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Man has the edge on machines in long-term investing (for now): Ruffer
Artificial intelligence might be better at gathering and storing knowledge, but incorporating wisdom into an investment approach (or abandoning it altogether)...
GDG's all-in Lonsec play confirms investment consultants are the new captains of capital
First it was Scarcity Partners taking a sharp left turn to pick up Evidentia. Then KKR swerved just as hard to avoid Perpetual's asset management business. And...
Ongoing economic concerns present golden opportunity in Chinese market: Pzena
It's been one of the most disappointing regions in the world in terms of performance, but Pzena Investment Management thinks China’s bombed-out equity market...
Don't sell in May and go away: Why stocks have room to run
Indices are flush in developed markets the world over, but that doesn't mean prices have necessarily peaked according to Invesco chief global market strategist...
Banks present savvy value play through crisis fears and tech frenzy
The global banking system has proven both resilient and lucrative for investors since it seemed to teeter on collapse just over a year ago. The turnaround...
Brigid Asquith-Hunt and the language of legacy in financial advice
Making a connection is at the heart of any financial adviser's value proposition, the consultant says. But to do that, the right language must be leveraged to...
ESG in action: How investment teams are funding research and leaning on laggards
Getting to net-zero by 2025 will require an enormous shift of capital. This can only happen if groups with leverage apply pressure to financial services...
'Very sad': Tech market concentration just like internet bubble, Pzena says
The disconnect is not about the big technology companies themselves, the famed value investor believes. It wasn't in 2,000 and it isn't now. The disconnect is...
'Macro distraction' is why fundies don't perform: PM Capital
Of all the reasons fund managers get outperformed by the benchmark, Paul Moore explained, the clearest is that they get distracted by macro issues that aren't...
First Sentier withdrawal just the tip of the iceberg for struggling fundies
First Sentier’s decision to close a number of strategies and pivot towards private markets handily illustrates the pressures facing the Australian funds...
How we invest: The companies and sectors that Australians love to buy and sell
While financials and materials dominated trades leading into 2024, the popularity of other sectors like healthcare and information technology followed...
‘No pain, no gain’: Marks on the investing game of chess
Good investing requires real sacrifices, according to Oaktree’s Howard Marks, but you can’t expect to be compensated just for making them.
Small caps come into focus as concentration risk pervades major markets
The historic outperformance of big tech stocks in the US may look like a global outlier, but many developed markets (including ours) have high levels of...
Expectations matter, and the market's 'big fluffy toys' have set a historically high bar: Orbis
Valuations at the top end of indexes are sky high, but with that comes inflated forecast earnings. For savvy investors, it may be time to rotate towards more...