PIMCO's recipe for portfolio protection
While there has been much talk about renewed inflation and its harm to portfolios, thanks largely to the US economic recovery, the consensus is this will be...
A robotic future: investing in robotics, automation and AI
COVID-19 has caused the deepest liquidity squeeze since 2006, an unexpected economic shock causing an immediate deterioration in conditions.
Market beta vs. active alpha - looking for a compromise
Passive management is often considered an economical way to get market exposure, with good risk diversification and few surprises beyond what the market...
Can equities still be rewarding in 2021?
In the final weeks of the year, there appear the inevitable reports on what eventuated in 2020, coupled with the near-universal view that 2021 is lining up as...
The winning formula
In a year when a global pandemic, recession and record-low interest rates took centre stage, a growing number of specialist managers, including many...
Is your portfolio ready for 2021?
This year’s Sohn Hearts & Minds Conference, an annual one-day event that brings the finance and investment community together, saw a select group of...
The time is right for an infrastructure boom, but who will win?
Long-short strategies, which involve giving a fund manager the flexibility to profit when share prices rise or fall, were gaining traction before the pandemic....
Back to school - who gets the best grades?
Assume you are the global portfolio manager of the Sector Hindsight Fund. This allows you to make decisions with knowledge about equity sector performance with...
If you can't beat them, buy them
While the active versus passive debate rolls on, and on, across the investment world, some active managers have gone to the ‘dark side’, at least...
Precise Risk in Imprecise Markets
There are probably few things more certain to glaze the eyes of investors than discussing risk-adjusted returns or efficient frontiers, never mind Sharpe...
Building Climate Aware Portfolios
With climate change being increasingly recognised as a systemic risk, the investment community is becoming more focused on supporting the transition to a...