Stock Markets Are Increasingly Irrelevant Economics, Equities Stock 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 Regulation Investors 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 Regulation Asset 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 Asset Allocation & Strategy, Asset Owners, Chief Investment Officers, Equities Diversification 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 Owners, Emerging Markets, Equities First State Super sees opportunities in mainland China markets and has been awarded a QFII licence. Read More
Fear of the Unknown Behavioural Finance, Equities, Risk and Regulation It is not just risk that affects investment returns, but aversion to ambiguity also impacts the potential upside, new research has found Read More
Tilting to do Good Equities, ESG, Women in Finance Tilting is one way to overcome the scalability issues of impact investing, BlackRock’s Joanna Nash says. Read More
Is Value at an Inflection Point? Equities Could we be at the beginning of a turnaround for value strategies? There are some indications we might be. Read More
Study Finds Systematic Front Running Equities Front running by employees of financial services companies could be more prevalent than previously thought, according to an upcoming study. Read More
