Analysis

Risks to the fixed income consensus

Grey swan risks abound in fixed income markets, with stickier than expected inflation and fresh lockdowns posing a threat to the orthodox view of a global recovery. The great inflation debate has gripped markets as they come to terms with

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Smaller investors look to private debt

Private debt is starting to attract a broader range of investors, including high net-worth individuals and smaller funds who are searching for yield combined with capital preservation. The attraction, alongside traditional supporters among the big super funds, has also been

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Global funds double domestic exposures in pandemic

Big sovereign and public sector funds globally have skewed their investments to their domestic markets since the outbreak of covid-19, according to a report by Global SWF. However, the two Australasian sovereign funds, Future Fund and New Zealand Superannuation Fund,

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Macro will not be ‘the same as it ever was’

The portfolio that drives excess returns over the next decade ‘will likely look a lot different’ than that of the 2009-2019 period as the world enters a new era of outsize economic policy. Private equity giant KKR believes that markets

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More talk than action on data usage

Fund managers show a keen willingness to embrace data science and systems such as centralised data platforms for decision making when it comes to formal surveys. But the reality is still something different. According to a survey of 300 global

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Value and ‘the frailties of human psychology’

The value vs growth competition isn’t a competition, according to Schroders. Value will always outperform because it exploits “the one thing that never really changes”: human beings. Markets have seen a period of very strong value performance since the announcement

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Singularity: where innovation meets sustainability

In the beginning was the word and the word was ‘ethical’. Now we have lots of words: ‘responsible’, ‘sustainable’, ‘stewardship’, ‘environmental’, ‘social’ and ‘governance’. And perhaps a new word: ‘singularity’. The Singularity Group is a Zurich-based global investment boutique and

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Equity funds growth continues to slow

The recovery of inflows into equity and other growth-orientated managed funds which started towards the end of last year has faltered, with the second-consecutive quarter of slower growth. According to the latest figures from Calastone, the global funds data network,

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