unger

Hedge Funds

Linked in: the perks and pitfalls of running ILBs

Inflation is coming, and with commodity prices and property valuations in decline, some investors are allocating to inflation-linked bonds, which are built to outperform once economic growth is hit and real yields fall. But ‘linkers’ carry illiquidity and volatility risks that can undermine their appeal. How should superannuation funds approach these assets? SIMON MUMME reports. […]
Hedge Funds

Linked in: the perks and pitfalls of running ILBs

Inflation is coming, and with commodity prices and property valuations in decline, some investors are allocating to inflation-linked bonds, which are built to outperform once economic growth is hit and real yields fall. But ‘linkers’ carry illiquidity and volatility risks that can undermine their appeal. How should superannuation funds approach these assets? SIMON MUMME reports.
Unintentional

10 Strategies for tough times

Interesting times? The industry’s favourite euphemism of the past six weeks needs to be retired. For investment professionals, this should be an unabashedly exciting time, the moment when their decisions and actions on behalf of clients will have the greatest impact. Sticking to the old strategic asset allocation might not be good enough in a […]
Unintentional

10 Strategies for tough times

Interesting times? The industry’s favourite euphemism of the past six weeks needs to be retired. For investment professionals, this should be an unabashedly exciting time, the moment when their decisions and actions on behalf of clients will have the greatest impact. Sticking to the old strategic asset allocation might not be good enough in a […]