Insights

Does Factor Investing Work in Private Markets?

HK Shows Careful Optimism on Annuities

This month the Hong Kong Mortgage Corporation will launch lifetime annuities for retirees. Schroders took the pulse of Hong Kong’s residents to see how enthusiastic they are about these products.

It is Time to Move Beyond ESG

Asset Allocation, ESG

Louise Lew from Willis Towers Watson and Ken Liow from Obsidian Capital argue that looking at ESG risks in isolation might make your portfolio vulnerable to unintended risks.

Is Mean Reversion Dead?

Economics, Public Markets

In the current climate, mean-reversion doesn’t seem to work as it should, but is it dead? We ask global macro investor Brian Singer.

What Trait Psychology Tells Us about Factor Investing

Factor Investing, MarketFox

MarketFox columnist Daniel Grioli looks at the similarities in statistical methods between trait psychology and factor investing, and considers what this might tell us about our investment framework.

Editorial –The Meaning of Cash

Editorial

One of the great aspects of my job is that I get to pick the brains of some very smart and passionate investors. It is their generosity with ideas and time that helps me produce relevant content. We try to give back to the industry by creating a confidential environment for open discussion between peers […]

Sunsuper Provides Glimpse into Partnership Program

Strategy

Sunsuper has lift the hood on its partnership program and the results are surprising to say the least.

Five percent of your Portfolio will kill off the Rest: Sicilia

Innovation, Private & Alternative Markets

Globalisation is changing the very fabric of society, challenging cultural norms and testing the boundaries of social cohesion. But when it came to the economy, the increasing rate of technological breakthroughs would be of greater importance than globalisation, Sam Sicilia, Chief Investment Officer at Hostplus, argued at the [i3] Investment Strategy Forum last week. “Technology […]

Does Value-investing Still Work in the Digital Age?

Public Markets, Strategy

Allison Fisch is a Principal and Portfolio Manager at value investment firm Pzena Investment Management, specialising in emerging markets. She speaks with MarketFox columnist Daniel Grioli about the future of value investing in the digital age.

Tech Catches Up to Current Investment Thinking

Innovation

As more institutional investors move towards a whole-of-portfolio approach, they run into a problem: most of the technology platforms they use to keep track of their assets have not been built with that approach in mind. Instead, most systems available today were initially designed to compare the performance of a single asset class against a […]