15th Mar 2020 | More
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