outperform

Investment Strategy

Active managers flourish in near ideal conditions

Jana Advisers has seen three quarter of its recommended active equity managers outperform against their benchmarks over the past year. Steven Carew, head of research at the firm, says the success rate of 75-80 per cent is attributable to near ideal conditions for stock pickers. “The dispersion between and within markets is quite wide so […]
Hedge Funds

Currency alpha is only for the careful

Foreign exchange has been a rare source of positive return recently, but investors shouldn’t expect a dazzling choice of managers, writes The Cambridge Strategy’s chief executive PETE HENRICKS. One of the few asset classes to perform in recent times has been foreign exchange. Managers in this space have delivered positive returns to investors, whether wholesale […]
Hedge Funds

Currency alpha is only for the careful

Foreign exchange has been a rare source of positive return recently, but investors shouldn’t expect a dazzling choice of managers, writes The Cambridge Strategy’s chief executive PETE HENRICKS. One of the few asset classes to perform in recent times has been foreign exchange. Managers in this space have delivered positive returns to investors, whether wholesale […]
Investment Strategy

AIST launches ESG course

A new environmental, social and governance course launched by the Australian Institute of Superannuation Trustees (AIST) yesterday aims to help super funds to incorporate ESG issues into their investment strategies.
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 […]
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