Alignment of interests and the value of human capital
One of the boxes ticked when selecting a fund manager is whether the investment team has its own money in the strategy, or even better, has ownership in the...
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...
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...
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...
Searching for nirvana
One of the (many) headaches of the current financial market setup is the lack of return on cash or term deposits that can hold onto the real value of money....
Searching for nirvana
One of the (many) headaches of the current financial market setup is the lack of return on cash or term deposits that can hold onto the real value of money....
Advisers should 'call out' misalignment in investment markets
Advisers all have financial benefit from promoting investments through an advice fee, or percentage of FUM. This is not a value judgement, simply a statement...
Advisers should 'call out' misalignment in investment markets
Advisers all have financial benefit from promoting investments through an advice fee, or percentage of FUM. This is not a value judgement, simply a statement...
Advisers should 'call out' misalignment in investment markets
Advisers all have financial benefit from promoting investments through an advice fee, or percentage of FUM. This is not a value judgement, simply a statement...
Is gold only for the true believers?
Gold’s crown is a little tainted by its recent price retracement, which has taken the yellow metal roughly back to where it was a year ago. Instead,...
Financial advisers in need of better data
Not that long ago a fund manager could provide a mesmerising presentation slide on how it uses “big data.” Examples might be using Google Earth to...
Financial advisers in need of better data
Not that long ago a fund manager could provide a mesmerising presentation slide on how it uses “big data.” Examples might be using Google Earth to...
Where should investors turn in the era of bubbles?
While nearly all the fussing on equity valuation and bubbles is centred on the US, Europe, Japan and the emerging markets (EMs) have provided decent returns...
Will 2021 be the year for infrastructure?
Let’s get real The financial chatter box is overflowing on bond movements and the potential impact on valuation of risk assets. Inevitably the...
The price is right for commodities
High iron ore prices are unlikely to have escaped the attention of Australian investors given the inevitable BHP or RIO holdings. Commodities, in general, have...
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...