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Evolution in Investment Product Return Objectives: Relative Returns, Absolute Returns, and Real Returns - Facet January 2012
In our latest research paper, “Evolution in Investment Product Return Objectives: Relative Returns, Absolute Returns, and Real Returns”, Alex Orus discusses the differences between relative returns, absolute returns and real returns.
Don’t get taken in by compelling price/earnings ratios during the current sell-off advises ‘real return’ specialist
“Don’t panic” tends to be the typical response of investment managers to a market sell-off. The current sell-off is no exception. Over the past week or so the volume of notes counselling investors to sit tight and ride the latest bout of volatility has increased considerably.
The Interview – Alex Orus, Blue Diamond Asset Management
“The self-serving nature of much of the asset management industry is illustrated by the current asymmetry of fee structures”
Alex Orus, chief investment officer at Blue Diamond Asset Management, says the Blue Diamond Real Return Strategy is designed to address investors’ twin concerns of inflation and market bubbles and crashes by seeking to maximise real returns and outperform inflation by an average of 5 per cent over a full market cycle in the investor’s designated currency.
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