Industry Insights

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Building robust portfolios with a smarter factor solution

Provided by Global X For much of the past decade, investors have largely been forced to pick a side. Growth or value. Momentum or quality. Yet markets rarely move in straight lines, and the rotation between styles has reinforced an important lesson for investors that factor timing is notoriously difficult. That reality is

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Asia’s tech revolution is moving from hype to reality

By Cameron Robertson, Portfolio Manager – Platinum Asia Fund Artificial intelligence, robotics and autonomous driving have dominated headlines for the past two years. Much of the market attention has centred on the United States and the handful of mega cap technology companies driving the AI boom. Yet some of the most interesting developments

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When markets test conviction, trust the process

Provided by Schroders In highly volatile markets, the pressure to act can be overwhelming. A disciplined investment process helps resist costly reactions. Uncertainty is the greatest test of investment managers’ mettle. Frazzled reaction, or stunned inaction, could determine the fate of hard-earned gains. For fundamental investors, a robust investment process should position portfolios

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