Foresight Australian Mid Cap Report

by Foresight Analytics | Sep 21, 2018 | Blogs

Foresight Australian Mid Cap Report Foresight’s latest Australian Mid Cap Report shows this segment of the market offers strong growth opportunities for active stock pickers. The attractive growth profile of mid-caps has been steadily improving since 2013 with the...

Active Managers Deliver: Evidence from the Australian Micro-Cap Sector

by Sambridhi Shakya | Sep 20, 2018 | Blogs

Active Managers Deliver: Evidence from the Australian Micro-Cap Sector Active Managers Deliver: Evidence from the Australian Micro-Cap Sector Foresight’s latest analysis of the Australian equity strategies reveals some interesting insights. While the big-caps have...

FAANGs and Fundamentals – Part 1

by Sambridhi Shakya | Sep 20, 2018 | Blogs

FAANGs and Fundamentals – Part 1 A lot has been written about FAANGs in recent times. These fast-growth companies have outperformed their industry peers and the broader market in recent years as their market capitalisations have soared. They’ve led mega-caps to...

How to reduce fund selling, hiring and firing mistakes by using factor insights?

by Sambridhi Shakya | Sep 20, 2018 | Blogs

How to reduce fund selling, hiring and firing mistakes by using factor insights? by Jay Kumar, September 2017. In a crowded market of active management, investors need to focus on unique drivers of alpha and assess their sustainability through a complete investment...

Realised factor premiums much stronger in Emerging markets

by Sambridhi Shakya | Sep 20, 2018 | Blogs

Realised factor premiums much stronger in Emerging markets Global Developed markets experienced notable reversals in factor premiums since December 2016. So far in 2017, Value style factors recorded negative premiums while Growth and Momentum style factors delivered...

Do active managers in Emerging Markets add Value?

by Sambridhi Shakya | Sep 20, 2018 | Blogs

Do active managers in Emerging Markets add Value? Key Points Emerging Markets (EM) have been outperforming Developed Markets (DM) and this trend is likely to continue given the fundamental backdrop. Factor premiums across EM have been very strong and broad-based....