When it comes to the question of who’s actually doing the research work, investors know the answer. And they don’t feel like sitting on the sidelines during a crisis. Some trends you can see from space. Inflows into ESG equity
Fund managers are subject to behavioural biases like all of us, such as over-confidence, short-termism and memory distortions. Take their predictive abilities. They are not, on average, especially good. In a unique report for clients, Frontier has published what amounts
Member engagement is starting to rise from a very low base. But the industry is still “net nowhere” when it comes to winning their hearts and minds. It’s widely acknowledged that member engagement remains unacceptably low. Try as they might,
The economic aftermath of Covid-19 was never going to be as bad as it seemed at the time. But governments will be hooked on splashing cash. “Economic scarring” was all anybody could talk about in the immediate aftermath of the
The companies that will survive the tectonic shift to net zero will be the ones that innovate and engage, according to GAM. “What we’re going into is a scenario where those companies that are going to survive and thrive are
Today’s investors are “riding for a fall”, according to Oaktree Capital founder Howard Marks. Markets could well be in for a repeat of the Nifty Fifty. When Howard Marks was just starting his career in finance in 1969, the preceding
Strong super returns are about to encounter significant headwinds. And with the government prowling for more money, funds might once again foot the bill. It’s no secret that market conditions have been enormously supportive over the last decade – and
Active manages have failed to heed changing times – and changing markets. But while Hyperion doesn’t do “concept stocks”, it’s got its eyes on plenty of disruptors. The great elephant in the room for active managers has been their inability
Mercer has urged investors to consider a wider range of inflation scenarios in portfolio design plans as price uncertainty ramps up across the world. In a new paper, the global multi-manager and consultancy firm says investors now face more complicated
The trend towards super consolidation is continuing apace, but there will be fewer mega mergers. It’s now just a matter of mopping up. Mega fund mergers are likely to slow as boards realise the “significant transition planning and integration activity”
When it comes to the question of who’s actually doing the research work, investors know the answer. And
Fund managers are subject to behavioural biases like all of us, such as over-confidence, short-termism and memory distortions.
Member engagement is starting to rise from a very low base. But the industry is still “net nowhere”
The economic aftermath of Covid-19 was never going to be as bad as it seemed at the time.
The companies that will survive the tectonic shift to net zero will be the ones that innovate and
Today’s investors are “riding for a fall”, according to Oaktree Capital founder Howard Marks. Markets could well be
Strong super returns are about to encounter significant headwinds. And with the government prowling for more money, funds
Active manages have failed to heed changing times – and changing markets. But while Hyperion doesn’t do “concept
Mercer has urged investors to consider a wider range of inflation scenarios in portfolio design plans as price
The trend towards super consolidation is continuing apace, but there will be fewer mega mergers. It’s now just
