Are emerging and developed markets breaking up?
With emerging markets becoming less dependent on developed markets – is this a break-up, or just time apart?
Alex Burke
March 24, 2019
With emerging markets becoming less dependent on developed markets – is this a break-up, or just time apart?
The popularity of Facebook would turn off any contrarian investor, however has the recent controversy created an opportunity for the savvy investor? Orbis Investments explores this question.
In a market that has punished companies for uncertainty, automakers have been pummelled and Japanese manufacturers have fared worse than most. However, this doesn’t mean that these businesses are absent of value. Although Tesla has been dominating news headlines its sales are not matching up to public perception, yet investors are so convinced of the company’s future success they are prescribing it similar value to long established and consistently profitable automakers such as Honda. As Orbis Investments explains, Honda boasts an unblemished record of net profits and although its margins have been depressed over the past few years, a closer look at what drives its profitability shows the idiosyncratic opportunity of this investment.
The recent volatility in equity markets should serve as an opportunity for financial advisors to assess the resilience of their clients’ investment portfolios against future market downturns.
October marks a milestone in the history of Man’s AHL Alpha Program. This month the program celebrates its 20th anniversary.
A fundamental consideration in portfolio construction is to assess how a portfolio’s constituent assets interact with each other and contribute to the portfolio as a whole. Ideally, the mix of assets will allow the portfolio to weather a variety of market conditions in meeting its investment objectives.
Defining good financial advice can be difficult. Too often, clients believe that a good return on their investment relates to good advice, and too often financial planners perpetuate this myth.
This week on The Investment Series, we watch Maria Cook, an investor who is looking to build opportunity in her investment portfolio. We have provided you with a brief overview of opportunistic investments or growth investments as they are sometimes referred, and how they generally operate within a clients portfolio.
If you think dividends are just an Australian phenomenon, think again. Around the world, dividends are expected to grow.
Australians seeking dividends often see little need to invest overseas. Why should they, when companies at home offer generous distributions and franking credits? That approach has paid off in recent years. But it is not perfect.
In filming this television series, I was fascinated to see the process of real investors going through a guided journey to understanding investing better. One of the better aspects of seeing this journey was witnessing how the three advisers guided their clients through the process.
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