It’s time to pound the table for value
Value will come back. It must do. It’s the most persistent of styles, dating back…
Browsing: Analysis
BlackRock’s economic heart-starter plan
by David Chaplin BlackRock has laid out the case for a coordinated fiscal and monetary…
How due diligence could have stopped an arrow through the heart
These stories, thankfully, don’t come along too often. But they do come along. Here’s an…
Tracking ‘real numbers’: active pulls away from indexed
John Peterson, an institutional advisor and investor who runs the Peterson Research Institute, has been…
NAB’s latest FX survey shows shift in intent
The big super funds which take part on National Australia’s Bank’s two-yearly survey about currency…
… as value fares better in crowding markets
While quantitative managers, on average, had a rough trot during 2018, including the popular alternative…
Axioma’s new risk model rates factors for the future
In a sample using UK stocks, Axioma, the global investment risk advisory firm, points back…
Digital assets a ‘real institutional investment’
In what a specialist consultant and Bitcoin trading firm, Goldbaum & Partners, sees as the…
New powers for APRA: the danger for super funds
comment by Greg Bright There’s a reason that the big APRA-regulated super funds didn’t get…
BlackRock and State Street shine a light on industry’s finances
The world’s largest fund managers last week shone a spotlight on the difficulties the industry…