890 results found

A recent paper that addresses one of the most pressing issues facing the financial community - how to construct long-term investment portfolios to best fit the needs of those saving for retirement - questions the appropriateness of many commonly used techniques.

Ron Bird | 1.00 CE

Portfolio insurance - invented over 40 years ago - has experienced the renaissance that it very much deserves. Trend (momentum) investing dates back over 40 years, too - the success of which is traced back in this paper to over 100 years.

Ron Bird | 1.00 CE

Two recent studies provide evidence that issues unrelated to the fundamental operation of a firm impact their market valuation.

Ron Bird | 1.00 CE

While some still firmly believe that ethics has nothing to do with investment, the tide is turning. Increasingly, clients are demanding ethical portfolios.

Clare Payne | 0.25 CE

To outperform the market you have to invest in something different. Investment returns are best captured through the exploitation of anomalies – the truly different mispriced opportunities.

Paul Moore | 0.50 CE

In the US, institutional investors have a significant impact on future stock performance. Extending this research globally shows that ownership signals can supplement a traditional factor model and improve long/short performance.

Jason Liu | 0.25 CE

With higher returns than term deposits, and less risk than hybrids and equities, corporate loans add up to an attractive alternative in a potentially rising interest rates environment.

Andrew Lockhart | 0.25 CE

For a portfolio’s position to add up robustly, it must reflect future risks and respond to how these change through time.

Susan Gosling | 0.50 CE

Investment managers around the world believe their style is the holy grail of generating returns ahead of the market. But you can’t beat the market using a simple rules-based strategy.

Blake Henricks | 0.25 CE

China's digital economy will soon surpass that of the US. MSCI A Share inclusion in 2018 will allow foreign investors to participate in China's fast growing e-commerce sector.

Mansfield Mok | 0.25 CE

Investment in a well diversified and risk controlled mix of Risk Premium strategies is essential to building a robust portfolio through good times and bad.

Philip Seager | 0.50 CE

Xi Jinping would like to oversee China’s rise to regional dominance - but the US, Japan and India will not allow China alone to dominate the region.

Linda Jakobson | 0.25 CE

Constructing portfolios that capture the upside while limiting the downside is more important than ever. Derivatives can help multi-asset investors in three key ways.

David Jubb | 0.50 CE

With over 160 ETFs trading on the ASX, selecting the right ETF has become far more challenging. A simple yet effective due diligence framework is needed to assess suitability.

Jonathan Howie | 0.50 CE

Emerging markets infrastructure plays a powerful role in a portfolio. However many investors make assumptions around the risk of these markets and ignore them to their detriment.

Charles Hamieh | 0.50 CE

An active portfolio of high-quality Australian companies paying sustainable dividends is part of the solution to protect living standards against income shocks and inflation.

Reece Birtles | 0.50 CE

Introducing an active global credit investment into portfolios adds to an investor's opportunity set, and can offer alpha opportunities.

Samantha Lamb | 0.25 CE

Managing carbon risk within portfolios is increasingly a decision integral to risk management and the pursuit of superior long-term risk-adjusted returns.

Domenico Giuliano | 0.50 CE

Six key factors differentiate exceptional companies from their peers. These all add up to a business that generates exceptional returns for extended periods of time.

Kate Howitt | 0.25 CE

Portfolio construction must stay relevant. While traditional country and sector allocations may have worked in the past, today's new environment requires a global and flexible approach.

Andy Budden | 0.50 CE