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Showing 1 - 10 of 239 results for "active managers"

Price dislocations pave way for active managers

KARREN VERGARA  |  WEDNESDAY, 15 MAY 2024
The current market is ripe for active equity fund management skills to shine given the price dislocations, and most notably in regions outside of the US, according to J.P. Morgan Asset Management. Every time the spread widens out between the most expensive ...

The funds delivering up to 30% returns: Mercer

ELIZA BAVIN  |  MONDAY, 29 APR 2024
... estimates rallied strongly on the day of results, while companies with misses sold off aggressively." Reilly said most active managers outperformed the index in the March quarter, with the median manager delivering gross returns of 6%. "There was no ...

Morningstar warns of stretched valuations in Australian equities

ANDREW MCKEAN  |  TUESDAY, 9 APR 2024
... from mature firms with lacklustre performance and increase earnings faster. On average, we expect the traditional active managers we cover to be in outflows." Morningstar highlighted Perpetual as a top pick in the financial services sector, the research ...

Why active managers are falling behind in emerging markets

ELIZA BAVIN  |  FRIDAY, 22 MAR 2024
... would have outperformed the emerging markets index over the long term. It is an all-seasons approach, compared to active managers and single factor approaches that tend to be more inconsistent, VanEck said. The research showed emerging markets equities ...

Institutional investors shift gears amid 'new market regime'

ANDREW MCKEAN  |  THURSDAY, 21 MAR 2024
... politicisation is considered the biggest headwind by 39% of investors, underscoring the importance of "partnering with active managers who have robust experience" sourcing the most attractive opportunities. The second theme was private credit and private ...

Investors being influenced by the 'Powell pivot'

ELIZA BAVIN  |  WEDNESDAY, 20 MAR 2024
... investment grade credit." Additionally, the report found that for investment grade credit, closer analysis revealed active managers took a more pro-credit-risk stance against the benchmark. "This can be illustrated, for example, by the strong relationship ...

Large-cap equity funds continue underperformance: SPIVA

KARREN VERGARA  |  FRIDAY, 1 MAR 2024
... director and head of index investment strategy Sue Lee said certain market environments that are more favourable for active managers and 2023 was not one of them, pointing to the effects of dispersion. When stocks tend to move together driven by the ...

Indexed strategies to hit $1tn in two years

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2024
... asset classes, this will make indexing the default investment style, adding pressure on the business models of active managers." The research shows that exchange-traded funds (ETF) comprise 4% of the whole investment market - though it is 18% of the ...

Fund selectors harbour AI bubble fears, affirm belief in its longevity

ANDREW MCKEAN  |  THURSDAY, 8 FEB 2024
... more towards active management to help navigate these challenging investment conditions," Watson said. "Skilled active managers can help investors to navigate the risks of recession and market volatility, react more quickly when situations change, and ...

Volatility an opportunity for skilled active managers: GSFM

ANDREW MCKEAN  |  WEDNESDAY, 24 JAN 2024
The looming threat of sporadic, extreme market volatility presents an opportunity for active managers to capitalise on fluctuating asset values, GSFM advisor Stephen Miller says. At an event yesterday, Miller described the current financial landscape ...
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