News & Insights

Below is a collection of the latest news & insights published either by the team here at New Road Capital or alternatively issued by one of our various partner fund managers whose offerings form part of our solutions.

Growth vs Value

This week Paul has a look at the relative performance of the S&P 500 Growth Index vs the S&P 500 Value Index.
©Getty Images / Grant Faint

What Most Active vs. Passive Debates Miss

When it comes to the choice between active and passive, investors have at least three questions to consider. …

Risk Management – The Tortoise & the Hare

Most investors assume that in order to generate higher returns, one needs to take on more risk (or in the case of a basket of assets, volatility). While this is generally true when looking at individual asset classes in isolation, it is not the case when assets are combined in a portfolio in specific ways. In this article our CIO, Paul Fouché shares his view on the matter.

Volatility stirs active vs passive debate.

Key to success and significant rewards is picking the right active manager, writes Pedro van Gaalen.

Big Tech Is… Big!

In this week's insight piece. Paul Fouche has a look at how significant a player big tech is in the S&P 500.

Dividends – The Silent Income

When investors talk about equities, they usually discuss the price of a company’s share, and whether that price offers value based on the company’s prospects. While this is important, an often overlooked but significant aspect of equity investing is the dividend that is paid out to the investor as a result of the ownership of the share over time. This month's insight piece looks at how much of an impact dividend income has on an investor's portfolio return and why it shouldn't be quickly overlooked.

Asset managers must be clearer about their value-add

Asset managers need to differentiate themselves by more than just performance. Those who simply keep doing what they’ve always done could find the world moving past them.

Outcomes-based investment is the future.

The team at New Road Capital talks to Moneyweb about how they are helping advisors to better align their business to future trends.

A closer look at our current fund positioning

Paul Fouché, Portfolio Manager at New Road Capital shares his views on the current economic climate and how we have positioned our funds to ensure our clients are not only protected but also aligned to take advantage of potential opportunities.

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