The economic weight of the world is shifting. 10 years ago, emerging markets made up about 30% of the world’s GDP, now it’s almost half. UBS Asset Management’s Geoffrey Wong makes the case for emerging market opportunities for growth investors.
The economic weight behind millenials is growing ever stronger. What does this shift mean for investing as we know it?
It would be foolish to ignore economic or political developments that might have a meaningful impact on the value of companies.
Platinum CEO Andrew Clifford on why hugging the index and charging an active fee is going be less viable in the future.
Are markets ready for the age of governing-via-social-media – and more importantly, are your clients’ investments protected from it?
Recent earnings revisions – following a worldwide privacy scandal – have sparked fears that Facebook, which is likely a prominent part of your clients’ global equity portfolios, will be sent into a tailspin. Should you get out now or stay the course?
Australians have a huge domestic bias with their investing, so why would a portfolio designed for Australians focus on Australia? To avoid doubling up on stocks, and to provide diversity, the UBS Global High Conviction Fund focuses on quality stocks that Australians tend to have no exposure to. Combined with a strict and thorough vetting process for included stocks, this portfolio is aimed to provide global equity exposure to compliment those with a home bias.
Reality doesn’t conform with static investment principles; investors need to be flexible to find opportunity in dynamic global markets. Matt Adams of Orbis Investments explains how to succeed by not following the formula.
The MFS Global Equity Trust uses a unique management style with the aim to outperform the MSCI World Index and present growth at reasonable prices. The trust’s truly long-term investment horizon and the investment analysts it has positioned globally result in a unique strategy which attracts long-term investors seeking lower volatility over a market cycle.
As a general rule, human beings do not like change and tend to fear the unknown, however where fear and change are found, there is opportunity. By watching real-world trends and themes, Platinum Asset Management attempts to exploit areas where the market will over or under-react.
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