Analysis

The Magnificent Seven are likely riding into bubble territory but investors might yet avoid a bloody showdown, according to a new analysis by Dutch quantitative manager, Robeco.

Investors obsessing over short-term data points are bound to miss the real changes in the companies they’re buying, according to PineBridge, which is peering beyond the macro for “great, durable investment themes”.

China’s reduced dominance in the emerging markets has changed the composition of the index, providing greater choice and diversity for investors as supply chains relocate and Asia becomes the world’s AI factory.

Being a truly long-term investor means you can usually rise above market noise. But even investors with a 100-year time horizon need to think about the meta-trends emerging today to prepare their portfolios for tomorrow, according to Oppenheimer Generations.

The investment vehicles of wealthy families are internalising asset management and professionalising their investment teams at a rapid rate, according to Citi Private.

During the Great Moderation, the mantra was “be long and don’t touch”. But with a wave of transformation sweeping through markets, BlackRock thinks it’s time for investors to switch things up.

Global pension funds returned to growth mode in 2023 following sharp losses the previous year but participants will need to update investment models amid more complex systemic challenges, a new survey of the sector has found.

The New Zealand Superannuation Fund “stands out among global peers”, according to WTW, but should consider its approach to systemic risk and greater insourcing of its private markets investments, as well as establishing an overseas presence to improve access to deals and talent.

Family offices are set to manage more than $5.4 trillion come 2030 – but how (and where) they manage it will change, with more and more “becoming institutionalised”, adopting independent governance structures and heading overseas.

Strong performance in the Future Fund’s hedge fund portfolio helped with some of the heavy lifting on its return this year, while it continues to eye “higher and more volatile inflation” and the opportunities to generate excess returns in Japan.

Australian small cap managers are some of the most successful active managers in the world – and charge like it. But their apparently anomalous outcomes might have a relatively simple explanation, according to Invesco.

Illiquidity isn’t without its tradeoffs in a more volatile investment order, according to Future Fund CIO Ben Samild, and neither is the total portfolio approach that’s made Australia’s sovereign wealth fund so successful in it.