Dalio focuses on secular forces
The US Federal Reserve is not paying enough attention to secular forces affecting the market, according to chairman and founder of Bridgewater, Ray Dalio, who says the “risks of the world being at or near the end of its long-term debt cycle are significant”. In an opinion piece posted on LinkedIn, The Dangerous Long Bias and the End of the Supercycle,…

Fiduciary law
Fiduciary law, which creates the boundaries and rules for asset owners managing other people’s money, is evolving. The short-termism, misaligned incentives and complex and over-supply of services that characterises financial services, is under fire. Regulators around the world are increasingly looking at how to change the behaviour and supply chain dynamics in the industry, and at the same time the evolution…

Reduced volatility at the expense of lowering liquidity: the impact of the mega manager
The impact of size is a delicate point for asset managers. For specialist asset classes, and boutique managers, being small and nimble can be a source of alpha. On the other hand, being large can reduce fees and increase innovation and product offering. But now there is evidence to show that the emergence of the mega manager can also have an…

The power of knowledge management
Funds management is often discussed in the context of it being part art and part science, however most of the literature centres around the science, the finance, of funds management. The premise of active management is that skills and knowledge are paramount to capturing excess returns above the benchmark. But despite this premise, little is known about knowledge management in the…

The contested role of asset consultants
Asset consultants are a key part of the investment chain, providing small funds with services that include decision making processes and strategic asset allocation, and for larger funds traditionally playing a key role in manager and strategy selection. But a study by Gordon Clark and Ashby Monk, which is part of a broader look by the academics in to the…

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Fiduciary law, which creates the boundaries and rules for asset owners managing other people’s money, is evolving. The short-termism, misaligned incentives [more]
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Funds management is often discussed in the context of it being part art and part science, however most of the literature [more]
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As the fixed income asset class undergoes rapid change and the opportunity set expands, unconstrained bond funds have become popular. But as this article examines, with that expanded opportunity set [more]

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Dalio says Fed should focus on secular forces

The US Federal Reserve is not paying enough attention to secular forces affecting the market, ... [more]

Is the financial services sector serving the public interest?

Fiduciary law, which creates the boundaries and rules for asset owners managing other people’s money, ... [more]

The impact of the mega manager

The impact of size is a delicate point for asset managers. For specialist asset classes, ... [more]

The power of knowledge management

Funds management is often discussed in the context of it being part art and part ... [more]

The contested role of asset consultants

Asset consultants are a key part of the investment chain, providing small funds with services ... [more]

Demystifying private equity

US public pension funds, on average, have around 9.4 per cent allocated to private equity ... [more]

Big owners should act like big owners

One of the key ways that institutional investors can promote a long-term orientation in the ... [more]

Why investors employ smart beta strategies

The common view is smart beta is used to side step expensive active equity managers ... [more]

A step in the right direction: investment pooling for UK local authority funds

The London Pension Fund Authority (LPFA) and the Lancashire County Pension Fund (LCPF) have agreed ... [more]