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 Jay Kumar and Fred Tando | May 3, 2019 | Market Insights
In the latest cross-asset review produced by Foresight analyst, we highlight 5 key themes. (You may check the complete report here.) 1. Risk assets continue to advance, Global unhedged equities lead After a strong first quarter performance, risk assets continued to...
by Jay Kumar and Fred Tando | Apr 1, 2019 | Market Insights
In the latest cross-asset review produced by Foresight analyst, we highlight 4 key themes. Risk assets quickly recover their Q418 losses, Small and mid-caps lead After a notable volatility and drawdown of capital from growth assets in Q32018, markets rallied...
by Foresight Analytics | Jan 30, 2019 | Market Insights
Global emerging markets delivered -5.6% (AUD) in 2018, reflecting a weaker second half. Significant dispersions were noted across regions, countries, sectors and styles. Latin America was the only region to deliver positive returns in 2018 whilst all other regions...
by Foresight Analytics | Sep 21, 2018 | Market Insights
Foresight Landscape Report – Global Mid Small Cap Funds in Australia – 31.03.2017 The latest update on Global Mid Small Cap Funds in Australia In the latest Foresight landscape report on global median small cap funds, we showcase the success of active managers, market...
Elevated dispersion and volatility due to rising geopolitical and policy risks make a strong case for active management in Emerging Markets
AUD weakness underpinned by soft fundamentals, the case for hedging foreign currency exposure remains weak
Longer term outlook for India remains highly positive, an expected Modi win bodes well for secular economic and capital market outlook