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  • Article / 26 June 2017 at 12:23 GMT

    Why active investing is coming back

    Head of Equity Strategy / Saxo Bank
    Denmark
    Why active investing is coming back
    Active investing will make a comeback before the inefficiencies from rising passive investing are big enough to pay for the high-margin business of active investing. The main driver will be low realised returns of around 4% over the next decade on popular asset allocation strategies built on ETFs.
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  • 1y
    fxtime fxtime
    .....heavilly in his favour as he can average weight his trade. I am struggling with internet issues at present due to BT maintenance programme occurring around here...
    1y
    augustus augustus
    The downside to taking a holiday lol. I look forward to your explanation on the SMAs. By the way your USDCAD setup is working flawlessly...
    1y
    fxtime fxtime
    LOL....I still don't have any charting but my bank balance is up so I assume the usdcad has been generating an income so good news for you...
  • Article / 31 May 2016 at 10:21 GMT

    China stocks leap on MSCI inclusion speculation

    Saxo Capital Markets China
    China
    China stocks leap on MSCI inclusion speculation
    Chinese equities surged on Tuesday in heavy volumes on expectations that mainland-listed stocks will be included in MSCI’s Emerging Markets Index in June and a rumour that an awaited link-up between the Shenzhen and Hong Kong stock exchanges will be launched soon.
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  • Editor’s Picks / 23 May 2016 at 14:00 GMT

    Big returns don't come easy for fund investors

    Bloomberg
    In the hunt to beat hedge funds, big returns don't come easy, says Bloomberg Gadfly columnist Lisa Abramowicz. "If investors want to win big in the current market, they need to be prepared to do a lot of work. Otherwise, they might as well just go to Las Vegas and try their luck at the tables," Abramowicz says. Good returns this year have come at debt-focused closed-end funds, which have shares that trade daily, pay dividends and use leverage to buy fixed-income securities, she says. Those funds delivered returns of about 9.5% on average in less than three months. "That's remarkable in an ultra-low yield world, especially when macroeconomic strategies have been hammered by unpredictable market swings." The reason closed-end funds have gained so much is that they are also "a hotbed of activism from the funds' shareholders," Abramowicz says. Such funds spotlight the fact that big returns don't come easy at this point, but require diligence, effort and sometimes intervention, she says.
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  • Article / 08 December 2015 at 16:00 GMT

    Mutual funds have a problem

    Chief Investment Officer / ACIES Asset Management
    Switzerland
    Mutual funds have a problem
    Why would you want to trade for yourself when you can buy a mutual fund? It may seem like a good question, but there is an even better answer. Because mutual funds have consistently failed to perform for decades.
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    2y
    Streetcat Streetcat
    Great article. I do think that some non stock mutual funds still provide benefits to smaller investors. In particular, the newish funds that trade the baskets of...
    2y
    Rodrigues Rodrigues
    Brilliant and precise as always. Thanks
  • Article / 01 December 2015 at 15:00 GMT

    Making Systematic Equity Momentum work for you

    Chief Investment Officer / ACIES Asset Management
    Switzerland
    Making Systematic Equity Momentum work for you
    'Equity momentum' isn't a new concept. The momentum effect has been confirmed by practitioners and academics, and it has been a great way to outperform the markets for many decades. This new series of articles provides an introduction to how momentum investing works and how to implement it for your own portfolio.
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    2y
    fxtime fxtime
    Remember also that some punters do make triple digit returns but this is usually on what is regarded as small account sizing. When you get to a...
    2y
    Andreas Clenow Andreas Clenow
    Yep... The guys who suddenly make a gazzilion percent gets all the headlines and start selling systems, newsletters, mentoring etc. When they blow up their accounts the...
    2y
    fxtime fxtime
    Ofcourse all those ''systems'' find hidden M or W patterns or signals that no one has ever heard of etc.