Fund Managers are a very important part of the part of the investment landscape. Pension funding systems around the world heavily invest via fund managers, be they internal or externally appointed. Most Australian and Kiwi investors have exposure to a managed fund (also known as a mutual fund) via superannuation and KiwiSaver accounts. For Australians the predominant structure is an Australian Unit Trust (AUT) and for Kiwi’s this is via Portfolio Investment Entities (PIE). Most funds held within pension systems are diversified funds, largely because they are a default fund for the scheme provider.
Understanding how ESG (Environmental, Social and Governance) factors impact investment decisions, and the inclusions and exclusions that comprise a portfolio is important. A better understanding of your investments should help align them with your personal beliefs.
Typically fund managers make decision based around the next 3-5 years. Looking at where employment will trend provides some insights into where capital may flow, which can highlight value traps. After all, jobs growth is linked to the need for capital investment to support revenue growth. The change in jobs growth can also highlight where efficiencies or structural changes are occurring then can improve profit growth.
To misquote Shakespeare – Bubble, bubble toil and trouble? Has Research IP turned its focus to the housing sector? Perception is everything.
What apps or websites use the most data? How many stories do you post on Instagram or Facebook? How much money have you spent shopping online in the past year?
Do you feel good about 2022? What is it going to bring? The early pacesetter is the Omicron variant of COVID-19, ripping up the charts, in a not so positive way, but the world continues its march forward. Aspirational goals and settings have been made.
Checked your speed lately? In an increasingly digitised world, the speed of your internet connection matters. It dictates how you engage with the world.
Tech and financials dominate, but does a passive product meet your needs and objectives.
Branding is something that is critically important to a company, with billions of dollars invested to support a company name each year. How many of the companies named in the infographic are you invested in?