Insync: Market concentration a myth
Evidence does not support a new and perilous belief that global markets are becoming increasingly more concentrated, according to Insync Funds Management (Insync).
‘The CIO of one of Australia’s biggest super funds recently said there is stock concentration in markets, being driven by an increase in tech stocks,’ says Insync Head of Strategy and Distribution, Grant Pearson. ‘And she is not alone. Bloomberg has also recently made this statement, adding to a popular chorus across the media over the past year.’
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Active or Passive? How about the best of both worlds
Passive investing revolutionised the investment management industry, which up until its advent, had been dominated by active fund managers who would generally employ market timing or security selection strategies aimed at outperforming the ‘market’. MORE »
Why the Reserve Bank should cut interest rates by a further 1% before ChristmasMonday, October 14th, 4:02PM
Last week the RBNZ came through with a “super-sized” rate cut of 0.5% that many economists proclaimed they had predicted. The move was not exactly a huge call given the state of the economy. Another 25bps was arguably an option, and investors took heart that the cut was larger. A more aggressive central provides a prospective tailwind for exporters. Falling interest rates significantly boost the appeal of high dividend companies. MORE» |
Harris or Trump? It doesn’t matter for investorsThursday, October 10th, 5:47PM
Whether the Democrat’s Kamala Harris (from the blue team) or the Republican’s Donald Trump (from the red team) becomes the next President of the United States, will likely have little or no impact on longer term investment returns, according to Insync Funds Management (Insync). MORE» |
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Strategic versus Tactical AllocationMonday, September 30th, 10:57AM
Many market commentators have written about strategic asset allocation previously – the investment science behind the long- term allocation of investors’ capital across various asset classes. In our view, strategic asset allocation (SAA) is one of, if not the most important decision an investor can make when developing a portfolio of investments. MORE» |
A tale of two villages – steady SUM and a RYM reckoningMonday, September 16th, 9:45AM
The post-COVID era has been incredibly difficult for many. In the context of NZ equities, perhaps none more so than the retirement village (RV) sector which has been stung by both higher interest rates and a weaker housing market. MORE» |
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KiwiSaver shortcomings identified in global report
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Tattoo removal and IVF companies are part of Generate's new PE deal
Generate KiwiSaver makes another investment into private equity. MORE»
KiwiSaver winners
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All numbers point north for KiwiSaver
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Sharesies KiwiSaver adds multiple-base fund selection
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Two KiwiSaver schemes report larger losses but make revenue gains
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ASB CEO talks compulsion, contribution and PE in KiwiSaver
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Quotemonster launches KiwiSaver research tool
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