It is no secret the average active fund manager struggles to outperform consistently. Corporate governance is an obvious area where active managers can still prove their value.
Category: Analysis
Quarter of asset managers ‘moving staff because of Brexit’
A quarter of the asset management businesses monitored by accounting giant EY have now announced plans to move operations to Europe due to Brexit.
ANALYSIS: What to expect from Macronomics
The prospect of ‘Trumponomics’ powered equity markets last year. ‘Macrononomics’ doesn’t only sound more like a real word, it could even have more powerful and longer-lasting effects. But the stakes are high.
Markets unmoved by Macron landslide
Emmanuel Macron thrashed his far-right opponent Marine Le Pen in yesterday’s second round of the French presidential election. But markets withstood the temptation to take a victory shot.
ANALYSIS: Is now the time to go overweight oil majors?
The first quarter has proved lucrative for the gargantuan oil companies of Exxon, Chevron and BP. But are their fortunes purely macro-driven or are there other reasons for investors to reconsider the sector?
ANALYSIS: Time to put your feet up as ‘fear index’ drops to lows?
As the world is nearing a confrontation between two nuclear powers, the VIX index of volatility fell to a 10-year low in an convincing display of indifference.
The oil price – up, down or ‘range-bound’?
The current acceleration of the world economy should normally boost demand for oil. However, the price of the ‘black gold’ has bounced up and down of late, dropping by more than 10% in the second half of April.
Will robots replace fund selectors?
Using algorithms may help fund selectors choose products more efficiently, but human judgment is still key in choosing the right fund products.
Euro weakens slightly as ECB remains in easing mode
As expected, the European Central Bank (ECB) kept rates on hold on Thursday. Hawks’ hopes the ECB may hint on monetary policy tightening were disappointed. But there was a change of tone in ECB-president Mario Draghi’s words.
ANALYSIS: Harness ‘animal spirits’ for investment success
Not being a student of Keynesian theory, I’ve been somewhat confused by the oft mentioned revival in ‘animal spirits’. Rather than bulls and bears, investors should beware the headless chickens.
