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Hexavest questions the big tech stock valuations

Fund managers love their acronyms. We currently have the FANGs and more lately we have the BATs. We used to have the BRICS too, but they fell out of favour. But both the latest tech-orientated acronyms – FANGs and BATs – have their drawbacks, according to Hexavest. Value is being tested. Value managers have, over…

Investor Strategy News | 24th Jun 2018 | More
Why funds need to look at link between expenses and outcomes

by James Lindgren* With the latest APRA fund data showing that average operating expenditure per member for all categories of superannuation fund (except corporate funds) has steadily increased since 2004, it is increasingly important that super funds ensure that increasing operational expenditure is helping to improve member outcomes. The Royal Commission into Banking and Financial…

Investor Strategy News | 17th Jun 2018 | More
  • Hedge fund changes may signal their ‘winter’ – Asness

    Cliff Asness, the renowned founder of AQR Capital, has published a new white paper critiquing common ways used to compare the overall performance of hedge funds and suggesting better comparisons for investors to make. But he has a sting in the tail for some hedge fund managers. The paper, ‘The Hedgie in Winter’, says that hedge…

    Investor Strategy News | 17th Jun 2018 | More
    Not-for-profits perform better but differentials ‘really scary’

    MySuper options delivered strong returns in the past one, three and five years, as did ‘non-MySuper’ super options, according to the latest Rainmaker research. But not-for-profit funds continue to dominate MySuper returns compared with commercial funds. And the gap between the competing sectors is even wider for other balanced strategies. Rainmaker announced last week its…

    Investor Strategy News | 11th Jun 2018 | More
  • BlackRock’s new regional index strategist talks China

    MSCI has included 226 China A shares in its global emerging markets index, after a protracted process urged on by potential investors and competition from fellow index provider FTSE. MSCI expects at least US$600 billion of foreign capital flow into China as a result. New ETPs are bound to spring up. Jonathan Howie, the former…

    Investor Strategy News | 11th Jun 2018 | More
    Good news on fees front from Productivity Commission

    The draft report of the Productivity Commission into superannuation, as critical as it is about the system, at least has a silver lining with respect to fees. Unlike APRA’s public statements in the past, the Commission has made 38 references to “net returns” and only three references to “low cost”. Maybe we have turned the…

    Investor Strategy News | 3rd Jun 2018 | More
    Now’s the time for funds to control their own destiny

    by Suzanne Holden* The industry is once again facing significant transformation with the recent Federal Budget, the Productivity Commission report and the Royal Commission all proposing changes. But this will be an evolution rather than the feared revolution, in my view. Let’s face it, this industry, since inception, has endured continual tampering – with every…

    Investor Strategy News | 3rd Jun 2018 | More
    Hedge fund managers get behind ESG

    Hedge fund managers are increasingly putting their assets to work in the ESG space, with more than 10 per cent, according to a global survey by the Alternative Investment Management Association, allocated to such strategies. The survey coincides with new activity, too, in Australia, ahead of the next industry Forum which will include an ESG…

    Investor Strategy News | 3rd Jun 2018 | More
    Global flows nudge $2tn but Aussie banks rated ‘neutral’

    by David Chaplin The global managed funds industry reaped the largest harvest of inflows in a decade last year, according to a new Morningstar report, with passive vehicles the major beneficiary. Overall net flows into “global open-end funds and exchange-traded products” hit almost US$2 trillion during 2017, more than double the US$835 billion recorded the…

    Investor Strategy News | 27th May 2018 | More
  • Big fund CIOs have their say: ‘we’re OK, but not overly happy’

    In a rapid-fire series of conference sessions organised by information provider Bloomberg in Sydney last week, a group of high-profile super fund investment executives had their say across a range of issues and trends. They are not as happy as you might think they should be. The participants were: Mark Delaney, CIO of AustralianSuper; Brendan…

    Investor Strategy News | 20th May 2018 | More
    Hedge funds 2.0: systematic strategies deliver for new world

    by Greg Bright With a big question mark over both equities and bonds because of their valuations, institutional investors have been seeking, for some time, to further diversify their portfolios with uncorrelated assets. Increasingly, they are combining several trends to use risk premia strategies to meet this aim. At an investor roundtable in Melbourne last…

    Investor Strategy News | 20th May 2018 | More
    New mandates surge as private markets prove attractive

    A surge in funds manager searches by institutional investors in the year to March was led by appointments in private markets, in both number of searches and the size of the mandates, according to the quarterly report from search consultant bfinance. The bfinance quarterly analysis also shows that there was a significant increase in interest in…

    Investor Strategy News | 20th May 2018 | More
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