Analysis

Reece Birtles

Fundamentals should win out in reporting season

The reporting season for ASX-listed companies which has started this month is shaping up as the most intriguing – and important – since the global financial crisis. Will sentiment and noise overshadow fundamental strength? Well known for his published analyses

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Index assault leaves markets intact for active managers

by David Chaplin The meteoric ascent of index-investing has yet to seriously distort financial markets and could, by contrast, spark new strategies for active managers, according to Mercer. In its thematic outlook for 2019, the firm says the investor index-rush

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Jeff Mitchell

US behind the world in accepting new technologies, SRI

It’s the US versus the rest of the world in institutional investment management, new research from Fidelity Investments has found. The US is not as keen as almost all other countries on new technologies, new asset classes and socially responsible

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Tony Renshaw

Whatever happened to the ‘index effect’?

Almost since indices were invented, primarily as a form of measurement, their power to influence the behaviour of market participants and therefore the whole market as defined by those indices has been well understood and sometimes criticised, particularly plain vanilla

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Raewyn Williams

Other super costs ignored in focus on fees

by Greg Bright The proposed best-of-breed 10-manager panel to choose default funds plus forced amalgamation of funds which have underperformed for a period grabbed the headlines following the Productivity Commission’s final report on superannuation. For some practitioners this masks a

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Alex Vynokur

BetaShares says ETP market to jump again this year

Despite an end-of-year slowdown last quarter and lack of market price support for the year, Australia’s ETPs reached another record, up 13 per cent to $40.8 billion in total market cap in 2018. This was due solely to fund inflows.

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