40 results found

In the cyber world today, we are somewhere around World War I. There are more than 30 nations with effective cyber forces. Practitioners need to understand the threat cyber weapons pose to markets and investments.

David Sanger | 1.00 CE

The People's Republic of China (PRC) invests heavily in high technology research. While the world will certainly benefit from the PRC's technological ambition, it also has challenging implications.

Linda Jakobson | 0.25 CE

Machine learning algorithms are no match for the human brain when it comes to deciding how investment portfolios should be constructed.

Peter Bossaerts | 0.25 CE

Investors like to have their cake and eat it - i.e., they like investment returns (the higher the better) but dislike volatility (particularly negative returns). It is possible to engineer investment returns that meet those requirements.

Ron Bird | 0.50 CE

A disciplined, scenarios-based approach to determining your views on the outlook for markets and the asset allocation implications can help future-proof portfolios. This hypothetical Investment Committee meeting considers the asset allocation implications of three scenarios.

The Australian (and global economy) is facing decades of significant technological change that will reshape how we work, where we work, and how we relate to each other economically and politically.

Chris Berg | 0.25 CE

Harry Markowitz called diversification "the only free lunch in finance". But it can’t be taken for granted as not all diversification is good. The answer will often lie with good rules of thumb.

Tim Farrelly | 1 comment | 0.25 CE

Investors should treat foreign currency as an asset class in its own right, considering both short- and long-term currency risks, as well as where the best return opportunities lie.

Olivia Engel | 0.50 CE

Unconstrained strategies can be supportive in both maximising portfolio returns and reducing risk but a clear philosophy and framework for apportioning risk in unconstrained portfolios is key.

Prashant Chandran | 0.25 CE

Investors need to entirely rethink their processes, assumptions and research approach, to focus on the cultures of consumers in different markets. Only by thinking like new brands themselves, can investors identify and invest in the next powerful emerging trend.

The familiar phrase “Past performance is not indicative of future performance” is so common we almost ignore it, but it goes to the heart of how to view and manage risk and return to future-proof portfolios.

Marc Seidner | 0.50 CE

Investors should learn the lessons of history. Looking beyond near-term valuation multiples can help identify the next great winners and also help avoid the losers. Without growth investing, a portfolio is only focusing on only one side of the equation.

Nick Griffin | 0.50 CE

The decision to use active, passive, or both types of investments in portfolios is too often framed as an either-or debate. Both have the potential to help future-proof portfolios.

Daniel Reyes | 0.50 CE

Future proofing portfolios is difficult, due to today’s demanding valuations and because the future is intrinsically unknowable. There are no set-and-forget strategies in a world of ever-changing prices.

Philipp Hofflin | 0.25 CE

Not all factor investing strategies are created equal. Investors embracing factor investing need to understand some core principles to create a future-proof portfolio.

Frank Wirds | 0.50 CE

As disruption transforms global economies, and markets become ever more efficient, effectively integrating material ESG factors will help build robust and resilient portfolios.

Michael Cantara | 0.50 CE

A robust approach to asset allocation focusing on factors that do have predictive power – valuations and trend – can create a portfolio that is robust to changing markets.

Michael Blayney | 0.50 CE

Global Asset Back Securities were directly tested and survived the challenges of 2008. In this rising rate environment, they are well placed to help "future-proof" portfolios.

Richard Quin | 0.25 CE

The investment opportunity in EM is greater than just the companies domiciled there. In essence, investing in global growth should not simply be defined or determined by where a company receives its mail.

Andy Budden | 0.50 CE

The impact investment market is growing. There is growing evidence that investing for return while generating a positive impact is a holistic way to create portfolios that are fit for the future.

Stephen Fitzgerald | 0.50 CE