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Ongoing economic concerns present golden opportunity in Chinese market: Pzena

It’s been one of the most disappointing regions in the world in terms of performance, but Pzena Investment Management thinks China’s bombed-out equity market presents “a real win opportunity”.

Staff Writer | 3rd Jun 2024 | More
Don’t sell in May and go away: Why stocks have room to run

Indices are flush in developed markets the world over, but that doesn’t mean prices have necessarily peaked according to Invesco chief global market strategist Kristina Hooper.

Kristina Hooper | 3rd Jun 2024 | More
  • The risks and rewards of diversified credit funds

    They may be the flavour of the month, and probably for good reason, but are diversified credit funds all that they’re cracked up to be? Will Arnost takes a look at the top performing funds on the Atchison APL.

    Will Arnost | 30th May 2024 | More
    What makes a good company AGM, and when it’s right to turn someone’s mic off

    Whether it’s the right agenda, executive engagement, cold catering or the right to put a rambunctious shareholder on mute, there are myriad elements that go into an effective AGM according to those who’ve had their fair share.

    Tahn Sharpe | 23rd May 2024 | More
  • Smart income derivative equity funds gain ascendancy during volatility cycle

    Managing a derivative equity income portfolio involves several complex challenges, but the payoff for investors during periods of volatility can be significant according to Atchison Consultants.

    Will Arnost | 16th May 2024 | More
    Why private credit is a double-edged sword

    Private credit has seen huge inflows in recent years, but contrary to the claims made by some of its advocates it’s not a defensive asset class or a substitute for investment grade corporate and sovereign bonds.

    George Lin | 6th May 2024 | More
    ‘Macro distraction’ is why fundies don’t perform: PM Capital

    Of all the reasons fund managers get outperformed by the benchmark, Paul Moore explained, the clearest is that they get distracted by macro issues that aren’t particularly relevant to their investments.

    Staff Writer | 2nd May 2024 | More
    How to select a fund manager

    While much ado is made of the science that goes into fund manager research, real assessment puts comparable weight on the art as well according to investment leaders.

    Tahn Sharpe | 30th Apr 2024 | More
    ‘No pain, no gain’: Marks on the investing game of chess

    Good investing requires real sacrifices, according to Oaktree’s Howard Marks, but you can’t expect to be compensated just for making them.

    Lachlan Maddock | 29th Apr 2024 | More
  • Leading the pack in 2024: High-yield income funds that are outperforming

    Despite the inherent risks, the allure of high-yield fixed income funds in 2024 remains strong. They offer a compelling opportunity for enhanced returns against the backdrop of high inflation and a desire for greater diversification.

    Will Arnost | 18th Apr 2024 | More
    After a brutal period, active equity managers look to turn a corner

    While some may have gotten a little kick out of watching the tall poppies of the investment landscape get cut down over the last decade, it’s worth remembering that stock pickers provide critical degrees of diversification and balance to the ecosystem. It may have been a tough old decade, but this cohort is nothing if not resilient.

    Tahn Sharpe | 15th Apr 2024 | More
    BlackRock’s Fink looks to Australia’s ‘good model’ for US super system

    Super funds are an accumulation wonder of the world, but when it comes to retirement they’re in the same leaky boat as every other defined contribution system. BlackRock wants to bail it out.

    Lachlan Maddock | 28th Mar 2024 | More