Investors may find themselves gravitating towards ‘value-light’ or indexed versions of a genuine value investment strategy, Pzena says, but both are likely to dilute the likelihood of generating significant long-term outperformance.
Interest rates aren’t going back to what the current generation of investors consider ‘normal’ anytime soon, according to Oaktree’s Howard Marks, and different strategies will outperform in the years to come.
As central banks signal that global economies may have reached a tipping point and the inflation cycle may soon retreat, investment teams need to refocus on fundamentals. In 2024, experts say, innovation will be key.
While technology’s role in compliance is becoming more prominent, advisers and brokers are still looking for clarity on what vehicles will carry that technology.
To provide a value proposition that stands apart, wealth management practices must be adaptive and consider the range of investment products available. Two popular options show how practices can cater to evolving client needs.
Transferring wealth between estates can be problematic, but investment bonds can add surety by dint of their position outside of a deceased estate according to Foresters Financial.
With interest rates at or near their peak, the headwinds buffeting small caps could turn into tailwinds. According to Australian Ethical portfolio manager Andy Gracie, that might make now an opportune moment to invest in the sector.
Commenting on its multi-year partnership with The Inside Network, CFS distribution lead Bryce Quirk called the insiders community an “ideal vehicle” to deliver its core values, which hinge on servicing financial advisers and their clients.
Track record is vital, but a lack of comprehensive and independent research is often forcing investment teams to do their own due diligence when it comes to alternative managers.
Teams from Pzena and Invesco scored highly against the Northern Trust-backed Essentia Analytics’ Behavioural Alpha Benchmark, a system designed to differentiate between luck and true investment nous.
