Editorial –The Meaning of Cash
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 […]
Five percent of your Portfolio will kill off the Rest: Sicilia
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?
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
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 […]