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Analysis

Momentum delivers, but few fund managers are buying

03 November 2020 • By Jay Kumar • 1 min read

Momentum delivers, but few fund managers are buying

While momentum has been the highest returning factor in the Australian share market over recent years, many Australian equity managers have a strong a...

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Momentum delivers, but few fund managers are buying

Increased industry collaboration around resilience must continue

Commentators and analysts remain intensely focused on understanding whether the short-term changes in consumer, worker and business behaviours brought...

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Momentum delivers, but few fund managers are buying

Sustained shift needed to meet climate goals post-COVID-19

With Australia’s greenhouse gas emissions at their lowest levels since 1998, as a result of COVID-19 restrictions, there is a clear opportunity for ...

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Momentum delivers, but few fund managers are buying

No time for daring investment calls as election looms

The US presidential election to take place on Tuesday, 3 November is shaping up to be one of the most contentious and consequential in modern history,...

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Momentum delivers, but few fund managers are buying

Keeping an eye on the long-term prize

This month’s Australian federal budget took place against the most difficult economic backdrop in more than a generation.  Australia experienced...

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Momentum delivers, but few fund managers are buying

Global markets at a crossroads leading up to US election

Uncertainty and market volatility tend to increase during the run-up to US presidential elections, but the 2020 campaign seems more divisive than usua...

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Momentum delivers, but few fund managers are buying

Carbon footprint to hit insurers’ bottom line

Climate change could have profound implications for property and casualty insurance companies in particular due to the claims expected to result from ...

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Momentum delivers, but few fund managers are buying

Beware of letting fear guide investment decisions

The course of COVID-19 remains the single most important determinant of the kind of economic recovery the world experiences. As part of our regular qu...

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Momentum delivers, but few fund managers are buying

Digging deep for income

As markets fixate on the US election, the fiscal and geopolitical uncertainties continue to mount, along with the potential for rising corporate insol...

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Momentum delivers, but few fund managers are buying

Not enough attention paid to the impact of COVID on our people

One of the greatest underrated impacts of COVID-19 on our wealth and funds management industry is the effect it is having on our people. It has bec...

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