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Analysis

19 December 2023 • By Jean-Christophe de Beaulieu • 1 min read

Losers can still add value: The case for long/short investing

Winners get so much attention but don’t forget the losers. They can add value too, says Acadian’s Jean-Christophe de Beaulieu. The phrase “wo...

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Australian investors poised to embrace private markets in 2024

Less than 15 per cent of US companies with over $100 million in revenue are publicly listed. Individual investors control about 50 per cent of global ...

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The end of declining capital intensity

The inflation ambush of 2022 ended a decades-long downward trajectory for interest rates. While rates may fall a bit as the effects of tight financ...

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How investors can ride the green bond wave

Investors are currently able to access historically high yields without needing to move too far along the risk spectrum. This has meant continued stro...

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US recession looms over economy, positioning portfolio for defence

While the US economy has been surprisingly resilient in 2023, the risks are mounting. It’s likely the world’s biggest economy is headed for recess...

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Income investors don’t need to catch falling knives

For fixed income investors, trying to predict the interest rate cycle and bond prices is like catching a falling knife, which in the end may have cost...

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RBA: Alert but not alarmed

I think it unlikely that the Reserve Bank of Australia (RBA) board meeting on 5 December will decide on a further hike in the policy rate. The Octo...

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Opening private markets to smaller investors

There is increasing investor interest in private markets. And a large part of that increasing interest is from smaller investors who are seeking how t...

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Is it (im)possible to invest in biodiversity?

The financial sector has recently been showing a growing interest in investing in biodiversity-related financial instruments. In Robeco’s annual ...

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Bitcoin could soar to new highs if spot ETFs are approved in the US

The price of bitcoin and Ethereum could rally significantly if a spot bitcoin exchange traded fund (ETF) is approved in the US, which would greatly bo...

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