Managers Corner

Liquidity fears may prompt a market rethink

Liquidity continues to be an ongoing concern for fixed income participants and market regulators globally. Recent high profile failures of funds run by Third Avenue Management, Stone Lion Capital Partners and Lucidus Capital Partners sparked somewhat of a panic, at least in credit markets. The main cause of these failures ...

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Illiquidity – can it save your capital?

As unlisted property fund managers, for some time Forza Capital has observed with interest the divergent performance of listed and unlisted property investments at particular points in a property cycle. In a stable market such as that we are currently experiencing, the divergence between the listed and unlisted sectors is somewhat ...

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Value investing set to snap back?

Jason Kim, Portfolio Manager & Senior Analyst at Nikko AM Australia provides insights on recent trends in performance of value versus growth investing - and why he believes after a period of underperformance, value investing is set to return to favour. The last two years, and in particular the 2015 calendar ...

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Scones or croissants? Brexit: The route to exit and key risks

“I am not a British isolationist. I don't just want a better deal for Britain. I want a better deal for Europe too.” —David Cameron, 2013 In the UK, there are few things more discredited than opinion polls. The Scottish referendum was to be on a knife edge, but when the votes ...

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Asian medium and long-term drivers still on track

Asian equity markets have been tough since mid-2015, prompted by fears over China’s slowing growth. In September, global investors withdrew more than USD 50 billion, the biggest redemption ever recorded in Asia ex-Japan. Valuations have also hit record lows. A trailing price-earnings ratio of 9 and an average price-to-book of ...

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Liquidity flows: Economic cycle still on sustainable path

The US economy has faced persistent fears of setbacks, but the recovery continues to move forward. Our proprietary liquidity indicator suggests that the economic cycle remains on solid ground and that GDP growth in 2016 will be faster than in 2015. About the Liquidity Flows Indicator The Bureau of Economic Analysis ...

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