Ahoy! Opportunities in dock for shipping investors
Investing in ‘distressed shipping’ is a variation of the current capital scarcity theme, Mercer says. (click on the photo for more…)
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Systematic rebalancing is not necessarily best way to go
The value of systematic rebalancing of portfolios to bring them back closer to strategic allocations has been questioned in new research by Morgan Stanley.
If macro is back, who you gonna call?
Is stock picking dead? Fiduciary investors should be starting to wonder, given the cross-sectional volatility of markets over the past three years. But this seems counter-intuitive. Managers have told us we are in a “stock-picker’s paradise”.
CIC expands global reach
The Chinese Investment Corporation will hire a throng of investment professionals to join its nearly 200-member global investment team, following the second meeting of its international advisory council in Shanghai this month.
What now?
This RogersCasey position paper examines the inflation-deflation debate, and the strategic role of real assets in portfolios, concluding there will be higher volatility around long-term average inflation, and that clients should diversify away from US treasuries to protect against sovereign risk.
Canadian penchant for fewer, bigger funds hits Australia
The similarities between Canada and Australia are often remarked upon, and they could be about to extend to pension management if an ambitious plan for a ‘mega-merger’ among Australian state-based funds comes to fruition.
FIS Singapore 2026