Stock Markets Are Increasingly Irrelevant Economics, EquitiesStock markets are less about investing and more about collecting rents these days, Tim Hodgson of TAG says. He questions whether the distinction between public and private will survive with the rise of blockchain technology. Read More
An Ode to Crowding Equities, Factors, Quant & Systematic, Risk and RegulationInvestors should learn to love crowding, Wells Fargo’s Wai Lee says. Read More
The Biggest Risk in Investing is Trying to Avoid It: Grantham Equities, MarketFox, Risk and RegulationAsset managers don’t take enough risk when implementing their best ideas, according to veteran investor and GMO co-founder Jeremy Grantham. “By far the biggest risk in the long run is to try and avoid risk, to try and hedge everything out,” Grantham says. “Forget it. You’ve got to learn to take some risk and hit […] Read More
True Equity Diversification is Hard: Block Asset Allocation & Strategy, Asset Owners, Equities, Private & Alternative MarketsDiversification is good, but what assets will truly diversify you from equity risk, Michael Block, CIO of the Australian Catholic Superannuation & Retirement Fund, asks. Read More
First State Super enters China’s Domestic Market Asset Allocation & Strategy, Asset Owners, EquitiesFirst State Super sees opportunities in mainland China markets and has been awarded a QFII licence. Read More
Study Finds Systematic Front Running Asset Allocation & Strategy, EquitiesFront running by employees of financial services companies could be more prevalent than previously thought, according to an upcoming study. Read More
Avoid the Over-precise Asset Allocation & Strategy, EquitiesA contrarian doesn’t do the opposite, just something different, Ken Fisher says. Read More
CalPERS Tobacco Rethink Questioned Asset Allocation & Strategy, Asset Owners, EquitiesDr Bronwyn King urges CalPERS not to lift the ban on tobacco-related investments. Read More
