australieen

Insights

Is it time for more defensive equity investing?
Is it time for more defensive equity investing?
There are plenty of reasons to pursue a more defensive equity strategy, but paradoxically enough, this also carries several risks.
21-11-2018 | Insight
Blokland’s daily sketch
Blokland’s daily sketch

US stocks priced to perfection

21-11-2018
Positioning for a shift towards value stocks
Positioning for a shift towards value stocks
We think now is a very good time for investors to introduce value stocks to their portfolios.
20-11-2018 | Insight
The return of Term Premium
The return of Term Premium
Despite all the focus on the inflation outlook and ongoing Fed hikes, the recent sell-off in US Treasuries was actually driven to a large extent by a reawaking of the term premium.
19-11-2018 | Insight
Breaking away from market-cap weighting is really important
Breaking away from market-cap weighting is really important
Mebane – or ‘Meb’ as he is known – Faber is co-founder and chief investment officer of Cambria Investment Management.
19-11-2018 | Interview
Graph of the week
Graph of the week

Too little, too late

16-11-2018 | Insight
Implement efficient factor investing strategies
Implement efficient factor investing strategies
Find out more
An alternative after all
An alternative after all
After eight consecutive Fed rate hikes, investors finally have an alternative to risky assets: USD cash.
15-11-2018 | Insight
Factor investing in corporate bond markets - Client Case Studies
Factor investing in corporate bond markets - Client Case Studies
Does factor investing work for credits?
13-11-2018 | Insight
Time to get defensive?
Time to get defensive?
It’s one of the best-known acronyms in finance – and it remains a good indicator of where stocks might go.
12-11-2018 | 5-Year outlook
Outlook 2019: Turbulence ahead
Outlook 2019: Turbulence ahead
Next year we expect the markets to have two faces.
08-11-2018 | Insight
Democrat poll win weakens Trump’s power
Democrat poll win weakens Trump’s power
A Democrat victory in US elections is positive for markets, though a return to fiscal discipline is unlikely, says Chief Economist Léon Cornelissen.
07-11-2018 | Insight
Thought smart beta indices had unlimited capacity? Think again!
Thought smart beta indices had unlimited capacity? Think again!
Following smart beta indices is a popular way to implement factor investing.
06-11-2018 | Insight
Some plant trees, we plant ideas
Some plant trees, we plant ideas
Download the book
HK and Chinese valuations now in line with rest of Asia
HK and Chinese valuations now in line with rest of Asia
06-11-2018 | Insight
Bond. Corporate Bond
Bond. Corporate Bond
What should and should not be included in strategic asset allocation is a hotly debated topic.
05-11-2018 | 5-Year outlook
Climate change growth could be worth USD 26 trillion
Climate change growth could be worth USD 26 trillion
Investing to limit climate change could add USD 26 trillion to the global economy, a new report says.
01-11-2018 | Stunning statistics
Three megatrends shaping the world
Three megatrends shaping the world
Three megatrends reflecting each aspect of the environmental, social and governance (ESG) spectrum are shaping the sustainability investing world.
01-11-2018 | Insight
Tightening in tougher conditions
Tightening in tougher conditions
In our new Central Bank Watcher, we examine the policy and actions of the world’s major central banks (Federal Reserve, European Central Bank, People’s Bank of China and the Bank of Japan).
30-10-2018 | Insight
What you should know about liquidity risk management
What you should know about liquidity risk management
The asset management industry is expecting a wave of liquidity risk regulation.
30-10-2018 | Insight
All roads lead to Rome but few lead to Italian debt sustainability
All roads lead to Rome but few lead to Italian debt sustainability
It was a warning made two and a half centuries ago – but it has stood the test of time.
29-10-2018 | 5-Year outlook
Beware of positive surprises
Beware of positive surprises
Markets have reminded us that everything that goes steeply up will at some point come steeply down.
26-10-2018 | Column
Electric vehicles are on a charge
Electric vehicles are on a charge
Tougher anti-pollution regulations and breakthroughs in energy management and materials technology are powering the uptake of low-to-zero-emission vehicles.
26-10-2018 | Insight
Will a blue wave mean Trump waves goodbye?
Will a blue wave mean Trump waves goodbye?
Mid-term US elections may spell trouble for President Trump, says Robeco Chief Economist Léon Cornelissen.
25-10-2018 | Insight
Achieving your investment goals with factors: get specific factor exposure
Achieving your investment goals with factors: get specific factor exposure
Factor-based strategies can help investors get exposure to a particular factor.
25-10-2018 | Insight
Beware the monetary tide is turning
Beware the monetary tide is turning
Tighter dollar liquidity and a trade war that is fast becoming a deeper economic struggle will continue to affect markets.
24-10-2018 | Quarterly outlook
Finding tomorrow’s trends
Finding tomorrow’s trends
The composition of stock markets is continuously changing.
24-10-2018 | Video
Diverging fortunes for low-risk stocks as EM and DM decouple
Diverging fortunes for low-risk stocks as EM and DM decouple
So far, 2018 has been marked by a clear decoupling of emerging and developed equity markets.
23-10-2018 | Insight
Oil will have to be written off at some point. But not yet!
Oil will have to be written off at some point. But not yet!
Stranded assets do not currently threaten the prosperity of oil companies, which still have a role to play in portfolios, says Chief Economist Léon Cornelissen.
22-10-2018 | 5-Year outlook
Are we melting yet? Not so fast
Are we melting yet? Not so fast
Earlier this month, global equity markets decided to stage a proper meltdown.
18-10-2018 | Quarterly outlook
‘Investors need to continue climbing the wall of worry’
‘Investors need to continue climbing the wall of worry’
Five-year Expected Returns in a five-minute video.
17-10-2018 | Video
Brexit - still bordering on the ridiculous
Brexit - still bordering on the ridiculous
Stalemate over the Irish border is raising the risk that the UK will crash out of the EU without a deal, says Robeco Chief Economist Léon Cornelissen.
16-10-2018 | Insight

Disclaimer

BY CLICKING ON “I AGREE”, I DECLARE I AM A WHOLESALE CLIENT AS DEFINED IN THE CORPORATIONS ACT 2001.

What is a Wholesale Client?
A person or entity is a “wholesale client” if they satisfy the requirements of section 761G of the Corporations Act.
This commonly includes a person or entity:

  • who holds an Australian Financial Services License
  • who has or controls at least $10 million (and may include funds held by an associate or under a trust that the person manages)
  • that is a body regulated by APRA other than a trustee of:
    (i) a superannuation fund;
    (ii) an approved deposit fund;
    (iii) a pooled superannuation trust; or
    (iv) a public sector superannuation scheme.
    within the meaning of the Superannuation Industry (Supervision) Act 1993
  • that is a body registered under the Financial Corporations Act 1974.
  • that is a trustee of:
    (i) a superannuation fund; or
    (ii) an approved deposit fund; or
    (iii) a pooled superannuation trust; or
    (iv) a public sector superannuation scheme
    within the meaning of the Superannuation Industry (Supervision) Act 1993 and the fund, trust or scheme has net assets of at least $10 million.
  • that is a listed entity or a related body corporate of a listed entity
  • that is an exempt public authority
  • that is a body corporate, or an unincorporated body, that:
    (i) carries on a business of investment in financial products, interests in land or other investments; and
    (ii) for those purposes, invests funds received (directly or indirectly) following an offer or invitation to the public, within the meaning of section 82 of the Corporations Act 2001, the terms of which provided for the funds subscribed to be invested for those purposes.
  • that is a foreign entity which, if established or incorporated in Australia, would be covered by one of the preceding paragraphs.
I Disagree