Markets

In 2023 governments came to a general awareness that to achieve net-zero, robust and consistent ESG policy frameworks must be put in place. In 2024, we should see a continuation of that theme according to New-York based investment group Neuberger Berman.

The CIO of the $10 billion Australian Ethical wants to triple its funds under management by 2030. Getting on that growth trajectory could mean offshore partnerships or acquisitions to augment its in-house investment capabilities.

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.

Each of these five fund managers focus on finding undervalued stocks that have significant potential for growth. And in Australia – on a performance level, over a 3 year term – they’re currently the best at what they do.

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.

Ethical investing is rightly associated with driving change for people and the planet, but because it’s about being highly convicted on long-term themes, it also a means to drive better portfolio performance according to Australian Ethical.

Atchison Consultants weighs up the three-year performance of five top ranked managed funds in the growth subset of the increasingly in-demand alternatives sector.

There is a world of complexity behind the construction of a highly concentrated portfolio of stocks that consistently outperforms the benchmark. According to Bob Desmond it requires patience and a willingness to operate in “a very select universe”.

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.

In this column we take a closer look at the best performing funds in some of the most popular asset classes, with the aim of providing insight and support for those seeking to build more resilient portfolios. This week, we take a closer look at liquid alternatives.

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.

A recalibration of dislocated markets is inevitable, according to Atrium’s Glen Foster, and the landing may not be a soft one. This presents an opportunity for investment teams that are prepared for a range of outcomes.