active management

Funds management

K2 AM restructures after severe hit to assets

K2 Asset Management has undergone a significant restructuring process following a downturn in assets under management which it says will see the firm stay solvent for the...

Expert Analysis

Investment ideas for a new decade

As we commence the 2020s, investors need to adjust to a lower yield landscape and understand which investments can help to deliver them positive returns, writes Yoram Lus...

Funds management

Return to fundamentals key to navigating 2020

2019 was a strong year for equities, but according to a T. Rowe Price portfolio manager that momentum won’t always last, so fundamentals and stock selection will be impor...

Tech

Machine learning still requires human element

Although machine learning can have a practical application in the funds management world, it won’t be sufficient without a human support element....

Features

To divest or not to divest? That is the question

Anastasia Santoreneos asks whether, as responsible investing proves to be more than just a fad, investors should be opting to divest from troublesome companies or remain ...

Features

Will the pendulum swing back in active managers’ favour?

While the extended bull market saw a rise in investors’ interest in exchange-traded funds, Anastasia Santoreneos writes that perhaps 2019 will see the pendulum swing back...

Funds management

Active wins for Aussie broad cap equities

Australian broad cap equities prove a pretty strong case for active management, with only one exchange-traded fund sitting in the top quartile for the year to last month’...

Expert Analysis

Real world approach needed in active management

Are active managers thinking hard enough about why businesses are successful? Damien McIntyre writes that investors need to focus more on this rather than merely concentr...

Funds management

Morningstar names promising strategies

Morningstar has announced a list of new promising investment strategies that are expected to catch investors’ attention....

Features

To be active or to be passive? That is the question

As the debate as to whether it’s better to be an active or passive investor continues to rage on, Nicholas Grove discovers that it’s perhaps time to rethink the question ...

Funds management

Active management may do better for equities

The later stages of a bull market might be more suited to active management rather than passive momentum investing, according to Activus Investment Advisors....

Funds management

Investors overpaying for structural growth, Antipodes says

The “comfort” that comes with growth, profitability and quality these days is very expensive to own in isolation, according to Antipodes Global Investment Partners....

Funds management

Portfolios should have the best of both worlds

Robust portfolios should have both active and passive investment strategies, according to equities manager, Perennial Value Management. ...

Awards

PineBridge stands test of time and crisis

Pinebridge’s skew to growth assets in 2017 helped it to deliver a strong performance relative to peers....

Awards

PM Capital shows conviction and patience pay off

The investment process is built around the simple principle that the best way to preserve and enhance wealth over the longer term is to “buy a good business at a good pri...