Managers Corner

The Fed: Silent on September

When Fed Chair Janet Yellen spoke in Cambridge, Mass. on 27 May, she outlined conditions to justify a rate hike: “The economy is continuing to improve … growth looks to be picking up,” she told a group of Harvard professors and alumni. “If that continues, and if the labor market continues ...

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What does Brexit mean for Emerging Markets?

There are two main channels by which Brexit could impact emerging markets (EM): financial markets and economic activity. What impact should we expect from financial markets? So far, fears of financial market seizure seem to have been contained. Global safe-haven assets certainly benefitted in the aftermath of the vote (the US 10-year ...

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Global matters: Will Brexit lead to Exitaliano?

The impending Brexit vote on European Union (EU) membership on 23 June 2016 will be a defining moment for Britain and Europe, and could have significant ramifications for global equity markets. Greg Goodsell, Global Equity Strategist at 4 Dimensions Infrastructure, examines whether Brexit may be a catalyst for further EU ...

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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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