10 reasons investors should take a second look at senior secured loans
In this paper, Invesco debunks ten of the most common myths surrounding senior secured loans and explains why they think they’re a valuable addition to an investor’s portfolio.
‘Something new under the sun’: Ruffer releases its 2024 review
The 2024 Ruffer Review explores what the rise of artificial intelligence means for investors, the murky realities of cricket, and the “thankless endeavour” of forecasting. Also discussed are the technological developments that have shaped markets, and the political-economic ecosystem.
Equity market concentration and the value of spreading across styles
Investors remain concentrated, with most active assets in growth-style funds and passive assets concentrated in giant US technology shares. With valuations where they are today, that is a concern according to the Orbis team, which says diversification utilizing neglected stocks will be key.
Expensive assets suffer most when bubbles burst: Orbis Investments
Since tulipmania, good investment ideas have regularly been turned inside out after being taken to extremes. With 2021 setting all sorts of trading records, this presents an 'alarming' trend, especially for passive investors with lazy exposures.
From cost centre to growth lever: Compliance that wins business
Compliance leaders are at the centre of a transformational time in regulatory adherence and risk management, argues fintech provider Complii in this new whitepaper.
Sunrise on Venus: Preparing for the investment environment of the next decade
Using long-term data, Orbis Investments has been able to map out the current investment environment and chart a decade-long path of challenges and opportunities ahead in this pivotal whitepaper.
Alternative investments go mainstream and reshape the retirement paradigm
Up until recently, alternative investments were only really open to institutional investors, but with these now available at a wholesale and retail level the retirement strategy game has changed.
A few bad apples, or is the whole financial orchard at risk?
The crippling doom loop between the banks and the real economy we saw in 2008 is unlikely to feature in the coming recession, says Ruffer's Jamie Dannhauser, who is more concerned about a violent liquidation in financial markets.
A rocky net zero pathway: Amundi
Taking a long-term view of disruptive trends, and their implications on long-term asset class forecasts and strategic allocation, Amundi shares its updated annual capital market assumptions publication.
Getting a clear view of the gap between stock picking and proactive management
Proactive management and stock picking are, in some ways, two sides of the same coin. But advisers and investors should be aware of their fundamental differences according to HMC Capital.
Why we don't invest in Afterpay: Australian Ethical
The ethical investment house believes consumer credit can be positive for society if it is used to buy useful items. But companies like Afterpay focus on impulse purchases that are more likely to push vulnerable Australians into financial over commitment.
Why private debt is a better way to get companies to meet ESG goals
While ESG arose in the space of listed equities, private debt managers can be more effective than equity funds or other fixed income investors in getting companies to meet their ESG goals.
Ruffer and the art of bubble spotting
Sir Isaac Newton was one of the greatest scientists in history; he founded classical mechanics and the law of universal gravitation. For all that, he lost his life savings in the South Sea Bubble of 1720.
Gold as currency hedging
Investors considering gold sometimes wonder about currency hedging. As gold trades in US dollars, Australians who buy it make a twofold bet.
Cleaning up carbon: The great restoration
After benefitting from climate calm for 8,000 years the foundations are being shaken. But with over 90 per cent of the global economies committed to net-zero we have a path to crack 'both sides of the walnut', according to Ruffer.
Thinking in narratives and why stories matter
Stories help investors deal with uncertainty and imperfect knowledge. But contagious narratives which come to dominate can over-inflate expectations - and therefore prices - until a new one challenges and eventually replaces it.
Winning over the next generation
The next generation are not automatically inclined to turn to their parents' financial adviser, according to research from Invesco. Using the "power of curiosity" can aid retention, however.
Companies ditch IPO route, opening up new channels for investors
It's a perfect storm: Companies are staying private for longer and finding "myriad" ways to raise capital outside the traditional IPO route, while investors are becoming attracted to the investment opportunities they present.
Using stories to help clients understand investment concepts
Simple techniques like analogies and metaphors can help you connect with clients, but 'storyselling' needs to be simple and relatable.
The risk addiction
The pursuit is focused, relentless and uncompromising - dismissive of any potential consequences. So what happens when the addiction is to risk?
