A bevy of black swans: Surprises that could derail the 2023 outlook

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Investors are looking forward to a new year that has one redeeming quality – it doesn’t mirror the annus horribilis of 2022. 2023 is likely to see recession, and that... Read more continue reading

Income portfolio construction – private debt v public debt

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The characteristics of private debt True to label, debt that is private is less transparent than other parts of the credit market, so broad analysis is not easy. Additionally, private... Read more continue reading

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