FundCalibre Ltd’s Post

The landscape of fund management is witnessing a notable shift. Traditionally, the mantra was to buy high-quality companies and hold them forever. However, a new style has emerged over the past couple of years: rule-based investing. While fundamentals remain important, there's a growing trend towards more dynamic portfolio management that aligns with current market conditions. Is the "buy, ride, sit tight" era fading, we think? Despite these changes, there are still many examples of AMCs successfully adhering to the classic philosophy. Active fund managers who perform thorough fundamental research, understand the market, and exercise patience continue to add immense value. As wealth managers, we believe in adapting to these trends while staying grounded in the principles that have stood the test of time. Check out the whole podcast where we talk to Neil Borate about the changes in the field of finance! https://lnkd.in/di_h5MzJ #buildyourbluefort #bluefortblueprint #podcast #FundManagement #InvestmentTrends #WealthManagement #PersonalFinance #ActiveInvesting Siddhanth Jain Sanyam Jain

Which mutual fund should I buy? - has become a very common question and is not the best place to start your investment journey. Instead, start with asset allocation and then work your way into your risk profile. Once that is done, the choice will be easier and you will avoid big mistakes. Ashwin Patni Axis Mutual Fund on #paisavaisa IVM Podcasts https://lnkd.in/dDxTj4rS

🌏 Australia represents just 2% of the global stock market, yet most Aussie investors heavily favour local stocks. Today, we're joined by Kerry Craig, CFA from J.P. Morgan Asset Management, who's here to help us overcome our home country bias and diversify our portfolios. In this episode, we explore: 💡 Why home country bias is a concern for investors 🌐 Practical ways to break out of home country bias and strategies to diversify globally 💼 A 101 on portfolio construction  📊 Asset allocation guidelines 📈 Why JP Morgan Asset Management is bringing active ETFs to the ASX Listen here or on your favourite podcast platform: https://lnkd.in/g-7wBg_s

Curious to know how global fixed income market opportunities have evolved over time? Tune in to an engaging podcast with PIMCO’s Group CIO, Dan Ivascyn, and Fund Evaluation Group’s CIO, Greg Dowling, for a deep dive on this and other topics relevant to investors today. Listen now: https://lnkd.in/gXHeMnCu #fixedincome #marketopportunities

[Compounders Podcast Clip] Tema and its CIO, Yuri Khodjamirian, CFA, are evangelists for ETFs. Tema believes that ETFs are the best vehicle for a lot of equity investment strategies and that managers are going to have to adopt them, regardless of the lower fee structure. With all that in mind, I asked Yuri why someone who was charging higher fees would ever launch an ETF. Please enjoy the full episode here: https://lnkd.in/gbdNTJ6M

In this episode of The Australian Finance Podcast, Kate Campbell and Owen Rask explain how JNDQ works, what distinguishes it from the NDQ ETF and how it could be used in a portfolio.

#Podcast: Putting the #ETF in #fundselection. ETFSA director Gareth Stobie discusses the surge in #JSE-listed ETFs and sector trends with RUAN JOOSTE. There are more JSE-listed ETFs (222, to be exact) than listed companies. #passiveinvestments https://lnkd.in/deDKarbq

Our current long-term views on the world and the potential economic and social developments to watch out for fall into three themes: 1️⃣ Regime change — one-off, open-ended paradigm shifts in conditions 2️⃣ Supercycles — conditions expected to outlast multiple market cycles 3️⃣ Megatrends — multidecade transitions that are gradually but steadily materializing In our latest podcast episode, Jo Holden sits down with Nick White and Matthew Scott to explore the themes and opportunities we believe #investors should consider in 2024 and beyond. https://bit.ly/42zKDDr #investing

Just when you thought factor-based investments have passed their sell-by date, a new South African ETF issuer has burst onto the scene with a multi-factor, style-based, risk-managed, actively-managed domestic equity ETF. In the latest episode of the ETFSA #ETFinvestor podcast, I chat to Daniel Page, Ph.D about the 27four Investment Managers Large Cap Equity Actively-Managed ETF #27FLCE #AMETF https://bit.ly/3Wnqhuu

Between Owen and I, we've been investing in ETFs for well over a decade now. But what have we learned over that time? Quite a bit, actually! On a recent episode of the show, we reflected on some of our lessons, including: ✨ Investing can be simple: in fact, simple is quite often the best approach ✨ Done is better than perfect ✨ You build your confidence by taking action ✨ More ETFs don’t equal more diversification ✨ Small bits, lots of times ✨ Patience is a critical element of being a successful investor What have you learnt on your investing journey so far? I'd love to hear your lessons in the comments ⬇️⬇️⬇️ 🎧 Listen to the full episode on the Australian Finance Podcast “10 years of ETF investing: here’s what we've learned” (link in comments).