Equities Summit
Using PE nous to invest in public markets
There are elements of the private equity investment model that can be applied to investment styles in public markets, says Avenir Capital.
Rachel AlembakisSeptember 25, 2018
Equities Summit
The Equities Summit brings asset owners, consultants and investment managers together to hear the latest research and thinking related to international and domestic equities, risk management, alpha generation, and investment implementation.
Equities Summit
Define and conquer: fighting style drift
That which cannot be defined cannot be monitored. Two portfolio managers told delegates their philosophies on specifying style.
Rachel AlembakisSeptember 20, 2018
Equities Summit
Look at Asia from the bottom up: CFSGAM
The best way to extract equity returns from Eastern markets is to ignore the noise and seek out high quality, CFSGAM's Richard Jones said.
Rachel AlembakisSeptember 20, 2018
Equities Summit
FAANGs no longer the ‘good guys’
Political shifts in the US and regulatory changes in Europe have made the US tech sector’s giants less of a sure bet.
Rachel AlembakisSeptember 19, 2018
Equities Summit
In e-commerce, China’s leads and the West follows: Perpetual
People in Asia and economies have embraced activities such as online commerce and live streaming far more than in the US, portfolio manager
Alice UribeSeptember 18, 2018
Equities Summit
BAML research head decries lack of tech-savvy directors
The scarcity of finance company directors with knowledge of tech makes business transformation a challenge, Sameer Chopra tells delegates.
Alice UribeSeptember 14, 2018
Equities Summit
Photo Gallery: Equities Summit 2018
The 2018 Equities Summit took place at Crown Towers, Melbourne VIC, 11 Septemeber 2018)
Claudia GuestSeptember 11, 2018
Equities Summit
Future Fund to tip more into emerging-market ventures
The Future Fund's Craig Thorburn told a panel that private equity focused on ventures and late-stage growth companies is highly attractive.
Alice UribeSeptember 11, 2018
