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Supply-side remains the biggest contributor to inflation

After years of benign levels of inflation, the “beast” as it is known, reared its ugly head once again in April 2021, just as the world was emerging from the pandemic. From lower, more acceptable rates in 2021, the rate of increases in prices in many parts of the developed world is now at or…

Drew Meredith | 27th Jun 2022 | More
“We are in a different world” where industry dynamics will drive returns

“We spend the majority of our research time on understanding industries,” explained Catherine Allfrey, portfolio manager of Wavestone Capital, when presenting to leading financial advisers at The Inside Network’s Equities Symposium in Perth last month. Investors have been faced with extremely challenging conditions amid a reversal of the 30-year interest rate tailwind, she said, and…

Drew Meredith | 2nd Jun 2022 | More
  • ‘Anomalous’ short-term underperformance of EM set to reverse

    “Have we really thought about the investment implications of a world in which inflation is persistent?” That was the question posed by Dr Joseph Lai of Ox Capital. Speaking at The Inside Network’s Equities and Growth Symposium recently, Lai said the challenge was to identify and discuss unique opportunities for outperformance across growth assets globally….

    Drew Meredith | 30th May 2022 | More
    Plotting the return to duration

    Bond markets have effectively become the ‘freight train’ of a long series of other assets, with a surge in bond yields pulling nearly every other asset class lower. That is according to the team at Jamieson Coote Bonds, who managed over $5 billion across a series of long and active duration fixed income strategies. Just…

    Drew Meredith | 26th May 2022 | More
  • Innovative approaches open real assets to the masses

    The United Nations has described the managers of global real estate assets as ‘one of the most important decision-making groups on Earth’. Whilst originally referring to the implications that property investment and capital flows can have on the environment and the economy, the comments have additional meaning amid a surge in inflation around the world….

    Staff Writer | 23rd May 2022 | More
    Australia’s ‘great arsenal of commodities’ set to boost AUD

    Ruffer LLP’s single strategy approach, which is a multi-asset class, diversified fund seeking to deliver consistent returns and limit drawdowns in every market cycle is increasingly rare in an environment dominated by thematics. The group has long been advocating for portfolios to be more prepared for inflation and an unwinding of the stimulus that has…

    Staff Writer | 12th May 2022 | More
    Outlook for Australia ‘favourable’ compared to ROW: Chronis

    The VIX Volatility Index or Fear Index hit a 52-week high of 38.94 last week after $65bn was wiped off the Australian share market. To put that in context, the VIX index rose to 65pts when Covid-19 first hit and peaked at 80 at the start of the GFC. While the VIX index has broken…

    Ishan Dan | 9th May 2022 | More
    Some market neutral funds don’t live up to promises

    Amid ongoing elevated volatility, some financial advisers are recommending that investors hold alternative investments, including market neutral funds, which could help cushion portfolios against a broad market sell-off. However, research by Morningstar finds that market neutral funds have large factor tilts and do not always live up to their promise of guarding against equity market…

    Nicki Bourlioufas | 5th May 2022 | More
    Value renaissance set to continue

    The move away from so-called ‘growth stocks’ which began in Q3 2020 is set to continue, with the winter for ‘value investing’ set to thaw according to Colin Graham of Robeco’s Muti-Asset team. Writing in a monthly update Graham highlighted the switch to financials, energy and materials which began once Covid-QE was brought to an…

    Staff Writer | 2nd May 2022 | More
  • ‘Blatant mispricing’ in Aussie bond yields

    2022 has been a difficult time for most investors, but for none more so than bond fund managers. The New Year’s resolution of global central banks to (finally) aggressively combat accelerating inflation has seen an incredible surge in bond yields in Australia and around the world. A case in point is the Australian 10 Year…

    Drew Meredith | 28th Apr 2022 | More
    Smart money caught out on Russia exposure

    Industry-leading finance data and research consultancy bfinance this week released the results of its “snap” What are investors thinking now? study and survey. Completed amid the geopolitical and market upheaval in March 2022, the survey of 418 institutional investors across 39 countries offers a real-time insight into what they were concerned about. First and foremost…

    Drew Meredith | 21st Apr 2022 | More
    Investing for multiple outcomes central to successful hedging

    We spoke with Stephen Coltman, Investment Manager within the Alternatives team at abrdn on the growing importance of portfolio hedging amid growing uncertainty and investor unrest. During times of falling equity markets, rising volatility and elevated drawdowns, Coltman is tasked with delivering positive returns. Speaking about his strategy and overlay, he says, “It’s really designed…

    Ishan Dan | 17th Apr 2022 | More
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