Tesla Model 3 is Brilliant Asset Allocation & Strategy GMO’s Jeremy Grantham says his new Tesla Model 3 is brilliant, but also has some suggestions for improvement. Read More
Fintech – Beyond the Buzzwords Asset Allocation & Strategy, Innovation Despite all the hype, current developments in Fintech will lead to some pretty significant changes to the investment industry and the global economy, Pranay Gupta says. 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
In Search of Temperament III – Patience Behavioural Finance, MarketFox Patience is a critical attribute of successful investors, but facing pressure from clients or colleagues is not always easy. Read More
NASFund CIO Cleared of Charge Asset Owners, Chief Investment Officers, Pacific Region David Brown, the CIO of PNG’s national pension fund NASFund, has been cleared of all charges against him after the Court found that no credible case had been produced against him. Read More
UTOS – A Tribute to Justina Sau Asset Owners, Pacific Region, Women in Finance Justina Sau, Chief Executive Officer of the Unit Trust of Samoa, passed away in October this year. In this article, we celebrate the life of an extraordinary business person and trailblazer for Samoan women. Read More
[i3] Insights Year in Review – Podcasts Editorial In March this year, [i3] Insights published its very first podcast in partnership with MarketFox columnist Daniel Grioli. In this article, we look back at our experience so far. Read More
In Search of Temperament II – Contrarianism Behavioural Finance, MarketFox In this second instalment of the series on investor sentiment, MarketFox columnist Daniel Grioli delves deep into the mindset of contrarian investors. Read More
To Time or not to Time Factors? Factors, Quant & Systematic It has sometimes been portrayed as the Battle of the Quants. For some years now, AQR founder Cliff Asness and Research Affiliates founder Rob Arnott have been at loggerheads over the question of whether you can time factors or not. And it is a question that has occupied the minds of many asset owners, not […] Read More