Investment
Investment | 17 Mar 17
Too late for actives as passive ‘genie’ escapes bottle for good
Passive momentum is unlikely to slow even if active management performance improves, says Cantor Fitzgerald director of equity research financials Keith Baird.
Investment | 17 Mar 17
Five key questions to ask following the US Fed rate hike
The third 0.25% interest rate hike of this upcycle from the US Federal Reserve begs five questions, all of which have implications for the US, the globe and portfolios.
Aiming to replicate the success of Samsung
Korean asset manager Mirae has expanded across Asia, established itself in Europe and continues to grow. Jung Ho Rhee explains how the firm capitalises on a special understanding of key consumer trends in developing markets.
Macro Views | 16 Mar 17
Ten years on, are investors repeating the mistakes of 2007?
Investors risk being lulled into a false sense of security in the current low-volatility environment, according to Brooks Macdonald’s Niall O’Connor.
Investors celebrate mainstream victory in Dutch elections
Markets have welcomed the failure of Dutch far-right leader Wilders to make significant gains in yesterday’s elections. The euro was up by more than 1% against the dollar, and peripheral bond spreads narrowed. Has the populist tide now turned?