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‘Loss of optimism’ sees worst outflows since 2020

Managed equity funds have experienced their worst outflows since the Covid downturn of early 2020, according to Calastone. Specialist sector funds are feeling the pain too.

Staff Writer | 14th Apr 2023 | More
‘A really clear signal’: TelstraSuper seeds new Apostle fund as carbon markets take off

Active management and diversification are “essential” in the emerging carbon credit market. TelstraSuper is getting both through a new strategy from Apostle Funds Management.

Lachlan Maddock | 29th Mar 2023 | More
  • Why steady hands matter in private credit

    Private credit is experiencing massive growth at a time when the global economy is changing faster than ever. Investors need to look at where it’s going, rather than where it’s been.

    Staff Writer | 22nd Mar 2023 | More
    ‘Shiny objects and empty calories’ in sustainable investing

    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.

    Lachlan Maddock | 15th Mar 2023 | More
  • Human sacrifices, active management and the ‘most valuable company in the world’

    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.

    Lachlan Maddock | 3rd Mar 2023 | More
    Magellan eyes buys, alts on long road back to $100bn

    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.

    Lachlan Maddock | 17th Feb 2023 | More
    Appetite for diversifying strategies drops

    While diversifying strategies commanded the field through 2022, investors feel they’ve missed the boat on the returns to be had. Instead, they’re window shopping for more private equity.

    Lachlan Maddock | 15th Feb 2023 | More
    Cooper closes Asia fund as PM exits

    Cooper Investors has shuttered the retail and wholesale classes of its Asian Equities Fund following the resignation of portfolio manager Qiao Ma.

    Lachlan Maddock | 3rd Feb 2023 | More
    Man Group gets active as passive ‘reaches saturation point’

    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.

    David Chaplin | 1st Feb 2023 | More
  • Bear and bubbles: Grantham shouts another round

    Veteran investor, Jeremy Grantham, has nominated a falling global property market as lead contender to drive the next deflationary phase of the multi-asset ‘super bubble’.

    David Chaplin | 27th Jan 2023 | More
    Earnings learnings: Why forecasts are fantasy

    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.

    David Chaplin | 25th Jan 2023 | More
    ‘No simple answers’: The Future Fund’s brave new world

    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.

    Lachlan Maddock | 20th Dec 2022 | More
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