18 articles from
Are markets nutty, or just frothy? Howard Marks on market blow-ups and 'bubble thinking'
Higher starting valuations usually lead to lower returns, but the most important part of a bubble is “highly skewed psychology” – and investors remain...
Passive funds don't hurt markets, but some thematics might suffer: GMO
The index-hugging wall of money can't break the maths of the market, a new paper argues, but it may exacerbate the "long winter" of small caps and value...
Active managers might be (relatively) more magnificent than markets suggest: GMO
Betting on mega-caps has rarely paid off for active managers, but investors who want exposure to the US market are often forced to take on massive stock...
Bubble warning: why Nvidia might be ‘too big to succeed’
Despite strong fundamentals for the chip king, Research Affiliates says investors are overplaying Nvidia as the ‘safe’ hand in the AI game.
ESG a 'substance-less concept' and AI will reduce profitability: New York academic
ESG is the "emptiest" idea, according to Aswath Damodaran, while AI will morph into higher costs for companies overall with no competitive advantage in a world...
ESG a 'substance-less concept' and AI will reduce profitability: New York academic
ESG is the "emptiest" idea, according to Aswath Damodaran, while AI will morph into higher costs for companies overall with no competitive advantage in a world...
When real returns are unreal: The public-private performance gap illusion
Comparing public and private market performance can be misleading, according to a new study from PGIM, and CIOs need to look deeper into the data.
When real returns are unreal: The public-private performance gap illusion
Comparing public and private market performance can be misleading, according to a new study from PGIM, and CIOs need to look deeper into the data.
From Goldilocks to gold: Mercer sets scenes for inflation
Mercer has urged investors to consider a wider range of inflation scenarios in portfolio design plans as price uncertainty ramps up across the world. In a new...
As WTW calls for active management
Investors should increase allocations to active management strategies against an increasingly uncertain global backdrop, according to a new Willis Towers...
Dundas to get ETF treatment
Australian multi-affiliate shop, Apostle Funds Management, will roll-out an exchange-traded fund (ETF) version of a well-established active global equities...
Dundas to get ETF treatment
Australian multi-affiliate shop, Apostle Funds Management, will roll-out an exchange-traded fund (ETF) version of a well-established active global equities...
Why equities are skew-whiff when the big get bigger
Stock markets have always been a win-lose situation, but the odds are skewing even further towards a handful of successful companies, according to a new...
Why equities are skew-whiff when the big get bigger
Stock markets have always been a win-lose situation, but the odds are skewing even further towards a handful of successful companies, according to a new...
Aussies leave NZ advice sector
There was a time, not so long ago, when AMP and the Australian banks dominated the New Zealand wealth management and advice sector. With Westpac confirming...
Howlin's Research IP to expand into NZ
Another investment platform is due to arrive in NZ within weeks under the 'Flint Wealth' brand. It is an equal partnership between Brisbane-based Research IP,...