Dissecting Quality: When Does Management Quality and Corporate Governance Matter Most?
Most active funds tout their ability to discriminate between good and poor quality management, and accordingly weight their portfolios towards...
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Another line ball decision for the RBA, but expect no change in April
The market is firmly expecting another rate cut from the RBA at today’s Board meeting. The domestic data flow has not delivered any large negative...
525 Views
US employment growth moderates, buying the Fed and growth investors more time
The March non-farm payrolls release confirmed that employment in the United States continues to expand but at a more moderate pace over the past...
471 Views
MV Australia Equal Weight Index Rebalance Preview: Three Potential Deletions in September
We do not forecast any inclusions but there could be 3 deletions. Just capping changes will lead to one-way turnover of 3.8% and a round-trip trade...
703 Views
MV Australia Equal Weight Index Rebalance Preview: Potential Changes in March; Multiple Overlaps
There could be 5 changes for the index in March. A few more names are close deletes. SIG's inclusion will add to passive inflows while MIN's...
1k Views