Active management and diversification are “essential” in the emerging carbon credit market. TelstraSuper is getting both through a new strategy from Apostle Funds Management.
Farming out sustainable investing to passive or low cost options isn’t “for the faint of heart”. In a new world where the winners aren’t as obvious, active management should thrive.
Active managers have been “getting it in the teeth” since the GFC, but that’s about to change as the massive misallocation of capital unwinds. The most valuable companies in the world are trading at a multiple that doesn’t befit their status.
Magellan has flagged acquisitions and the addition of alternatives strategies as part of a five-year plan to reclaim the $100 billion plus heights it last scaled in 2021.
The passive investment mega-wave has likely crested with active strategies poised for a long-overdue comeback over the next decade, according to a new Man Institute study.
US stock valuations based on forecast operating earnings regularly veer into ‘fantasy’ land, according to a new analysis by quantitative investment firm Research Affiliates (RAFI), with reality set to disappoint again in 2023 as recessionary risks remain.
How institutional investors generate returns now needs to change, according to a position paper from the Future Fund, with the very foundations of Modern Portfolio Theory shaken by the events of 2020-22.