Thursday 27th August 2020
Gender diversity delivers benefits: ESG consulting group, Calvert, undertook extensive research into the impacts of female leadership in large companies. According to the analysis, boards with more than four women outperformed those with less.
Markets often reward patience. Mean reversion has humbled many predictions of a new era. Yet regime shifts do occur. When the base conditions change, the old...
The wealth management industry believes market panic is an education problem. In reality, it’s a biology problem.
As AI enthusiasm and speculative behaviour reshape equity markets, John Goetz and Dan Babkes from Pzena Investment Management say advisers should look beyond...
In periods of expansion, reflexivity supports rising valuations and expanding credit availability; but like leverage, it operates in both directions
With structural changes across geopolitics and trade, portfolios should reflect this new era of controlled disorder. Amundi's convictions on risk, correlations...
Australian equities may be entering a new phase defined by earnings momentum and dividend growth. If value is reasserting itself, portfolios still crowded into...
While AI is a core theme driving equity performance, not all tech companies will rise with this tide. Examine how the disruption of AI is creating a world of...
