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LATEST... |
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The importance of asset allocation in Australia
Between 15 and 30 years ago, there were several studies
into the importance of asset allocation. Is asset
allocation still important today, and in the Australian
fund context? How successful is active management?
Michael Furey,
Delta Research & Advisory
| 1.00
CPD
| Research
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From memory to denial in Russia
In Putin's third presidential term, dissidents are
routinely dubbed deviants, fifth columnists, and
traitors, as the regime leads a drive for national unity
based on religion, tradition, and paranoid rhetoric. For
the moment, Putinism is the only game in town.
Robert Skidelsky, Warwick University
| Opinion
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Harnessing India’s growth by investing before the crowd
To harness the
full potential of India's growth story, investors should
seek exposure to India's mid and small cap companies,
rather than just the large, liquid companies with
significant global revenue bases which dominate
benchmark allocations.
Mugunthan Siva, India Avenue Investment Management
| White
Paper
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Equity - Global
Beyond Borders: Follow the revenue, not the domicile
A better way to
evaluate companies and portfolios is to consider where
companies do business, not where they are headquartered.
It is time to invest beyond borders.
Robert
Lovelace, Capital Group
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0.75 CE
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Resources
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Infrastructure investing needs a tight definition
Infrastructure has
gained greater focus in recent years, with investors
drawn to its defensive characteristics. But
infrastructure investing requires a tight definition to
deliver the defensive attributes that investors are
targeting.
Andrew Maple-Brown,
Maple-Brown Abbott
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0.50 CE
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White Paper
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At the crossroads... Alpha & Smart Beta… fact, fallacy
or fantasy?
3 fundamental strategies for outperforming markets and
adding alpha
Indexing could be as problematic during the next few
decades as it has been successful in the past few. This
heightens the appeal of active management for those
brave enough to pursue it.
Dr Woody Brock,
SED
| 0.50 CE
| Resources
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At the crossroads… Decision making under uncertainty -
sensible or senseless?
Will they still need you, will they still know you, when
they're 64?
Cognitive functioning declines as we age, affecting
financial decision making. Practitioners need an
increased awareness about issues relating to aging and
cognitive decline.
Dr Joanne Earl,
UNSW
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CPD
| Resources
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At the crossroads - insist on a very active equities
approach
Six years into a
bull market, Australian equity values are beginning to
look stretched. But large divergences in valuations
across sectors are creating great opportunities for
truly active managers.
J Morrison & Dr R Whiteoak
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1.00 CE
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Paper
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Does active share equal good performance?
High active share is
often profiled as "better" but such portfolios can
exhibit risk concentrations which may lead to volatile
return streams. Low active share funds should not be
excluded from asset allocators’ tool kit.
Ido Eisenberg & Piera Elisa Grassi, JP Morgan Asset
Management
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1.00 CE
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White Paper
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Concentrations, correlations & structural issues in
Australian equities
The increasing
concentration of the Australian stock market indices is
mirrored by the concentration of the Australian funds
management industry. What does this mean for alpha
generation?
Paul Drzewucki, Ellerston Capital
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1.00 CE
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White Paper
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Member comments
The invasion
I am impressed by the realism and research in Mr Papic's
article. I am also relieved by his optimism.
John Schofield, Broadly Based Financial Services | Comment
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