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Newborn Town Inc Net profit in 1H2021 expected to reach record-high, with more than 34 times growth year-on-year

Acadian expands multi-asset range | Money Management

Ilya Figelman, head of Acadian’s multi-asset class strategies, said: “Acadian’s Global Macro Fund is designed to seek absolute returns regardless of market conditions, by identifying and capturing diverse sources of return through portfolios that can endure severe market stress. “We believe our approach provides a high level of differentiation, particularly compared to many standard alternative risk premia type strategies. “We’ve sought to systematise many of the fundamental factors that drive asset class returns and as a result, the strategy includes a range of proprietary asset-class signals, particularly in commodities, as well as incorporating cross-asset macro factors and more established factors.”

Inflation has really rung an alarm for equities forecast, Acadian portfolio manager says

Inflation has really rung an alarm for equities forecast, Acadian portfolio manager says
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Value Investors Don t Need to Avoid Growth Companies In Fact, Doing So Can Hurt Returns

Think growth and value can’t coexist? Think again. Traditional value investors pick stocks that are trading below their fundamentals based on a wide variety of measures. As a result and by definition, many dismiss growth companies altogether. But one manager believes that ignoring growth stocks out of hand is “fundamentally flawed.”  Value investor Applied Finance, with $1.25 billion in assets under management, argues that traditional metrics such as low price-to-book and price-to-earnings multiples don t provide investors with a comprehensive framework and are inadequate in identifying stocks that are trading below their intrinsic value; in fact, companies that are trading on apparently high multiples may actually be undervalued in terms of their overall valuation, thus creating opportunities for large returns.  

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