8 articles from
Different paths to equity income: A comparative manager lens
As investor demand for stable equity-derived income rises – particularly among retirees and defensive portfolios – fund managers have taken diverging paths to meet the same goal. But not all equity income strategies are created equal.
Can liquid alternatives truly diversify in a crisis? A manager comparison across real market stress
In a world of higher volatility and less reliable diversification from traditional asset classes, liquid alternatives have become an essential component in portfolio design. But do they actually diversify in a crisis — when it matters most?
Head-to-head: Direct lending vs. high-yield credit — what’s the difference?
Direct lending has emerged as a crucial funding channel for mid-market companies, and has seen significant growth over the past 10 years, primarily due to a search for yield by lenders and investors. In some investors’ minds, it may have usurped the position of high-yield; we ask, are there good grounds for that?
Head-to-head: ESG integration versus ‘impact investing’
ESG integration and ‘Impact investing’ are often seen as similar, but there are crucial differences that must be well-understood before two approaches can be compared.
Head-to-head: Value versus growth in global equities
As with so many debates that have passionate adherents, the value-versus-growth debate is not one where investors need to pick a side. Ultimately, both value and growth styles serve complementary roles.
Head-to-head: fundamental versus systematic investing in Australian equities
The debate between fundamental investing and systematic investing is right up there with the Beatles versus the Rolling Stones, or that between fans of pineapple on pizza and those who ban such a thing. As with those debates, both have a place, and it’s not absolute.
Long-only versus long-short: which wins?
It’s the showdown of the equities funds management world: not value vs. growth, but long-only versus long-short. Do long-only managers fight with one hand pinned behind their backs, as their long-short counterparts assert? We tested a random pair.
The three distinct buckets of alternative investments liquidity management
Atchison’s framework for the implementation and effective management of alternative investments involves, before anything else, the careful assessment and categorisation of asset liquidity levels.