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Is there an advantage to being a long-term investor?

It remains exceptionally difficult in today’s financial backdrop to invest with a long-term horizon in mind. Especially given that investors tend to judge performance more-so on short-term results. So begs the question, can you actually take the ‘long-view’ without being continually judged on short-term performance?  Well some large investors believe that it’s not only possible – but potentially the only option to deliver results.

I recently read about the ‘Long-Term Portfolio Guide’ (LTPG) which was developed by Anuradha Gurung with co-editor Colin Carlton and a working group, co-led by Caisse de dépôt et placement du Québec and Canada Pension Plan Investment Board. The working group was comprised of more than 20 experienced investment professionals from BlackRock, Caisse de dépôt et placement du Québec, Canada Pension Plan Investment Board, Capital Group, GIC, New Zealand Superannuation Fund, Ontario Teachers’ Pension Plan, PGGM, and Washington State Investment Board.

The objective of the initiative is to reorientate portfolio strategies and investment management to focus capital on the long term.

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Do we really understand China?

 

As most of you know Wealth of Nations Advisors continues to remain positive on the China growth story. Significant opportunities will present themselves to asset owners and asset managers in the delivery of financial services as China continues to ease capital controls. Australia in particular is set to benefit with the signing of the financial services component of the free trade agreement , which is expected to be signed within the next 12-18 months.

Within the context of seeking out these new financial opportunities, a question we may need to ask is do we really understand China and its people? Can we afford to assume that business in relation to financial services is conducted the same in China as to what we understand in the West? Just because China is modernising, is it also westernising?


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