The asset manager size advantage
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Asset Management IndustryWhat the airline industry's 'safety first' mantra can teach asset managers
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BondsETFs have put Joe Public in charge of marginal price setting
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FeaturesGetting the most out of global equities
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Fund LaunchSygnia adds to its range with a new healthcare fund
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Impact InvestingThe alternative to prescribed assets
06 August 2020, 01:15
Alexander Forbes encourages asset allocators to think more seriously about impact investing.
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Uncovered: Baillie Gifford's R360bn Tesla bonanza
06 August 2020, 01:00
A Citywire investigation reveals the asset manager has made a huge sum for clients from its big bet on Elon Musk’s car maker.
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Regulation
Industry body calls for ‘urgent’ review of Ucits exemptions rules
06 August 2020, 00:45
Efama issues a letter to the European Commission seeking to extend the timetable of new regulation.
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Gold
Is gold headed for $3,000 per ounce?
06 August 2020, 00:30
Bank of America Merrill Lynch sees plenty more upside.
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Fixed Income
What’s the logic in holding global bonds?
05 August 2020, 01:30
This is part one of a two-part series on what SA fund selectors be asking their global fixed income managers.
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Asset Allocation
The risk-return relationship has been inverted
05 August 2020, 01:15
PSG Wealth looks at how abnormal local fund returns have been over the past five years.
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Energy
We may already be past peak demand for fossil fuels
05 August 2020, 01:00
The Boston Consulting Group finds that the demand for fossil fuels may never recover beyond 2019 levels.
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Fund Selectors
Around the World in 80 Days: Taking heat in Florida
05 August 2020, 00:45
'The market is not the problem. It's real life.' Tom Thornton tells Citywire why 2020 is like no crisis he has seen before and explains how his team has adapted its due diligence processes for the new normal.
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Manager Views
Manager insights: What's the upside in Amazon or Tesla?
04 August 2020, 01:30
Given how hard some stocks have rallied, is there still benefit in holding them?
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Fund Launch
Schroders launches new global flexible fund for SA investors
04 August 2020, 01:15
The solution will be managed by the multi-asset team of Ugo Montrucchio and Michael Devereux.
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Comment
The limits of diversification
04 August 2020, 01:15
Welcome to The Rec List, a weekly compilation of the best research notes, academic papers, articles and posts by Citywire's USA team, aimed at anyone who works in manager selection.
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technology stocks
Tech is not tobacco
04 August 2020, 00:45
Asset manager says the US Congress’ attempt to put pressure on the mega players has had minor impact.
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Manager Views
Why Laurium has bought value
03 August 2020, 01:30
The boutique manager has shifted a meaningful portion of its overseas exposure in the Amplify SCI Balanced fund into the Russell 1000 Value Index.
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Precious Metals
Chart of the week: Is gold actually an under-performer?
03 August 2020, 01:15
Since the market bottomed on 19 March, gold has been the worst-performing precious metal.
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Fund Selectors
Around The World in 80 Days: Re-allocating in Russia
03 August 2020, 00:45
The CIO of LEON multi-family office, Michael Borisov, gives an insight into how he manages assets for his predominantly Russian client base.
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Regulator
Financial Services Tribunal doesn’t spare MetCI in Third Circle case
31 July 2020, 09:54
The fine has been reduced from R100m to R30m, but remains one of the highest penalties ever imposed by the regulator.
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profile
Firm profile: BACCI Investment Solutions
31 July 2020, 01:30
‘We’re not in the product sales game’
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Inflation
Could a ‘safety premium’ boost inflation?
31 July 2020, 01:15
Franklin Templeton asks how much more people might be willing to pay for peace of mind.
