Strong start to 2023 likely, but full interest rate impact still to play out

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The real economic impact of higher interest rates will start to hit home in the first half of 2023, resulting in households reducing spending and many corporates’ earnings revising materially... Read more continue reading

Trend following strategies in an inflationary environment

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Trend following strategies capture upward and downward trends in traditional markets, which has made such strategies popular alternative investments for financial advisers looking to diversify client portfolios. This article from... Read more continue reading

Invesco launches the tenth Global Sovereign Asset Management Study

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Surging inflation has prompted sovereign wealth fund investors to re-examine their asset allocation, with private markets the main beneficiary, according to the latest ‘Invesco Global Sovereign Asset Management Study’. Now... Read more continue reading

Australia’s value ‘spice’: Is global exposure really the best way for investors to add value

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Investors have recently been adding Global Value ETFs to their portfolios to enhance  exposure to value style given the market dynamics this year, says Martin Currie, the active Australian equity... Read more continue reading

‘Short-term pain, long-term gain’: Robeco outlook for 2023

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In its annual outlook, Robeco expects a considerable brightening of the return outlook for major asset classes during 2023, but not before inflation, interest rates and the US dollar hit... Read more continue reading

Institutional investors shift portfolios amid macroeconomic concerns

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Independent investment consultancy bfinance has released its biennial global asset owner survey. With 2022 proving to be a year of major market and macroeconomic upheaval, the survey queried 396 senior... Read more continue reading

Do as I do, not as I say – examining the challenges facing future retirees

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Why do people invest? One of the many roles of financial markets is to provide an avenue for private investors to accumulate wealth and generate additional income. As the Australian... Read more continue reading

Factor investors increase allocations to weather market volatility and integrate ESG

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Invesco has released the findings of its seventh annual Invesco Global Factor Investing Study. The Study is based on interviews with 151 institutional and retail factor practitioners managing over US$25.4... Read more continue reading

Long/short investing – a strategy for all seasons

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Investors and advisers alike are most familiar with ‘long-only’ investing. Short selling is often perceived negatively and attributed to day traders. However, as outlined in this article from GSFM, a... Read more continue reading

Never let the truth get in the way of a good emerging markets story

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It’s easy to become overwhelmed at the sheer volume of news, predominantly bad, that bombards us on a daily basis. War, pandemic and recession relentlessly frequent the headlines, with no... Read more continue reading