cycle

Opinion

Underlying themes mesh with global recovery

Greg Bright The turnaround in both the market and consumer sentiment over the past three months has been nothing short of remarkable. Talk has gone from the new Great Depression to the Great Recession to the Great Recovery. Most institutional investors were slow to rebalance after last year’s falls and when the markets dived again […]
Staff WriterAugust 3, 2009
Opinion

Underlying themes mesh with global recovery

Greg Bright The turnaround in both the market and consumer sentiment over the past three months has been nothing short of remarkable. Talk has gone from the new Great Depression to the Great Recession to the Great Recovery. Most institutional investors were slow to rebalance after last year’s falls and when the markets dived again […]
Staff WriterAugust 3, 2009
Hedge Funds

New role for “growthy” credit

At a recent Mercer Investment Forum in Sydney, a straw poll of the audience revealed that more than half would invest in opportunistic credit if given $1 million to invest in just one asset class. The vote followed a debate between four Mercer experts, who argued their corner on four different asset classes – private […]
Staff WriterJune 4, 2009
Hedge Funds

New role for “growthy” credit

At a recent Mercer Investment Forum in Sydney, a straw poll of the audience revealed that more than half would invest in opportunistic credit if given $1 million to invest in just one asset class. The vote followed a debate between four Mercer experts, who argued their corner on four different asset classes – private […]
Staff WriterJune 4, 2009
Opinion

When the cure may be worse than the illness

As the financial services sector of the share market heads back towards its 1980s share of about 10 per cent of total market capitalisation, compared with the peak of 40 per cent in 2006, one could be forgiven for wondering about the fundamental value proposition presented by banks, funds managers and insurers. It is well […]
Staff WriterSeptember 30, 2008
Hedge Funds

Pile back into equities, ASI conference told

Investors should significantly overweight domestic and international equities exposures over the next 12 months, at the expense of property and fixed interest, Goldman Sachs JB were chief economist Tim Toohey told the Australian Super Investors conference at Port Douglas yesterday.
Staff WriterSeptember 9, 2008
Investment Strategy

Pile back into equities, ASI conference told

Investors should significantly overweight domestic and international equities exposures over the next 12 months, at the expense of property and fixed interest, Goldman Sachs JB were chief economist Tim Toohey told the Australian Super Investors conference at Port Douglas yesterday.
Staff WriterSeptember 9, 2008
<1of3>