What clients – and investors – want in a tail hedge
Funds face a difficult decision in determining how to pursue the kind of reliable diversification members want in tough markets.
Portfolio construction around themes not sectors
Narratives and themes should replace GICS sectors and asset classes as the basis for building portfolios, Newton’s Curt Custard has said.
Making a case for macro
CFS’s Guneet Rana explains the role systematic macro trading plays in her alternatives strategy, offering performance and diversification.
Private debt opportunities go beyond corporate lending
Consumer loans, commercial and residential real estate are among areas where banks have left a void.
Be ready to move amid ‘unreliable’ liquidity
In these uncertain times, convertible bonds and credit default swaps can help make sure you’re ‘pre-positioned, Cheyne Capital has said.
Best-interests duty is not that complicated
The application of best-interests duty is often called opaque or difficult to understand. But at its core, the concept is not complex.
PIMCO wins top gong at PP | Zenith Fund Awards
Check out all the winners and runners up across 19 categories in the Professional Planner, Zenith 2018 Funds Manager of the Year Award.
Scholes’ strategies for compound returns
Investors need to be patient and harvest the power of compound returns, urged Myron Scholes, the Frank E. Buck Professor of Finance, emeritus, at Stanford University, and a Nobel laureate in economic sciences. Speaking at the Fiduciary Investors Symposium at Stanford University, Scholes also urged investors to use option prices as a source of information … Read more
Fee-cut a sweetener for low-balance members
UniSuper’s fee-cut comes as some industry funds see member growth while their retail counterparts grapple with royal commission fallout.
Urgent need for tougher trustee penalties
In the wake of Hayne’s interim report, the super sector’s self-examination must include a good hard look at accountability for board members
QSuper CIO Holzberger to retire
QSuper CIO Brad Holzberger has announced that he plans to retire next September. The fund has not named a replacement.
‘Independent ideas generate independent returns’
The key to diversification is to avoid making all your investments based on the same theory, IPM chief Stefan Nydahl has said.
