Featured Homepage Posts
Happy holidays and try not to think about those poor returns
CIOs say funds face a year of difficult conversations with members as 2018 annual returns for balanced options edge close to zero.
Ben HurleyDecember 19, 2018
quantitative easing
Hedge Funds
Era of ‘expand and pretend’ can’t last forever
Author Satyajit Das told a recent Investment Magazine conference the world is “playing an elaborate game of financial masturbation".
Mark StoryOctober 31, 2017
Hedge Funds
Book review – The Death of Money
Malinvestment is a term I cannot recall hearing in our industry, but US author James Rickards refers to it frequently in his new book, the dramatically titled, The Death of Money – the coming collapse of the international monetary system. The book sketches out apocalyptic scenarios around further bank collapses, the failure of QE, the […]
David RowleyJune 15, 2015
Hedge Funds
Prepare for new fixed income landscape urge managers
Two fund managers have warned investors to prepare for a new landscape in fixed income investing as quantitative easing ends in the US. Alliance Bernstein and Threadneedle Investments spoke in separate sessions at the Fiduciary Investors Symposium at Peppers Moonah Links, in the Mornington Peninsula, but both had similar warnings of a growth in volatility […]
David RowleyNovember 24, 2014
Investment Strategy
The Probyn outlook from State Street
“Everyone thinks the Australian dollar is overrated, but it won’t crack this year,” says the chief economist of State Street based in Boston, Chris Probyn, giving Australian investors a great opportunity to buy overseas assets. “On purchasing power parity, everyone thinks the Australian dollar is overrated. But markets can stay irrational longer than investors can […]
I & T NewsFebruary 5, 2013