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Time to be overweight Japan

MANAGED FUNDSHARESINVESTMENT THEMES

Tue 16 July 2024
Time to be overweight Japan
For many years since its 1989 peak the Japanese stock market underperformed its developed world counterparts, and most global investors’ Japanese allocations trended lower. But that was then and this is now. The Japanese market recently broke through its 1989 peak propelled by improved governance, yen weakness, and better capital management.
Time to concentrate on over-concentration

INVESTOR EDUCATIONSHARESASSET ALLOCATIONMANAGED FUND

Fri 12 July 2024
Time to concentrate on over-concentration
Index concentration is increasingly becoming a concern for investors worldwide. Consider the S&P 500 Index, the most popular benchmark for US stocks. Over the past decade, the top 10 companies' share of the index's market value has surged from 14% to 33%. This means investing in the S&P 500 largely hinges on the performance of these top 10 companies, the majority of which are tech giants.
Will these losing investment themes keep losing?

INVESTMENT THEMESSHARESMANAGED FUND

Thu 20 June 2024
Will these losing investment themes keep losing?
With inflation and interest rates remaining higher for longer, the implications for which investment themes have been outperforming and underperforming in recent months has been profound.
Will these winning investment themes keep winning?

INVESTMENT THEMESSHARESMANAGED FUND

Tue 18 June 2024
Will these winning investment themes keep winning?
With inflation and interest rates remaining higher for longer, the implications for which investment themes have been outperforming and underperforming in recent months has been profound.
What GEMI Capital’s challenges can teach us about selecting mortgage funds

FIXED INTERESTMANAGED FUNDASSET ALLOCATION

Thu 6 June 2024
What GEMI Capital’s challenges can teach us about selecting mortgage funds
The mortgage fund asset class has grown and matured in recent years. For good reason. Mortgage funds often offer investors attractive risk-adjusted returns by virtue of their superior yields. But as with all asset classes, not all mortgage funds are created equal. The recent challenges experienced by GEMI Capital’s investors provide a timely reminder of what can go wrong in this asset class.
The technology shifts helping your fund managers make you more money

MANAGED FUNDINVESTOR EDUCATIONCRYPTOCURRENCY & BLOCKCHAIN

Thu 16 May 2024
The technology shifts helping your fund managers make you more money
One of the longer term criticisms of the active fund management industry is its chronic underinvestment in product research and innovation. But time catches up with all of us. There was only so long active fund managers were going to avoid investing in products which match up with modern day investors’ needs and expectations.
One step back, two steps forward for ESG investing

ESGMANAGED FUNDINVESTMENT THEMES

Tue 9 Apr 2024
One step back, two steps forward for ESG investing
Sustainable investment strategies such as ESG and impact investing have been through a challenging couple of years with recent performance headwinds translating into a slowdown in funds under management growth momentum.
The managed funds renaissance

MANAGED FUNDSMA AND MANAGED ACCOUNTSINVESTOR EDUCATION

Thu 28 Mar 2024
The managed funds renaissance
If you’ve notice the growing popularity of managed funds of late, you aren’t alone. After a challenging couple of years, Australia’s managed fund sector resumed growing its funds under management around eighteen months ago. The recent rally in global equity markets is clearly a key driver.
Is the medtech sector set to party like it’s 1995?

INVESTMENT THEMESHEALTHCARE & MEDICALMANAGED FUND

Fri 1 Mar 2024
Is the medtech sector set to party like it’s 1995?
Better treating chronic disease has long been a core objective for the global medtech sector. Whilst steady progress in that direction has the name of the game for decades, the medtech sector appears to be at an inflection point with a secular improvement in treatment standards occurring in recent years. Less-young investors (I’m being polite) will remember a similar feeling in the global technology sector back in 1995, during the early stages of the tech boom.
The evolution of the emerging markets narrative

ASSET ALLOCATIONMANAGED FUNDSHARES

Wed 28 Feb 2024
The evolution of the emerging markets narrative
Most investors currently lack exposure to emerging markets after a generally challenging decade for the asset class prior to 2023. However, over the past year the emerging markets narrative has improved for some structurally-attractive emerging market countries where stock market momentum continues to build.
The shifting sands of the property fund sector

PROPERTYMANAGED FUNDASSET ALLOCATION

Fri 16 Feb 2024
The shifting sands of the property fund sector
The fastest rate rising cycle in history was always going to test the commercial property fund sector. With typical loan to value ratios of 40-70%, it’s an asset class which is at the mercy of the RBA’s cash rate decisions. As such, investors tend to be bullish on commercial property funds when rates are falling, but rising rates generally spell bearish sentiment.
Are small caps out of the woods?

ASSET ALLOCATIONMANAGED FUNDSHARES

Wed 14 Feb 2024
Are small caps out of the woods?
It’s been a torrid couple of years for ASX smaller companies with most investors turning their backs on the asset class like the plague. The extent of their recent disfavour has been hard to fathom given the positive trend in equities since the pandemic. This raises the question: is now the right time to revisit small and micro caps whilst others remain fearful? To answer that, we’ll need to delve into the reasons for the recent underperformance for a steer as to what’s coming next…

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