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Tech weightings the key driver of factor performance in 2021

The simplest trade may well have been the most profitable since the pandemic began. Backing big tech, the FANGs, or even the S&P500 in which they are more dominant than ever, has been a sure-fire way to deliver the strongest returns in decades to investors in balanced portfolios. But just how important have they been,…

Drew Meredith | 17th Jan 2022 | More
Ringing the bell for low returns

The US sharemarket has compounded returns exceeding 18 per cent per year since the depths of the Global Financial Crisis. Despite the all-too-consistent prognostications in nearly every year since, that the market has become over-valued, investors have clearly been rewarded for taking risk. Has this performance been driven solely by central bank policy, as many…

Drew Meredith | 17th Jan 2022 | More
  • Douglass sticks to his guns after horror 2021

    After a hellish close to 2021 that saw the departure of one of Magellan’s largest institutional clients, the pressure will be on for Hamish Douglass to do what he says he won’t: prioritise the short-term. The closing months of 2021 were likely the harshest of Douglass’ public career. Criticisms of Magellan’s underperformance since the 2020…

    Lachlan Maddock | 13th Jan 2022 | More
    EM, small-caps tipped to top return leader board

    The team at Evergreen Consultants has released cutting-edge research that reveals the direction markets will take with higher inflation. The 2021 issue of Evergreen Consultants’ Long-Term Expected Returns Framework has made ground-breaking projections that dispel inflationary concerns. Projections show the Australian and global equity markets outpacing most other asset classes in the decade ahead. Evergreen…

    Ishan Dan | 13th Dec 2021 | More
  • Top hedge fund award goes to L1 Capital

    L1 Capital has taken out the prestigious ‘Alternative Investment Manager of the Year Award’ at the annual Australian Alternative Investment Awards for 2021. The award presentations were held in conjunction with the 20th anniversary Hedge Funds Rock charity dinner in Sydney last Friday night (December 10). They represented a welcome and lively return to normality…

    Greg Bright | 13th Dec 2021 | More
    BlackRock tilts towards China ahead of a recovery in 2022

    And just like that, the year is almost over. As 2021 comes to an end, there’s a lot to celebrate, both good and bad. The pandemic is largely behind us, with multiple vaccines administered across the world, but at a great cost and a hefty debt bill. But there is light at the end of the…

    Ishan Dan | 9th Dec 2021 | More
    Global X ETFs are coming to town

    The power of passive investing has been on show during the pandemic. Combined with the ease of implementation and a flood of new investors entering the market, the exchange-traded fund (ETF) sector has been growing at 40 per cent a year. Such has been the success that the Australian market reached $113 billion in June…

    Staff Writer | 9th Dec 2021 | More
    Short-term market focus hurting long-term innovation

    Australian Ethical’s Master Class session, hosted by The Inside Network, was titled “Investing for a better world.” It brought together external industry influencers to discuss how technologies will shape and dominate the next few years, with a particular focus on blockchain and recycling products. It was a practical panel session to give investors a real…

    Ishan Dan | 9th Dec 2021 | More
    Charlie Munger: Crypto creators ‘thinking about themselves’

    Known for his clever wit and open frankness, investment guru Charlie Munger, reinforced his value style of investing by comparing today’s markets with that of the Dotcom boom while supporting China’s recent expansion. At the same time, voicing his concerns on the growing use of cryptocurrency, which he says should banned. Munger appeared in good…

    Ishan Dan | 6th Dec 2021 | More
  • Lessons from the short side

    There has long been a saying in Australian investment circles that shorting the Big Four banks was the “widow maker”. The same could be said for a short selling strategy in general during what has been a near decade long bull market. It takes a different kind of mindset to launch a short selling strategy…

    Drew Meredith | 2nd Dec 2021 | More
    Australia’s first Bitcoin ETF set to launch

    The moment the investment world has been waiting for has come. ETF Securities appears set to be the first Australian ETF provider to launch a listed strategies that tracks the spot price of two of the world’s largest cryptocurrencies, Ethereum and Bitcoin. Subject to regulatory approval, ETF Securities is set to launch into the crypto…

    Ishan Dan | 2nd Dec 2021 | More
    Don’t take blue chips for granted: Marks

    Today’s investors are “riding for a fall,” according to Oaktree Capital founder Howard Marks. Markets could well be in for a repeat of the “Nifty Fifty” large-cap mania of the 1960s. When Howard Marks was just starting his career in finance in 1969, the preceding 20 years had been “a “mostly unchanging backdrop… in front…

    Lachlan Maddock | 25th Nov 2021 | More
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