This reporting season has been following a traditional path of sales, outlook and EPS beats, and the classic short squeeze on stocks that report well.
Market Narratives
The onset of a global pandemic has led to a dislocation in global financial markets and the re-basing of asset prices and valuations across every asset class. In this environment of extreme volatility and uncertainty, Investment Magazine brings you timely insights from investment experts responsible for managing risk and finding new opportunities.
Reporting season’s key alpha generator
articleAbsolute Returns Conference Digital 2020
Multi-asset investing taking on a new role: Vontobel’s Seiler
With savings plans failing to generate returns due to rock-bottom interest rates, Daniel Seiler from Vontobel Asset Management has predicted investors will begin to develop multi-asset portfolios rather than just cash, instead of just taking on straight equity exposure.
articleMarket Narratives
Finding ‘crisis alpha’ through systemic investing
Many may have argued central bank stimulus has destroyed trends and manipulated markets, but that doesn't mean new trends can't emerge, even if they are not as predictable, Kathryn Kaminski explains.
ArticleMarket Narratives
Beyond Covid-19: The ‘U-bend’ recovery
Why we believe the post-pandemic economy will take some time to get back to pre-crisis levels.
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The leading superannuation, institutional investment and fund management publication in Australia.