After months of presenting a pessimistic outlook for the US and recommending defensive investment exposures, global investment heavyweight Standard & Poor’s (S&P) has this week made “substantial changes” to its US investment outlook for the second half of this year…

Anthony Davies

The New Zealand Superannuation Fund has unveiled a significant shift in its strategic asset allocation and plans to significantly increase its allocation to alternative assets…

Anthony Davies

With inflation gathering steam, US Treasury Inflation-Protected Securities (TIPS) and TIPS funds – essentially inflation-linked bonds – are becoming more popular due to their inflation hedging properties, according to S&P...

Anthony Davies

Investment markets are as hard to pick as they have been any time in the past 30 years, with both bulls and bears able to advance cogent arguments to support their positions. At the recent inaugural Portfolio Construction Forum Researchers' Roundtable, investment strategy consultant and former fund manager Jonathan Pain presented both perspectives!

Anthony Davies

Boutique managers are becoming increasingly popular, but do they add value? Yes and No, according to van Eyk Research managing director Stephen van Eyk in his presentation to the recent inaugural meeting of the Portfolio Construction Forum Researchers’ Roundtable. The following article summarises Stephen's rationale, and links to his presentation, including performance analysis of more than 30 boutique, medium and large Australian equity fund managers.

Anthony Davies