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Assume you are the global portfolio manager of the Sector Hindsight Fund. This allows you to make decisions with knowledge about equity sector performance with hindsight, but not stocks within the sectors. The pedantic client base would expect you to show risk management as well, therefore a single sector is not on. Beating the global…

Like everyone, Eben Bowditch, head of sales at Invesco Australia, was trying to navigate the abnormal and difficult times of the COVID-19 pandemic and wondering about the wellbeing of others. Was everyone feeling as disconnected as he was? Bowditch started to think about a way of creating stronger links among the financial services community. Other…

Dynamic asset allocation (DAA) refers to the process of frequently and significantly adjusting the mix of asset classes in a given portfolio. It sits at the stark opposite end of the strategic asset allocation (SAA) approach implemented by most financial advisers and pension funds, which effectively relies on a set-and-forget allocation with some tinkering around…

Australian equities fund manager, DNR Capital, which is managed and led by chief investment officer Jamie Nicol and Portfolio Manager Scott Kelly, says the local market “continues to enjoy a strong run despite lockdowns in Melbourne, uncertainty regarding the outcome of the US elections and ongoing trade disputes with China,” which are just some of…

Impact Investment Group (IIG) announced the launch of its new $70 million impact investment fund, designed to balance profit and purpose with a sustainable and socially conscious investment thesis. Inside Investor’s Ishan Dan spoke with IIG CEO and Co-Fund Manager Daniel Madhavan about the fund and his his career at Impact Investment Group. For those…

This week we had the pleasure of speaking with the exceptional Fabio Ferro, Director of Scala Private Wealth. Specialising in investment advice for high-net-worth families, Fabio is an avid writer and outspoken market commentator. Here’s what he had to say: Favourite weekend activity in COVID-19 lockdown? Heading out cycling with my boys. What was your…

Before last week’s positive COVID-19 test, there was little doubt President Trump was on the comeback trail. Amid signs of an economic recovery, positivity around hopes for a vaccine, and progress on another fiscal stimulus package, all was looking up for a second term. Then came the ‘Presidential Debate,’ in which Trump brought Democratic candidate…

Integrity Life secured $43 million in their recent series B round of funding. There was a strong interest in the raise, that took place before and during COVID-19. Given the instability of the global economy, this significant investment is being viewed by the market as further endorsement of the importance of Integrity’s digital-led positioning. The…

There is a US$550 billion ($764 billion) market that is rarely considered by Australian investors. Convertible bonds (CBs) are barely used locally, while in the US and Europe these are a key component of a growing company’s capital and pension fund portfolios. To appreciate this market, we must consider why CBs make sense for an…

One of the great investment success stories of the last 25 years has been the exchange-traded fund (ETF), which got under way in the early 1990s as a vehicle offering access in one listed stock, to the entire stock market through tracking an index. Gone were the worries of paying “active” management fees and failing…

Many investors may be wondering whether there is any value left in domestic fixed-income markets. While outright yields may look tight on a historical basis, we contend that spread sectors still provide attractive risk-adjusted returns relative to cash and government bonds. Indeed, there still exist a number of compelling risk/return opportunities for active managers to…

With the end of the month comes another round of investment manager portfolio updates. This week we move our attention to tech company valuations, with the Nasdaq 100 down close to 7% in the last month. The August updates from Hyperion Asset Management, one of the top-performing global equity strategies over the last 12 months,…