May 29, 2017
Factor investing has become a topic du jour, but according to four experts, there are only a handful of factors that are persistent and robust. If used strategically, these can be useful.
US President Trump’s Twitter outbursts can have a big temporary impact on markets, but longer-term results are driven by economic fundamentals, State Street Global Advisors’ Dan Farley says.
Saudi Arabian insurance companies must navigate a tiny bond pool, tight regulations and a volatile equities universe when looking to make local investments.
When Telstra Super noticed a mismatch between global uncertainty and a key volatility index, external managers provided insights that led to good decisions and strengthened partnerships.
A good investor must be proactive in determining the fee structure and legal terms in a fund’s documents. Funds that fail to get interests properly aligned on such issues will pay a price.
When an exchange-traded fund isn’t closely matched by its underlying components, liquidity can dry up, credit risks can emerge, and other factors can eat away at expected returns.
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