Invesco

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.

Sovereign wealth funds are changing their asset mix and have executed a stunning U-turn on artificial intelligence investments, according to the latest Invesco annual survey of the sector.

Teams from Pzena and Invesco scored highly against the Northern Trust-backed Essentia Analytics’ Behavioural Alpha Benchmark, a system designed to differentiate between luck and true investment nous.

Inflation is likely in a transitory phase, yet remains stuck on high settings. Sovereign funds around the world are adjusting accordingly, Invesco says, with 5 major themes charting the course of institutional investors.

Stung by the harsh correction in the US equity market, sovereign wealth funds are looking further afield. And they’re beginning to question whether the pace of their private markets investing can be maintained.

Sovereign wealth funds have hit pause on their internalisation programs as they discover that they aren’t naturals at private markets investing. And inflation and geopolitics are driving allocations to a broad range of alternative assets.

As rising inflation and rates bite into returns, institutional investors are increasingly turning to factor investing to help them weather the storm.

As the world threatens to plunge into recession, the distressed debt opportunity set is expanding. Even high-quality businesses are feeling the effects of inflation and rapid rate rises.

Michael Power, the high-profile head of strategy for global fund manager Ninety One – formerly Investec Asset Management – presided over a research project last year, called ‘The Road to 2030’. He now says: “2030 is closer than you think.” Power spoke at an investor webinar last month (February 16) in which he laid out…

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…