919 results found

Together, these two articles shed light on important micro and macro challenges facing the growth of ethical responsibility in investment and wealth management.

Rob Hamshar | 2.00 CE

This paper looks at the impact of repetition on our perceptions of unethicality and truth. It finds that the more times we hear about a wrongdoing, the more we may believe it - but the less we may care.

Rob Hamshar | 1.00 CE

Rather than treating ethical decision-making as a cognitive issue, investment professionals should develop "ethics muscle memory", increasing the chances of successfully navigating moral predicaments in the moment.

Robert Huebscher | 0.75 CE

Individual investors have long responded to the public communications of well-placed, popular investment experts. This paper offers a new understanding of how the rise of "finfluencers" is reshaping the information landscape.

Rob Hamshar | 1.50 CE

Private market assets can complement traditional equity and fixed income allocations, helping investors participate in the upside of favourable equity markets while mitigating drawdowns in difficult ones.

Blue Owl Capital | 0.25 CE

A complex array of issues is changing the outlook for economies and investment markets. It is time to make a move to better understand these issues so we can better manage risk and uncertainty, and design portfolios capable of improving the financial well-being of individuals.

From the origins of Western order in the Renaissance through the Enlightenment, five interconnected crises now threatening its foundations. Our choice is simple – optimise within decline, or rebuild the foundations that made our prosperity possible.

Oliver Hartwich | 0.75 CE

In an era defined by rapid economic shifts and evolving banking regulation, the time to make a move is now – asset-based finance is emerging as a compelling frontier for investors.

With parts of the private credit market under pressure from rising impairments and liquidity constraints, investment-grade credit provides a way to access equity-like returns without taking on additional risk or sacrificing liquidity.

Roy Keenan | 0.50 CE

Investors should challenge what value means in today's evolving market and think pragmatically about how value co-exists alongside other accretive factors, thereby uncovering opportunities that challenge the traditional definition.

Vihari Ross | 0.50 CE

An absolute return, long-short approach to global equities investing offers the freedom to invest in the best long-term opportunities whatever they are, turning time and disruption into a competitive advantage.

Lev Margolin | 0.50 CE

A new approach to asset allocation is needed to create long-term wealth for clients, focusing on risk-adjusted returns with up to 50% of portfolios allocated to private markets asset classes.

Brendan McCurdy | 0.25 CE

Private credit is a maturing asset class globally but expanding rapidly in Europe, with spreads tending to price at a premium to their US counterparts, providing higher interest cover and lower default rates.

Stéphane Blanchoz | 0.50 CE

It's time to move global equities portfolio construction and stock selection with the corporate life cycle - for alpha, balance, and consistency.

Thomas Gander | 0.50 CE

The explosion of data and advances in AI have permanently changed active investing. The alpha edge lies not in discarding skill, but in scaling it.

Nick Burt | 0.50 CE

Our panel explores three asset class issues that it's time to make a move on - including private markets, Australian private credit and global listed infrastructure.

Capital and companies are shifting away from public markets, as private markets have demonstrated return outperformance (with less volatility) over a long period of time.

Justin England | 0.50 CE

Emerging markets account for over half the world's population and a third of global GDP, yet they remain glaringly underrepresented in most investment portfolios. Today's low valuations could be the springboard for a powerful rebound.

Saurav Das | 0.50 CE

In today's markets, the challenge isn't ignorance – it's bias. The edge lies in discovering what's happening, but in discerning what truly matters. Now is the time for systematic investing.

Benjamin Leung | 0.50 CE

Incorporating alternative assets into multi-asset funds through a Total Portfolio Approach can provide a more informed understanding of risk and return across the whole portfolio.

Deanne Baker | 0.25 CE