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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.
Institutional investors are mostly unaware of what’s dragging on their performance, according to analysis by Northern Trust Asset Management. Having too many managers with the same style is part of the problem.
Geopolitical tension has pushed aside cyber-worries and pandemic fears to take the top spot in the latest Depository Trust & Clearing Corporation (DTCC) poll of the global financial services industry.
2022 has left investors battered. The start of 2023 will leave them merely bruised. But analysts and economists alike aren’t pricing recession right.
The chaos of 2022 has reset valuations to the point where they’re hard to ignore, according to J.P. Morgan Asset Management. That doesn’t mean the future of markets is any less cloudy.
When the bear market reverses, something very different might lead the way out. The adaptability and flexibility of a momentum-based approach could be a boon.
As rising inflation and rates bite into returns, institutional investors are increasingly turning to factor investing to help them weather the storm.
China A share quant house Mingshi is turning its algorithms on the sustainable investing opportunity as government support for a greener economy grows.
Up to 90 per cent of fund managers globally are in danger of losing further market share over the next decade as organic growth grinds lower and competition ramps up, according to a new study by financial technology firm, Broadridge.
A Texas snowstorm holds hard lessons for Australian super funds. And as their nation-building rhetoric intensifies, they’ll have to remember that offshore funds will want a piece of the pie too.
The previously (relatively) low hurdle of a CPI+ return objective is going to be harder to leap in the future. It might be time to return to the old stalwart of cash.
