321 results found

Regulatory tailwinds, fee pressure, unbridled experimentation around the delivery of advice - it's a steady stream of disruption. Ironically, technology is both our poison and antidote.

Stig Nybo | 0.50 CE

In 2002, we embarked on a quest to identify the secular forces which would substantially influence markets over the coming decade. We proposed five megatrends - which still drive portfolio construction today.

With the onward marching of computing power, our transition from being "knowledge workers" to "relationship workers" may be here sooner than we realise.

We stand on the brink of a technological revolution that will fundamentally alter the way we live, work, and relate to one another. In the end, it all comes down to people and values.

Four common behavioural problems make the journey of investing particularly challenging for many investors. An understanding of each help investors stay the course and meet their goals.

Conference 2016 delivered 50+ high conviction ideas on how to manage the friction between short-term and long-term investing imperatives. Here are the key takeouts.

While parts of the asset management industry appear to be dumbing down, we must continue to educate individuals on the differences between investment and speculation.

Most investors don't experience the same returns of the portfolio or fund they are invested in. Investment discipline is the key - not emotion, not market noise - to ensuring you arrive at your planned investment destination.

Practitioners need to move away from a focus on simple performance towards holistic client management. The industry needs to change, rebuilding trust with better diversity and transparency.

People vary tremendously in their impatience. For many, it is a real struggle to take the long view. New research shows how to identify and manage financial impatience.

It is easy to assume that leadership (or a lack thereof) only occurs in upper level, high status positions. The long and short of this premise needs to be scrutinised. We must recalibrate our thinking.

Client needs are changing. And these changes will challenge asset managers, especially as the industry goes through consolidation.

By encouraging investors to control their emotions and by choosing the right funds, we can help them meet their long-term needs.

It remains possible to generate alpha from liquid strategies but investors must shift their focus away from short-term performance, and towards longer-term measurements of success.

Investing is supposed to be about the incremental replacement of human capital with financial capital over the long term. But today's environment and our behavioural biases conspire against such a pure case.

Investors are increasingly short term in their orientation. An arbitrage opportunity exists for managers with a longer investment horizon.

Managing the fundamental friction between short-term and long-term investing imperatives is a key challenge when building portfolios. This Backgrounder explores some of the key concepts and debates.

It has become accepted, conventional wisdom that investors underperform their investments by timing those investments badly. But this new conventional wisdom must be debunked.

The next bear market will come like the proverbial 'thief in the night' and none of us can predict the hour or day. Preparing clients for bearish times may be more important than portfolio design. But how?

It's a sad fact that not everyone adjusts well to retirement. It's estimated that about one third of retirees have problems adapting after leaving full time work. So why do some people fail to adapt? A Dynamic Resource Model provides a potential solution.

Joanne Earl | 2 comments | 1.00 CE