Do active managers in Emerging Markets add Value?

Key points Emerging Markets (EM) have been outperforming Developed Markets (DM) and this trend is likely to continue given the fundamental backdrop. Factor premiums across EM have been very strong and broad-based. Intra-market correlations between EM countries have dropped,...
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Realised factor premiums much stronger in Emerging markets

Global Developed markets experienced notable reversals in factor premiums since December 2016. So far in 2017, Value style factors recorded negative premiums while Growth and Momentum style factors delivered positive premiums. The YTD factor premium experience is contrary to...
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Super Industry Intelligence: ATO regulated SMSFs continue to outpace system growth

Based on the ABS and ATO data-sets, the Australian managed funds industry represented $2.8 trillion assets at 31st March 2017. This was almost 9% higher than the same period last year. Superannuation segment still took the biggest share with asset under management of $2,196...
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Global Equity Market Environment Review

Our latest review of the global equity market shows continued leadership from emerging and frontier markets. Eastern European markets such as Bulgaria, Austria and Poland delivered stellar returns in excess of 40% over the past 12 months. From a global sector perspective,...
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Active Managers Deliver: Evidence from the Australian Micro-Cap Sector

Foresight’s latest analysis of the Australian equity strategies reveals some interesting insights. While the big-caps have done very well over the past 10 years, Micro and Small caps have delivered negative total returns since 2007. This poor performance over the period means...
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Industry Intelligence: Australian Funds Management Industry

Australian funds management industry experienced an increase by $24.5 billion to $1.68 trillion in the first quarter of 2017. Total assets under management for discrete mandates grew significantly, accounting for the biggest share of the market. Meanwhile, the industry net flow...
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