QE has driven a search for yield globally, resulting in a unique Australian experience that has seen the major ASX indices become increasingly concentrated. We are at the crossroads for active Australian equity management.

Paul Drzewucki, Ellerston Capital | 0.75 CE

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 | 1 comment | 1.00 CE