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Opinion

The world after the GFC: lessons not learned

The funds management industry is very good at analysing itself and trying to predict the future, not just of markets but also of the shape and constituency of the industry. That is not to say that its analyses and predictions turn out to be correct all that often. Opinions tend to gather around the consensus […]
Opinion

The world after the GFC: lessons not learned

The funds management industry is very good at analysing itself and trying to predict the future, not just of markets but also of the shape and constituency of the industry. That is not to say that its analyses and predictions turn out to be correct all that often. Opinions tend to gather around the consensus […]
Opinion

Investment decision making framework needs a rethink post-crisis

While advising clients not to rebalance throughout much of the financial crisis, US-based asset consultant RogersCasey now believes investors should reposition to a “normal” asset allocation position, providing they re-examine what that “normal” is. AMANDA WHITE spoke with chief executive Tim Barron. During the height of the financial crisis, the RogersCasey view was that rebalancing […]
Opinion

Investment decision making framework needs a rethink post-crisis

While advising clients not to rebalance throughout much of the financial crisis, US-based asset consultant RogersCasey now believes investors should reposition to a “normal” asset allocation position, providing they re-examine what that “normal” is. AMANDA WHITE spoke with chief executive Tim Barron. During the height of the financial crisis, the RogersCasey view was that rebalancing […]
Investment Strategy

AGEST digests a massive surge in cash

Michael Seton There has been an unprecedented surge in the size of the cash option at public sector fund AGEST, from $70 million in 2007 to $800 million – or 26 per cent of the entire fund – at the end of June this year, however the scheme sees no need for an education campaign […]
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