- Multi-Asset
Investment Rationale 101
02 Aug 2021 |
By Jesse Imer
READ TIME 7 mins
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Multi-Asset
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Multi-Asset Allocation: Half Year Update
12 Jul 2021 |
By Jesse Imer
READ TIME 9 mins
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We’re a little over half way through the calendar year and it’s time to review our strategic asset allocation framework to confirm or amend our forecasts for this year. In December, we wrote about how POLICY was trumping FUNDAMENTALS in...
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- Multi-Asset
Risk-Off Series: Tail Risk and Alternative ETFs
22 Jun 2021 |
By Max Pacella
READ TIME 5 mins
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As Jesse mentioned in the introductory note to this risk-off series, investors are constantly faced with the possibility of the extreme, be it to the upside or downside. During 2020 we were faced with both circumstances, with the global pandemic...
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- Multi-Asset
Interest Rates and Equity Valuations
21 Jun 2021 |
By Jesse Imer
READ TIME 5 mins
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Last week several central bankers spoke about their bank’s pathway to normalising monetary policy, which would see a tapering of asset purchase programs and eventual increases to cash rates. Rising bond yields and funding costs has implications to equity valuations,...
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The past year has seen markets rapidly evolve through a greater level of retail involvement and an enhanced focus on new asset classes and industries purported to offer a glimpse into our future. However, as momentum behind these trends has...
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- Multi-Asset
Inflation Series: Industrial Metals
13 May 2021 |
By Mike Young
READ TIME 6 mins
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Industrial metals have historically held strong correlations with inflation, and with good reason. Due to this correlation, they serve as one of the best performing inflation hedge assets, as well as an important bellwether for economic trends. In today’s note,...
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Inflation is on everyone’s minds right now – specifically regarding if it will eventuate, and whether it will merely be transitory, or more permanent. Lumber prices have surged over 340% in the past year, providing a dramatic example of inflation...
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US President Biden is the man with the plan, having already legislated the American Rescue Plan, he is now seeking approval for the American Jobs Plan, before proposing the next chapter, the American Families Plan. Build Back Better was a...
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- Multi-Asset
Fantastic Beta and Where to Find Them
29 Mar 2021 |
By Jesse Imer
READ TIME 4 mins
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Diversification is an investment process that seeks to lower portfolio risk in order to achieve a lower variability in returns. The importance of diversification only started to be a mainstream economics concept in the 1950s, when Harry Markowitz wrote his...
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