News & Media
Press Release | Foresight Analytics rates three Metrics Credit Partners Trusts
Press ReleaseSydney, 13 October 2021 – Foresight Analytics rates three Metrics Credit Partners Trusts Foresight Analytics has completed a ratings assessment of three funds managed by Metrics Credit Partners (Metrics), the Metrics Master Income Trust (MXT), the Metrics...
Press Release | Foresight Analytics assigns SUPERIOR rating to Sandhurst Strategic Income Fund
Press ReleaseSydney, 8 September 2021 – Sandhurst Strategic Income Fund assigned SUPERIOR rating Foresight Analytics has completed a ratings assessment of Sandhurst Trustees Ltd’s fund, the Sandhurst Strategic Income Fund (the Fund). The Fund has maintained its...
Press Release | Foresight Analytics assigns SUPERIOR rating to Coolabah Active Composite Bond Fund
Press ReleaseSydney, 20 July 2021 – Foresight Analytics assigns SUPERIOR rating to Coolabah Active Composite Bond Fund. Foresight Analytics has completed a ratings assessment of Coolabah Capital Investments (Retail) Pty Limited’s fund, the Coolabah Active Composite...
Press Release | Foresight Analytics rates three Coolabah Capital Investment Funds
Press ReleaseSydney, 28 May 2021 – Foresight Analytics rates three Coolabah Capital Investments Funds Foresight Analytics has completed a ratings assessment of Coolabah Capital Investments (Retail) Pty Limited’s three funds; the Smarter Money Higher Income Fund, the...
Adviser Voice | Australian Ratings announces sale of investment ratings division to Foresight Analytics
ARA was a division of Australia Ratings that assigned investment ratings to managed funds, separately managed accounts (SMAs) and insurance bonds. The investment ratings staff of ARA have transitioned to Foresight and the investment rating service will continue to...
Institutional Asset Manager | Style Analytics partners with Foresight Analytics to deliver market-leading decision insights
Style Analytics, a London and Boston based factor analysis firm that is now a part of Investment Metrics, has partnered with Australian-based asset consultant and research advisory firm, Foresight Analytics, to deliver decision insights, advice and direction to its...
Financial Standard | Foresight Analytics acquires research firm
The independent data analytics group has acquired the analytics arm of an independent rating and research firm as it works to build out its market share. Foresight Analytics acquired investment research and operational capability ratings business Australia Ratings...
Press Release | Foresight Analytics Acquires Australia Ratings Analytics to build market share
Press ReleaseSydney, 14 March 2021– Foresight Analytics, an independent provider of data analytics, investment diligence and advisory solutions firm has acquired Melbourne-based Australia Ratings Analytics Pty Ltd (ARA) from Australia Ratings Group to build its market...
Press Release | Foresight Analytics partners with Style Analytics to deliver market-leading decision insights
Foresight Analytics, an independent provider of investment diligence, data analytics, and advisory services announces that is has partnered with Style Analytics, a factor analysis firm based in London and Boston, now a part of Investment Metrics. Style Analytics...
Investor Daily | Momentum delivers, but few fund managers are buying
While momentum has been the highest returning factor in the Australian share market over recent years, many Australian equity managers have a strong anti-momentum bias, which has undermined their performance for several years running. Research we’ve recently conducted...
The Sydney Morning Herald | Market titans outperform fast-growing stock minnows
Large-capitalisation Australian stocks have beaten the performance of small caps over all time periods – except for the past 12 months. Analysis of the performance of factors in the Australian share market carried out exclusively for Money reveals that over...
Financial Review | Why large caps are the preferred stocks in Australia
An analysis of the performance of the Australian share market reveals that returns on large companies have beaten small caps over most time periods, contrary to popular belief that small cap returns are best, though investors should maintain some exposure to small...
Investor Daily | Large caps outperform small caps over long-term
An analysis of the performance of factors in the Australian share market reveals some very valuable insights for equity investors. One of the most interesting findings is that large capitalisation stocks have beaten small caps over all time periods except the past 12...
FirstLinks | Australian large caps outperform small caps over long term
An analysis of the performance of factors in the Australian share market reveals some valuable insights for equity investors. Contrary to conventional wisdom, large capitalisation stocks have consistently beaten small-cap companies. While most investor portfolios have...
LiveWire | Australian Equity Factor Performance During Stressed Markets
Foresight factor premium analysis focuses on the returns that are attached to generally accepted, systematic drivers of stock returns and risk: Market, Small-Large, Value-Growth, Momentum, Asset Growth and Quality. These factors are well backed and vetted by leading...
The Australian | Forget the conventional wisdom: large caps beat small caps in Australia
It may surprise investors to hear that large capitalisation stocks have beaten small caps over all periods except the past 12 months, contrary to the conventional wisdom that small cap returns beat larger companies. There are several factors that drive share returns....
LiveWire | Gold & AREITs top the cross-asset performance tables
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...
LiveWire | Continued AUD weakness delivers strong and positive currency effects for unhedged investors
In this month’s Cross Asset Review produced by Foresight Analytics, we look at the outperformance of domestic assets despite losses in global equity markets and rising uncertainty around the global economic outlook. Gold, bond assets and bond proxies (AREIT/GREIT)...
LiveWire | Why investors should use active managers for Emerging Market equity
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,...
LiveWire | 5 key themes for Global Markets
Investor risk-on behaviour that was clearly on display in the first quarter 2019 continued in April. Risk assets performed strongly across the board, particularly in AUD terms. Weaker AUD boosted returns for investors with offshore unhedged investments. Many risk...
Industry Moves | “Invest in yourself”: Q&A with Jay Kumar of Foresight Analytics
Nearly two years ago Jay Kumar harnessed his "life-long personal values, corporate and investment experiences" to launch Foresight Analytics, a quant-based analytics, research and advisory firm. He tells Industry Moves about some of the joys, lessons and challenges...
IndustryMoves | Jay Kumar launches Foresight Analytics
Jay Kumar has launched Foresight Analytics (Foresight), a boutique service providing investment analytics, research & advisory solutions to the global institutional investment community. To read more, please click here.