Two percent is the new four percent

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Two percent growth is the new four percent for mature economies’ GDP; in other words, the long-term outlook for global equity returns is likely to be in the mid-single digits.... Read more continue reading

Managing money and the art of communication

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In our experience as investment managers, a fundamental shortcoming we often see is poor ongoing communication between managers and financial advisers. Financial advisers are the life blood of investment managers... Read more continue reading

But who is selling?

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Should we play the ball or the man? How much attention should we pay to who might be selling stocks we are looking to buy or already own? In general,... Read more continue reading

Managed portfolios key to building stronger adviser-client relationships

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Managed portfolios are becoming a key element to building stronger relationships between advisers and their clients, according to a new whitepaper by Core Data and HUB24 entitled: Managed Portfolios –... Read more continue reading

Seeking Alpha – the active versus passive debate

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Active or passive investing? It’s the debate that shows no sign of abating, with proponents of each style claiming to have the superior investment approach. Since the Global Financial Crisis... Read more continue reading

It’s time to play defence with real estate investments: Man GPM

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Investors should now be focused on defensive strategies within their property portfolios as the overall real estate market environment may be primed for correction, says Man Global Private Markets (Man... Read more continue reading

A style for all cycles

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Twenty or so years ago, portfolio diversification was a simpler concept. There were equities, bonds and property. Equity funds tended to fall into one of two camps – growth or... Read more continue reading

Are HNW investors ahead of the investment cycle?

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Over the last few weeks there has been an increased number of headlines in the major mastheads noting that many HNW investors believe current commercial property prices are “crazy” and... Read more continue reading

Market anomalies present opportunities for active investors: PM Capital

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Just like human anomalies can make all the difference in sporting teams, picking anomalies in equities and fixed income markets can help investors achieve winning performance, according to PM Capital.... Read more continue reading

There’s a lot long term investors can learn from insurers around strategy design: AXA IM

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There’s a great deal asset owners and managers can learn from insurance companies’ long-term approach to investing, especially when it comes to investment strategy design, according to AXA Investment Managers... Read more continue reading