Analysis

In the AI-fueled rally, some companies will win and others will disappear. But while some parts of the market look hideously expensive, their long-term prospects might justify their valuations.

An eventual market correction won’t necessarily be marked by its depth, the famed British investor writes, but by its speed. Caution may come at a price, but Ruffer believes that cost will take on a different perspective by the time it’s been paid in full.

Whether you perceive the RBA’s messaging to be balanced or mixed, the uncertainty serves as a reminder that fixed income is a vital sleeve in any investment portfolio.

Listed asset managers may be undervalued, Morningstar believes, and there are opportunities for well-positioned firms to rebound as the new interest rate cycle takes effect. But the mid- to long-term outlook may be more problematic.

As market conditions turn, private debt is expected to lead the charge of private capital disbursement across the globe, with special purpose vehicles increasingly at the heart of deals according to a new study.

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”.

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.

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.

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.

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.

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.

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.