In this episode, Alex Proimos, head of domestic content, Conexus Financial, chats with David Bell, executive director of the Conexus Institute, about a range of topics including governance models, market timing, heatmaps and early access.
The twin forces rewriting the rules of investing
Portfolios built for the old world will be severely tested as emerging forces rewrite the rules of investing. The Fiduciary Investors Symposium heard that geopolitical and macroeconomic upheaval, together with the disruption wrought by AI, should force asset owners to rethink the structure and composition of portfolios.
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The New Gatekeepers: Winning Business Models for Investments Outsourcing
Abstract: This report defines and explains the rise of investments outsourcing – the practice of delegating part or all of a portfolio to third-party, multi-asset specialists – among U.S. institutional investors. The study presents key findings from a Casey Quirk survey of more than 20 of America’s largest investments outsourcing vendors. mrec4inarticleinline Sponsored Content scnative1
10 reasons why hedge fund activism will surge in 2009
Combating the ineptitude and excesses of poorly-managed company boards as the financial crisis progresses ensures that activist hedge funds are facing what could be their busiest year in the past decade. Here are 10 reasons why, originally put forward in Seeking Alpha. 1. Democrats are in the White House. In the Democrat tradition, the US
Fed announces custodian for Freddie, Fannie MBS program
The US Federal Reserve has chosen J.P. Morgan to provide custodial services for its program to purchase mortgage-backed securities (MBS) from now nationalised government-sponsored enterprises, Fannie Mae, Freddie Mac and Ginnie Mae. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Large hedge funds to dominate as banks, small funds withdraw
Large, diversified hedge funds with institutional-quality operations are more likely to survive their smaller rivals as the sector continues to contract, according to a research note by Morgan Stanley. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Invest with caution, beware Obama’s ‘Rubinesque’ finance team
Institutional investors should ‘slowly and carefully’ invest cash reserves in emerging market and high-quality US blue chip equities, says Jeremy Grantham co-founder of GMO, who expects imputed 7-year returns for the sectors to moderately outperform and be substantially better than their averages in the last 15 years. However, declines to new equity market lows should
Markets have not decoupled, but Asia still presents opportunities: Mercer
Despite Asian markets falling and redundancies occurring inline with the West, Mercer Investment Consulting has predicted that the Asian economy will continue to grow at 9 per cent this year. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
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