Research

Research

Clients taking closer look at fund performance metrics

Investors across the spectrum are becoming more savvy about the different risk and return metrics that fund performance is measured by. Fundies need to make sure they have their performance analysis in order, especially if they want to show their idiosyncratic value to full effect.

Tahn SharpeDecember 7, 2020

Research

Why bad news, or no news, from researchers is good medicine

Negative fund ratings, or even an acknowledgement that a fund hasn't been rated, can still be of benefit to research houses and fund managers. Smart fund managers will use – and dissect – any information from researchers they can get their hands on.

Tahn SharpeDecember 4, 2020

Research

The unchartered waters of a low-growth world

There is no indication that bond yields are coming back any time soon, a panel has heard. If anything, Japan’s interest rate journey should be a warning to expect more artificially managed interest rates at the expense of true prices in the future.

Tahn SharpeDecember 3, 2020

Research

‘Advice Dividend’ to put numbers on the value of advice

Not only does financial advice have clear, measurable value for consumers both young and old, rich or poor, but a new study from IOOF and CoreData Research shows the Advice Dividend is often greater for the younger cohort – bucking the traditional line of thought.

Simon HoyleNovember 30, 2020

Research

Don’t confuse ESG with genuine sustainability

Investors tend to take a more holistic approach to ESG considerations than portfolio managers, Lonsec's Tony Adams says, so when the two discuss ESG they're often talking about two entirely different things.

Tahn SharpeNovember 11, 2020

Research

New portfolio construction rules are in play: Investment experts

Private equity will play a more prominent role in the construction of portfolios, with characteristics of traditional defensive asset classes put to the test and volatility becoming a feature of public markets.

Tahn SharpeSeptember 1, 2020

Research

ESG: The next level of thinking for advisers

Latent demand for ESG investing has grown in line with greater awareness of global challenges, client facing advisers have found. However, challenges relating to measurement and categorisation still require some thinking, a panel of experts has raised.

Sarah RundallAugust 26, 2020

Research

Investment hubris a handicap in pandemic era

Humility will be key for investors in navigating the pandemic markets era, a panel has heard. The biggest mistake now is to presuppose that yesterday’s metrics and tools will work tomorrow.

Tahn SharpeAugust 3, 2020

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