Using investigative journalism in fund management
With advances in technology providing investors with ready access to market and company information, gaining a competitive edge is becoming increasingly difficult.
To adapt to this environment, fund managers around the world are increasingly seeking alternative ways to unearth unique information and insights.
Trent Loi, portfolio manager for AMP Capital’s Core […]
Key points
Greg Fleming (Head of Investment Strategy)
Greg talks through the key events in what was a volatile month globally, with wild swings in equity markets. Moving forward, geopolitical risks remain in the backdrop and Greg outlines the opportunities we see in terms of the positioning of our diversified funds as markets continue to transition …
UPDATE ON AMP CAPITAL GLOBAL LISTED REAL ESTATE TEAM
10 December 2018
A few months ago, we announced two additions to the Global Listed Real Estate (GLRE) business, with important hires in the Hong Kong and Sydney offices. These have been key to our goal of strengthening our global capabilities in order to deliver exceptional outcomes for our clients.
Following on from this, we are excited to announce two […]
Turning down the vol: how to manage risk in a climate of fear
Mint Asset Management chief, Rebecca Thomas, explains an active strategy that can take the edge off losses in volatile times…
The roller-coaster ride of volatility is back.
After years of unnatural calm on global share markets, 2018 began and has almost ended with a sharp reminder that prices can rapidly travel in more than one direction.
Theoretically, active managers should prove their […]
The bounce was led by the more cyclically sensitive markets. Asia was up 4.3% in US dollars and Emerging Markets more generally were up 4.1%. Europe (-1.1%) and Japan (+0.4%) were the laggards. […]
30 November 2018 Monthly Fact Sheet – Mint Funds
Market Commentary:
Global markets were mixed in November after the October sell off. The S&P500 rose 2% helped by a more dovish view on interest rates with the market taking a sanguine view of a Democrat majority in Congress and Republican Senate. European markets (c-1.7%) were weaker on softer economic data with the Brexit saga reaching a […]
November Review
“I do not say that this deal is perfect – it was never going to be …. we should not let the search for the perfect Brexit prevent a good Brexit …” Theresa May addressing the House of Commons
Market Commentary
The Brexit process is messy, and is likely to get much messier soon. On December 11 the UK parliament votes on the mammoth 585 page withdrawal deal – chances are they will reject it.
An approved deal […]
13th Dec 2018, Chris De Leva
US earnings season delivers, but raises questions about future growth
Key Points: