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
Securitisation and the Willingness to Repay Private & Alternative Markets, Women in Finance Securitisation was almost thrown out with the bathwater in the aftermath of the global financial crisis, as mortgage-backed securities (MBS) and collateralised debt obligations (CDO), containing sub-prime mortgages, almost brought down the financial system. But since then the securitisation market has undergone significant change, both in regulations and attitudes towards risk. And in a world […] Read More
Future Fund Sells Illiquids Ahead of Volatility Asset Allocation & Strategy, Asset Owners, Chief Investment Officers, Financial Crisis The Future Fund sells $5 billion in illiquid assets as it prepares for more volatility ahead. Read More
Don’t Underestimate Investment Beliefs: Urwin Asset Allocation & Strategy Establishing a set of investment beliefs can sometimes feel as stating the obvious, but we should not underestimate the effect this has on an organisation’s efficiency and discipline, Roger Urwin says. Read More
Outlook Grim for First DC Retirees Asset Allocation & Strategy, Retirement The first cohort of DC members is nearing retirement and already the initial figures show that their pension savings are falling short, says David Buckle, Head of Investment Solution Design, Fidelity International. Read More
In Search of Temperament MarketFox If you ask some of the most well-regarded investors what it takes to become a good investor, then they often tell you it is more about temperament than any technical proficiency. In this new series, MarketFox columnist Daniel Grioli tries to demystify this illusive concept and narrow it down to a few quantifiable attributes. Read More