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Managers Corner

Global oil: Timing could be critical

After launching a global supply war, which led to the price of global oil collapsing in late 2014, Saudi Arabia now appears to be signalling a change of policy. OPEC Secretary General, Mohammed Barkindo, has indicated that he expects a deal to cut production to come from the OPEC meeting scheduled ...

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The case for active management in AREITs

The common perception is that value cannot be added in the AREIT (Australian Real Estate Investment Trust) asset class, though perhaps this needs to be re-examined. In fact, the better active managers have shown a consistent track record of beating the benchmark. So why does active management work in AREITs for ...

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Fed Statement: Let the dots – and the dissents – do the talking

Going into yesterday's Federal Open Market Committee (FOMC) meeting, the question was in what way – or ways – the statement and the accompanying Summary of Economic Projections (SEP) would signal the committee’s conviction that it expects to hike rates later this year. In July, the Fed statement acknowledged that “near-term risks ...

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Volatility creates opportunity

Overview The UK referendum on European Union membership has introduced political and economic uncertainty across Europe. It is unclear what the UK relationship with Europe will be in future, and when the eventual EU Brexit deal will be concluded. But uncertain times like this are very good for active managers. Volatility ...

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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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