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Showing 641 - 650 of 1179 results for "Macro"

Alpha generation to trump in 2017

ALEX BURKE  |  FRIDAY, 13 JAN 2017
... opportunistically manage risk exposures. From a style perspective, we find long short equity, event equity, and developed market macro managers attractive." 50 South Capital director of portfolio strategy Tristan Thomas added that active managers with ...

Offline Australian retail sales

BENJAMIN ONG  |  WEDNESDAY, 11 JAN 2017
... consumption which accounts for around 60% of Australia's GDP. Getting it right - or wrong - has implications for domestic macro- and micro-economic policies. My database shows that the 10-year moving average of monthly retail sales growth slipping from ...

Fintech grows through adviser platform

DARREN SNYDER  |  WEDNESDAY, 21 DEC 2016
More than a year on from its founding residence at fintech hub Stone & Chalk, thematic trading platform Macrovue accomplished several milestones in 2016. Earlier this month Macrovue teamed with fellow Stone & Chalk resident and model portfolio management ...

Coin flipping better than macro forecasts

ALEX BURKE  |  FRIDAY, 9 DEC 2016
... is this company well-run? Does it have good cash flows? This is far more useful to investors than worrying about distant macro events."

APSEC appoints former Macquarie analyst

KERRIE SYDEE  |  THURSDAY, 8 DEC 2016
Atlantic Pacific Securities (APSEC) made a senior appointment to its analyst team. Tim Montague-Jones will join APSEC, bringing more than 20 years' of investment management experience. Montague-Jones joins from Macquarie Group where he was a senior ...

Ascot Securities makes key wealth and institutional hires

KERRIE SYDEE  |  TUESDAY, 6 DEC 2016
Ascot Securities has strengthened its wealth advisory and institutional teams with six appointments. Joining the wealth advisory side of the business is Sean Sandilands, Timothy Radford and Henry Fung. Sandilands has more than 20 years' experience in ...

Kapstream welcomes new portfolio manager

DARREN SNYDER  |  MONDAY, 5 DEC 2016
Challenger's head of fixed income is joining Janus Capital subsidiary Kapstream as a portfolio manager and head of direct lending. After about 12 years in his role at Challenger, Bob Sahota is moving to Kapstream and will contribute to broad macroeconomic ...

Return to value-based investing on horizon

JAMIE WILLIAMSON  |  FRIDAY, 2 DEC 2016
... maintaining courage in your convictions. "Value investing has gone through a recent period of underperformance against some macro headwinds, so holding your convictions during short-term cyclical events is very important," Murray said. Drivers for this ...

Listed infrastructure has winners and losers

DARREN SNYDER  |  THURSDAY, 24 NOV 2016
... a range of different sub-sectors with their own esoteric risk factors, and varying degrees of sensitivity to some of the macro-economic developments we have seen over the past 12 months." Infrastructure related to the energy sector, such as gas and oil ...

Economic Wrap

BENJAMIN ONG  |  THURSDAY, 24 NOV 2016
... environment while new orders and output remain elevated. All in all, our survey suggests Chinese businesses have weathered various macro headwinds reasonably well." This was how senior economist of MNI Indicators Andy Wu explained the improvement in ...