It’s as legitimate an investing technique to short sell an expensive company as it is to buy or go long a cheap company, with the added advantage of less competition on the short side.
A global asset allocator is positioned defensively to preserve the wealth of his clients. He has some strong comments on stocks, the investment industry and avoiding the pressures of short termism.
In Part 2 on roboadvice, we interview the CEO of a business that started out with the resources and ideas to deliver better outcomes to consumers, but decided to pivot away.
This wide-ranging interview with Pilar Gomez-Bravo, Director of Fixed Income at MFS Investment Management, covers the role of active management, the low rate environment, portfolio creation and asset class correlations.
Sir Michael Hintze founded CQS in 1999 and it has established itself in London as a major credit-focused, global, multi-strategy asset manager with AUD20 billion under management. We chatted on his recent visit to Australia.
Financial advisers, especially in vertically-integrated firms, attached a product sale to the advice, confusing clients and setting off a chain reaction where regulators stepped in. The reputation of financial advice was compromised.
Despite the publicity and hype and almost a decade of operation, robo advice businesses in the US have gathered less than 0.1% of assets under management. Why is adoption much slower than expected?
Jon Medved is a legend of start-up investing, funding over 200 companies and leading many lucrative exits. In such an exciting space where hundreds of deals come his way each year, what does he look for?
Super funds have Chief Investment Officers charged with optimising investment returns, but should they also appoint a Chief Retirement Income Officer (CRIO) to achieve the best retirement outcomes?
Following from the article “Our industry has a problem”, Cuffelinks interviewed Tim Hodgson, the author of the study into investment industry intermediaries. He doesn’t like much of what he sees.
David Bell discusses his new role as Chief Investment Officer at AUSCOAL Super, as well as the many challenges of managing a public superannuation fund portfolio in the current environment.
At age 87, Nobel Prize winner and investment legend Harry Markowitz is far from retirement, dividing his time between teaching, consulting and writing. He sat down with Cuffelinks to share his wisdom.
A dark pool is an off-market exchange where traders buy and sell without revealing their identities. Seth Merrin of Liquidnet explains how his company operates in 42 countries matching the orders of 750 institutional members.
Greg Perry and Peter Morgan surprised many people in funds management this week with comments attributed to them in the AFR. Here’s what Greg said in an interview in 2002.