investors – Page 3 – The Inside Adviser

A new core for balanced portfolios

October 29, 2020 by The Inside Adviser

It seems to be a rite of passage these days, investment bankers heading out on their own to start asset management businesses. Times are good. So good that the Australian...

Spatium’s secret small cap sauce

October 26, 2020 by James Dunn

Four years ago, old high-school buddies Nicholas Quinn and Jesse Moors were taking in the sunshine at a cafÃ© on Melbourne's Southbank, when they decided to take their mutual interest...

Super funds back to breakeven – the members?

October 26, 2020 by Drew Meredith

Superannuation research house Chant West released their latest update on the performance for the September quarter. Industry groups quickly jumped on the news highlighting the fact that "nearly eight months...

ESG: ‘Do as I do, not as I say’

October 26, 2020 by The Inside Adviser

The concept of ESG has been a key driver of fund flows, but most importantly marketing strategies, in recent years. Nearly every fund manager worth their salt has a well-written...

IPOs and credit – overheated or heating up?

October 26, 2020 by Giselle Roux

More than a sport, a financial mismatch There is an awkward, yet in many ways predictable, relationship between investors and the providers of investments. An old-fashioned assessment of demand and...

Growth managers continue to shine

October 19, 2020 by Ishan Dan

It's been a while since "value investing" made sense: the style has suffered a dreadful stretch of performance since the 2008 financial crisis. The 'Warren Buffett' mantra of buying low...

To syndicate or not to syndicate?

October 18, 2020 by Contributor

If you are looking for one word to describe 2020, 'volatility' would seem to fit the bill. Every aspect of our lives, whether it be financially, socially, or work, has...

Evergreen Ratings – a new player in research

October 12, 2020 by The Inside Adviser

A busy year for investment researchers just got busier, with Evergreen Consulting launching its own investment research arm, Evergreen Ratings. This follows a number of acquisitions and asset sales in...

A game-changer for managed funds?

October 8, 2020 by Greg Bright

The launch early in February this year of Australia's first unlisted fund to be quoted on the ASX, by Magellan group and its administrator, Mainstream, took a while to sink...

Is it time to be dynamic?

October 5, 2020 by Staff Writer

Dynamic asset allocation (DAA) refers to the process of frequently and significantly adjusting the mix of asset classes in a given portfolio. It sits at the stark opposite end of...

Can you be converted?

October 1, 2020 by Staff Writer

There is a US$550 billion ($764 billion) market that is rarely considered by Australian investors. Convertible bonds (CBs) are barely used locally, while in the US and Europe these are...