Fiduciary Investors Symposium

Hedge Funds

Bond market cycle shift imminent

Investors should prepare for a swift change in the bond market cycle as US rates finally rise on the back of strong US labour market figures for employment and wages growth, according to one of the world’s leading fixed income investors. Jeffrey Rosenberg, chief investment strategist for Black Rock (pictured), said volatility would not be […]
Hedge Funds

Global economy and markets in perspective

Delegates at the Fiduciary Investors Symposium, Balgownie Estate, Yarra Glen, Victoria will take part in a day long debate across multiple presentations on November 17 as to where opportunities lie in a valuation stretched world and how they can persuade their investment committees to accept changes to asset allocation to capture these. Olga Bitel, economist […]
Hedge Funds

New breed passive manager emerges

A new breed of passive manager that conducts greater engagement with companies to create long term value is set to emerge as the scope for large investors to gain access to skilled managers decreases. The US$ 4.77 trillion fund manager BlackRock has already started down this path in the belief that long term financial and […]
Post-Retirement

Ground-breaking retirement solution on public view, June 1

The creators of the most advanced program to calculate optimal investment and consumption strategies for retirees are to make a public demonstration of their work in Melbourne on June 1. David Schneider, head of research at UniSuper, plus Paul Newfield and Jeffrey Chee, both senior actuaries at Towers Watson, will speak at an Actuaries Institute […]
Hedge Funds

Can investors rely on the persistence of smart beta factors?

Twenty years of data on behavioural trading anomalies is enough evidence to show that factor or smart beta strategies have a high probability of working, Northern Trust’s head of global equities told delegates at the Fiduciary Investors Symposium. Matt Peron, who looks after active, passive and smart beta portfolios for Northern Trust, was answering what […]
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