+61 2 8883 1369 info@foresight-analytics.com
  • Facebook
  • Twitter
  • Instagram
  • RSS
  • Facebook
  • Twitter
  • Instagram
  • RSS
Foresight Analytics
  • About Us
    • About Foresight
    • Our Team
    • News & Media
    • Careers
  • Services
    • Data Analytics & Modelling
    • Diligence Ratings & Research
    • ESG & Sustainability Analytics
    • Strategy Positioning & Competitive Benchmarking
    • Independent Consulting & Manager Search
    • Strategic Review and Validation of Investment Processes
  • Clients
  • Insights
  • Podcast
  • Foresight 360
    • Register | Sign In
  • Foresight Interactive
  • Contact Us
Select Page
Strategy Update I Reviewing Financial Conditions I September 2023

Strategy Update I Reviewing Financial Conditions I September 2023

by Foresight Analytics | Sep 25, 2023 | Blogs, Market Insights

Overview The decline in inflation at record low unemployment rates is welcome news, but there is uncertainty about how much further it will fall.  This will keep rates higher for longer and ensure full pass-through of the work done thus far.   A US recession is only...
Thematic ETFs: Correct Narrative, wrong prices: A history of attention-grabbing wealth destruction?

Thematic ETFs: Correct Narrative, wrong prices: A history of attention-grabbing wealth destruction?

by Foresight Analytics | Sep 25, 2023 | Blogs, Market Insights, Reports

Overview Thematic investing has generated significant interest across the investment community in recent years. In tandem, thematic index investing is increasingly making headlines as investors seek passive options that offer the same exposure as an active thematic...
Coolabah Active Composite Bond Fund (Hedge Fund) (CXA: FIXD) August

Coolabah Active Composite Bond Fund (Hedge Fund) (CXA: FIXD) August

by Foresight Analytics | Sep 20, 2023 | Market Insights, Reports, Investment Ratings Report

Key Points: The Coolabah Active Composite Bond Fund (Hedge Fund) (the Fund or FIXD) is an active, fixed-income strategy. It is listed on the CBOE. Its focus is on mispricing in the government and corporate bond markets, with the aim of delivering superior...
The Inflation War Is Not Over – Dynamic Asset Allocation Update

The Inflation War Is Not Over – Dynamic Asset Allocation Update

by Foresight Analytics | Aug 25, 2023 | Market Insights

Key Points: A global recession remains our base case, although we now concede it is more likely H1 next year. The US has been more resilient than we had anticipated and is propping up the global economy making the global economy vulnerable to a US downturn.   The...
Understanding ETF Trading Dynamics: The Role of Market Makers and Bid-Ask Spreads

Understanding ETF Trading Dynamics: The Role of Market Makers and Bid-Ask Spreads

by Foresight Analytics | Aug 23, 2023 | Blogs, Market Insights, Reports

Overview Unlike equities, ETF trading is heavily influenced by institutional brokers/investors referred to as authorised participants (APs) or market makers. Though these two terms are sometimes used interchangeably, they have distinct functions. APs manage the...
Cyclical Strategy Update I Short Term Resilience Insufficient to Change Base Case I June 2023

Cyclical Strategy Update I Short Term Resilience Insufficient to Change Base Case I June 2023

by Foresight Analytics | Jul 7, 2023 | Blogs, Market Insights

Short Term Resilience Insufficient to Change Base Case   Key Points Better-than-expected economic data over the past few months does not mean a recession is not around the corner. The market has latched onto more resilient economic data, particularly in the US...
« Older Entries

Recent Posts

  • Strategy Update I Reviewing Financial Conditions I September 2023
  • Thematic ETFs: Correct Narrative, wrong prices: A history of attention-grabbing wealth destruction?
  • Coolabah Active Composite Bond Fund (Hedge Fund) (CXA: FIXD) August
  • The Inflation War Is Not Over – Dynamic Asset Allocation Update

Foresight Analytics

AFSL: 494552
About Foresight

Contact Us

News and Media

Register | Sign In

What We Offer

Fund Services

Fiduciary Services

Research Insights

Ratings Methodology

Download Service Brochure

Ratings Enquiry Form

Policies

General Disclaimer

Financial Services Guide

Conflict of Interest

Code of Conduct

Privacy Policy

Dispute Resolution Policy
Subscribe to stay up to date!
  Thank you for Signing Up
Please correct the marked field(s) below.
1,true,6,Contact Email,2 1,false,1,First Name,2 1,false,1,Last Name,2
Book a Meeting
  • Follow
  • Follow
  • Follow
  • Follow