Pension funds should step up their game in investment governance and best practice if they are to remain relevant in the changing investment industry. As asset owners, consultants and fund managers are increasingly encroaching on each other’s territory, only those with superior decision making processes in place will survive, according to Sue Brake, Senior Investment […]More Details
Acclaimed business journalist and writer of the Wall Street Journal’s ‘Intelligent Investor’ column Jason Zweig speaks with MarketFox columnist Daniel Grioli about value investing in today’s world and tries his hand at answering the question: How would Benjamin Graham invest today? Short overview of content of podcast: 2:00 How did you get started in industry? […]More Details
The condor is often thought of as a somewhat unsightly bird with a head that is largely characterised by the patches of naked skin that are only sparsely interrupted by scraggly feather growth. Its image isn’t helped by its macabre dietary habits of scavenging for food by feasting on animal corpses, often overeating to the […]More Details
In a world of powerful algorithms and intelligent robots, of passive and factor-based strategies, what is the future role for humans in the investment management industry? What can asset managers learn from Deep Blue’s triumph at chess, from Watson’s victory at Jeopardy, from AlphaGo’s win at Go, from machine learning’s success at language translation, or […]More Details
Investors know from experience that exceeding the limitations of an equity strategy’s capacity will ultimately destroy much of the generated alpha. But when constraints are put in place, whether they are hard or soft closes, the limitations are often rather fluid in nature. At this luncheon, Geoff Warren, Associate Professor at the Australian National University, […]More Details
"He will therefore have to use what knowledge he can achieve, not to shape the results as the craftsman shapes his handiwork, but rather to cultivate a growth by providing the appropriate environment, in the manner in which the gardener does this for his plants."
Friedrich August von Hayek