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The Great Rotation - From Crowded Trades to Real Assets

From Crowded Trades to Real Assets - A Shifting Market Regime

After more than a decade dominated by low inflation, ultra-loose monetary policy, and relentless flows into mega-cap technology and popular growth names, the market is beginning a profound shift. Investors are beginning to question whether crowded, expensive trades can continue to deliver returns in an environment of stubborn inflation, slower growth, and rising geopolitical risk.
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Dynamic Asset: The Right Approach for the Times

From the Great Moderation to the Great Rotation

For the past 30–40 years, investors have enjoy ed what in hindsight was an unusually favourable environment for asset prices and index investing. After the stagflation of the 1970s, inflation steadily subsided, interest rates trended down for decades, and globalisation expanded efficiency, trade, and profitability. This backdrop supercharged both equities and bonds and gave rise to the dominance of static Strategic Asset Allocation (SAA) and passive index investing.
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Managed accounts solutions are not all the same for financial advisers

The two significant trends in contemporary financial advice are active portfolio management and Managed Accounts. While the client and business drivers are independent, both innovations are transforming financial advisory practices.

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How financial advisers can align portfolio management with investor goals

The transfer of governing powers from FASEA to ASIC, including the wind-up of FASEA from 1 January 2022, places increased demands on Financial Advisers.

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The cost and risk of delayed portfolio optimisation

HUB24 has recently published a paper, produced in partnership with Milliman. The paper talks to the subject: Measuring the cost of delay, which we have referenced here.

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