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Hedge funds, ‘hybrid alternatives’, in the hot seat

Uncertainty has returned to the market after a bumper 2020, fuelled by persistent inflation and a pandemic that never really went away. But in its latest alternatives outlook, JPMorgan warns that investors aren’t seeing the forest for the trees. “Up

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Fink calls for proxy power to the people

Larry Fink wants to make capitalism a force for good. A new proxy advice initiative could be one step in the right direction. Stakeholder capitalism is not about politics,” writes BlackRock CEO Larry Fink in his 2022 letter to CEOs.

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Age begets wisdom in funds management: Study

Chalk one up for the old guys: a new study has found that, where funds management is concerned, age is correlated with both performance and persistence. “The most consistent result from our estimates of the cross-sectional relationship between manager characteristics

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Market storm won’t change winners and losers

A storm has hit global equity markets. But investors should ignore the blood on the floor and focus instead on the big structural changes that will underpin earnings for decades to come. “The storm that’s hit Australian equity markets in

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Frontier wins GESB contract

Frontier Advisors has nabbed a contract with Western Australia’s Government Employee’s Superannuation Board (GESB). Frontier Advisors has won a $12.2 million multi-year contract with GESB, replacing incumbent consultant JANA Investment Advisers. Frontier will provide “tailored investment advice to help the

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Howard Marks on knowing when to hold ’em

Despite the popularity of that old adage, it’s never as simple as “buy low, sell high”. But if it’s not true, what are investors to do? “Everyone is familiar with the old saw that’s supposed to capture investing’s basic proposition:

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Grantham calls ‘the death of the vampire’

Jeremy Grantham believes the “superbubble” he’s been warning about for years is now on the brink of collapse – and that the “wild rumpus” can begin at any time. Calling the collapse of a market bubble is anybody’s game. One

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Why slow and steady still wins the race

In a world of concept stocks and near-meaningless valuation metrics, the trick to beating the market might well be ignoring it. “Hedge funds aren’t supposed to be a high-risk proposition,” says Omkar Joshi, principal and portfolio manager of Opal Capital

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Frontier wins GESB contract

Frontier Advisors has nabbed a contract with Western Australia’s Government Employee’s Superannuation Board (GESB). Frontier Advisors has won

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