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Lachlan Maddock

Editor

Lachlan is editor of Investor Strategy News and has extensive experience covering institutional investment.

Lachlan Maddock results

Why quants have the edge in China A-Shares

As China’s domestic market liberalises and regulatory upheaval eases, quant strategies stand to gain that will gain from the massive inefficiencies in its “opaque landscape.” While many bottom-up investors tout the domestic consumption story as the main reason for getting involved in China A-Shares, its huge, retail-dominated market also makes it perfect for a “nimble,…

Lachlan Maddock | 25th Feb 2022 | More
‘Your opportunity set has been cut in half’: Why venture capital is booming

As the amount of capital available to them soars and equity markets grow more volatile, companies increasingly don’t want to go public – and don’t need to. The number of publicly-listed companies on US exchanges has roughly halved from 8000 to 4000 in the last 20 years, according to Liberty Street Advisors. And while part…

Lachlan Maddock | 25th Feb 2022 | More
‘Wretched excess’ and index emperors: Munger takes aim

The near-centenarian investor believes that institutions like BlackRock and Vanguard will wield outsize power in the market, and that our latest period of “wretched excess” will end with a bang. As passive investing becomes the go-to for a new wave of dumb money, Wall Street’s masters of the universe have been replaced with the emperors…

Lachlan Maddock | 23rd Feb 2022 | More
US mega-cap dominance drags active managers: Frontier

Active managers are more sensitive than ever to valuation risk. But in recent times it’s been a case of “go big or go home.” In recent years, Frontier has noted a narrowing in the breadth of US equity market return drivers, and short-term extremes of the same, with just a handful of tech mega-cap stocks…

Lachlan Maddock | 23rd Feb 2022 | More
More work to be done for members after YFYS

In the aftermath of Your Future Your Super (YFYS), members of dud funds still aren’t moving their super. And it’s not clear what the government and regulators can do about it. It sometimes seems that so much time was spent on implementing the contentious YFYS reforms that the question of what would happen to members…

Lachlan Maddock | 23rd Feb 2022 | More
  • Time to think about equity duration: Epoch

    The last two years have seen an “anomaly” in equity markets where stocks with no dividends were king. But those who “kept the faith” might finally be rewarded. The concept of duration, while intrinsic to fixed income, doesn’t get much of an innings in equities. But John Tobin, managing director and portfolio manager at Epoch…

    Lachlan Maddock | 18th Feb 2022 | More
    The world still needs more oil: Pzena

    Investors are focusing too heavily on the transition to renewables and aren’t seeing the catastrophic implications of a short fall in oil supply, according to Pzena Investment Management. In recent times, a number of institutional investors have made waves by announcing sweeping divestments from fossil fuels like oil and thermal coal. But investors are pricing…

    Lachlan Maddock | 18th Feb 2022 | More
    Aussie funds still number one: Thinking Ahead Institute

    Australia’s superannuation system is leading the world in pensions, but the broader market is still missing opportunities on stewardship and technology. The Thinking Ahead Institute’s 2022 Global Pension Assets Study has named Australia the world’s number one pension market, with 20-year pension asset growth of 11.3 per cent per annum in US dollar terms. The…

    Lachlan Maddock | 18th Feb 2022 | More
    Hostplus, Maritime Super, go all the way

    The two funds have now committed to exploring a proper merger after announcing a pooled superannuation trust (PST) arrangement in 2021 that drew the ire of members of the Morrison Government. Hostplus and Maritime Super have signed a memorandum of understanding and will commence joint due diligence with an intention to merge in 2023, with…

    Lachlan Maddock | 18th Feb 2022 | More
    ‘We’ll only be trusted if we deserve to be trusted’: Magellan hunkers down

    Magellan has gone to its investors with a profit beat, a potential share buyback, and a promise that it will no longer be distracted by dalliances outside its core funds management business. Magellan came out swinging at its first results briefing since the surprise departure of Hamish Douglass, announcing an increased dividend, a potential share…

    Lachlan Maddock | 18th Feb 2022 | More
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