Active management outperformance rarely lasts: US study
While active management can provide pockets of outperformance both here and globally, research from S&P Global suggests maintaining above-benchmark returns is difficult to maintain.
Tag: s&p 500
The ‘optical illusion’ making the S&P 500 look so much healthier than it really is
There is a hidden bifurcation in the S&P 500 that retail investors may not be seeing, but it has private investment manager Neuberger Berman showing a degree of caution.
Navigating volatility worth the prize
With so much negativity circling, one would assume that the market is likely heading lower or treading water at best. Wrong.
Inflation and stretched valuations shine light on precious metals
With inflation running at its highest level in decades and the global economy getting hotter than anticipated, investors are wondering what to do. Bonds offer slim returns. As inflation has...
Read More
More questions than answers despite the macro consensus
Conversations on investment matters are wide-ranging. Many enjoy the ethereal world of big picture debates. Identifying these in the long run has been critical, but only a handful matter. Interest...
Read More
Will Taiwan tension derail emerging market allocations?
As investors start to look past the pandemic, the economic cost and scarring from Covid-19 has been significant. The International Monetary Fund (IMF) says "unlike the 2008 crisis, emerging markets...
Read More
Global value leads the way in March, chart toppers rotate
The first quarter of 2021 saw renewed confidence in global equity markets supported by positive developments in the fight against coronavirus together with better-than-expected economic data. Fiscal stimulus and vaccine...
Read More
Another bumper year for super funds despite the pandemic
Superannuation research house Chant West, part of the Zenith Investment Consulting group, this week published their quarterly performance update on the industry fund sector. Despite the volatility experienced in March,...
Read More
What’s old is new again
The persistent era of disruptive services has its counterpart in companies considered ripe for extinction. History, however, suggests one should not be quite so fast in judging. The advent of...
Read More
Bubbles everywhere and ‘risk has vanished’ says Klarman
In an imaginary world, being a hedge fund investor called Seth Klarman with a fund called Baupost would be fun, based purely on unusual names, but also on the longevity...
Read More
Six must-make changes for 2021
The time seems right to review my investment strategy calls of 2020 and put forward some ideas on the most important action to take before the year comes to a...
Read More
Looking under the ETF bonnet
Machines and the Mind Around 70%-80% of equity market volume is driven by algorithmic trading. There are a host of actors in this process, from hedge funds, exchange-traded funds (ETFs)...
Read More
Cheaper, more diversified and delivering
With attention focused on the record-breaking run of the Dow Jones Industrial Average (DJIA), which now sits above 30,000 points for the first time, smaller companies continue to be neglected....
Read More
Are P/E ratios a misleading indicator?
As it stands, the ASX's November 2020 performance could be the best in over 50 years. It seems impossible when you consider the state of the "real" economy, which is...
Read More
An election win for investors, Nasdaq, S&P 500, and ASX 200 finish higher
Markets to open higher, ASX up 1.3% on the back of CSL (ASX: CSL), National Australia Bank (ASX: NAB) profit crushed, 'Nirvana' for sharemarkets. The ASX 200 (ASX: XJO) delivered...
Read More
Tesla among six new stocks added to the Chi-x TraCRs platform
Investors are piling into COVID-hit international companies amid a share trading boom. According to ASIC's analysis of trading volumes during the COVID period, share trading volumes among retail investors have...
Read More
Seek (ASX:SEK) under short attack
Sentiment shifts US market rallies, JB Hi-Fi (ASX:JBH) sold off, Seek (ASX:SEK) under short attack It's looking like a tough end to October after what has been a very strong...
Read More
Inflation returns, Coles (ASX:COL) sales boom
Inflation returns, Coles (ASX:COL) sales boom, US staggers down 3%, ASX to open over 1% lower The ASX 200 (ASX:XJO) staged a solid comeback after a weak opening, finishing 0.1% higher. The strength came...
Read More
RBA: Recession is over, ASX 200 slumps 1.7%
RBA: Recession is over, ASX200 slumps 1.7%, stronger open ahead The ASX 200 (ASX:XJO) finished off the day's lows falling 1.7% on Tuesday after a weak global lead. The good...
Read More
Another negative week for the ASX
Another negative week for the ASX, Trump-Biden debate, Link (ASX:LNK) undervalued The ASX 200 (ASX:XJO) finished 0.1% lower on Friday keeping the index in negative territory for the week, down 0.2%. The...
Read More