by Adithy Mula and Jay Kumar | Sep 13, 2019 | Publications
In this month’s Cross Asset Review, we look at the performance of various asset classes in August 2019 and what this means for investors. In this edition, we introduce Global and Australian equity volatility indices to track market risk appetite and investor...
by Adithy Mula and Jay Kumar | Sep 2, 2019 | Publications
In this month’s Cross Asset Review produced by Foresight Analytics, we look at the performance of various asset classes in the last Financial Year. Central Bank policy pivot was the single largest factor in our opinion that defined the cross-sectional variation of...
by Adithy Mula and Jay Kumar | Jun 16, 2019 | Market Insights
In this month’s Cross Asset Review produced by Foresight Analytics, we look at the outperformance of domestic assets despite loses in global equity markets and rising uncertainty around global economic outlook. Gold, Bond assets and Bond proxies (AREIT/GREIT) also...
by Adithy Mula and Jay Kumar | May 18, 2019 | DecisionRQ
Key insights Global emerging markets have provided very strong returns for long term investors. However, investors have to be prepared to accept higher volatility over shorter periods of 3 years and less. Significant performance dispersions across regions, countries,...
