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Giselle Roux

Contributor

Giselle Roux is one of Australia’s most well-known and highly regarded investment strategists, having held the role of Chief Investment Officer at both Escala Partners and JB Were. She has also held a number of senior equities analyst and investment banking roles including with Citigroup, Bank of America Merrill Lynch and McIntosh Securities. Giselle is a host of Inside Network events, a member of the Advisory Committee and regular contributor to the Inside Adviser and Investor publications.

Giselle Roux results

Climate change, COVID travel and the law of large numbers

Covid and COP26 may not seem like a natural pairing beyond their headlines and emotive reactions they induce. Yet there are long-term investment consequences attached to both. After the initial ‘hurray’ on the global opening of borders and possible travel, the less exciting news is on the cost of Covid tests, the potential expense of…

Giselle Roux | 15th Nov 2021 | More
‘Act of faith’ central to active management decision

An enduring question is whether one can identify a fund manager that can deliver outperformance relative to the index. Even before ETFs become the alternative, numerous studies have either proven or disproven the case for active management, with no real resolution. That said, the consistent after-fee underperformance of the median active manager is well known….

Giselle Roux | 1st Nov 2021 | More
Compromise is required in adaption to ESG

Don’t tell your young folk; but being good is hard. One can “veneer” an ESG, sustainable, ethical or any-nomenclature-one-likes approach, and then turn to the much more difficult decision on how that works in practice. Take on this challenge. China produces around 90% of the global requirement for polysilicon, used in making solar panels. All…

Giselle Roux | 21st Oct 2021 | More
Big, energetic and different

Outside equity, fixed income and well-known alternatives there is another world of investment options that rarely find their way into portfolios. Examples include agricultural land and businesses, energy and carbon trading, water rights, fishing licences or music royalties. It is unsurprising that few consider these options, as they are far from simple to judge and…

Giselle Roux | 11th Oct 2021 | More
Accelerating change and finding unexpected winners

With a current focus on climate and sustainability transformation, other life-changing developments may be battling for similar attention. ETFs have a habit of cottoning-on to popular themes and ‘climate’ or ‘clean’ captures this zeitgeist. Cross-sector thematics, however, can struggle for a sensible screening tool to find the appropriate companies. Some such as automation, cybersecurity or…

Giselle Roux | 4th Oct 2021 | More
  • ESG – investing for impact is more art than science

    ESG is now a required mantra. The most unusual funds claim this status even if they include gambling, governance recalcitrant or those with socially questionable ethics. A change or improvement is enough to get it over the line regardless of the problematic issues that are imbedded in the company’s business. Even more so are those…

    Giselle Roux | 27th Sep 2021 | More
    China’s credit crunch

    Many concepts in science illustrate the incapacity of the natural world to control everything. Once you introduce or determine an aspect, others fold-in or become uncontrollable. The adage that central banks can try to influence rates, inflation or currency, but not all three, is an example of a parallel problem. China is looking down the…

    Giselle Roux | 23rd Sep 2021 | More
    Sweating listed and private equity

    Is private equity (PE) the key missing part of adviser portfolios? Endowments, the Future Fund (FF) et al, have heralded their high allocation to PE amid claims to better outcomes than those labouring in listed equity markets. This is not the first time the issue has been raised, the Future Fund is noting its allocation…

    Giselle Roux | 13th Sep 2021 | More
    Bank’s market dominance facing existential challenge

    Just what is China doing by limiting all kinds of activity and corporations? Many see this an authoritarian regime imposing restraint on its citizens. Yet this is not exactly unusual. Every domain imposes rules. Our local media content, our banks have been given the book on what they can and can’t do, our energy market…

    Giselle Roux | 2nd Sep 2021 | More
    ‘Wash and clean’ equity portfolios as valuations spike

    The now not-so-new ETFs that follow well-known indices have been a hugely welcome introduction. One does not have to debate the inexplicable underperformance of the majority of active managers, the sometimes usurious fees, the change in teams, and other influences that take up time and effort. The pressure is to explain what they really mean…

    Giselle Roux | 26th Jul 2021 | More
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