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
Many big investors would be better off building their own diverse portfolio of hedge funds than using certain types of the many multi-asset strategies and products now on the market, according to a new paper by Mercer. The paper, ‘Making
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
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
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
Jeremy Grantham, 80, is all over the science of studying climate change and he doesn’t like what he sees. But, true to his famous fund manager roots, he is able to look at the investment implications and opportunities, while throwing
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
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.
Long the poor cousin of commercial and retail sectors of direct property, industrial – in particular warehouses – has been coming to the fore in the past couple of years, thanks to changing consumer buying patterns. Forget the old notion
The business case for diversity among corporates at board and management levels is compelling, according to Research Affiliates, but the investment case requires more work to measure the excess returns from having a culture that embraces diverse and dissenting views.
The reporting season for ASX-listed companies which has started this month is shaping up as the most intriguing
Many big investors would be better off building their own diverse portfolio of hedge funds than using certain
by David Chaplin The meteoric ascent of index-investing has yet to seriously distort financial markets and could, by
It’s the US versus the rest of the world in institutional investment management, new research from Fidelity Investments
Almost since indices were invented, primarily as a form of measurement, their power to influence the behaviour of
Jeremy Grantham, 80, is all over the science of studying climate change and he doesn’t like what he
by Greg Bright The proposed best-of-breed 10-manager panel to choose default funds plus forced amalgamation of funds which
Despite an end-of-year slowdown last quarter and lack of market price support for the year, Australia’s ETPs reached
Long the poor cousin of commercial and retail sectors of direct property, industrial – in particular warehouses –
The business case for diversity among corporates at board and management levels is compelling, according to Research Affiliates,
