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March 29

Strategy Buying the oil dip

A recent drop in energy-related assets looks to be overdone. We believe this creates opportunities in selected energy equities and credit — even as we see oil prices trading mostly sideways in the near term.

Strategy

What are the appropriate investment strategies in today’s volatile market?

Strategy

Four picks for investors following last week

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March 13

Strategy How can investors navigate European politics and US monetary policy?

Strong US economic data and a more hawkish Fed saw the US Treasury index yield climb 20 bps, pushing performance down last week and putting pressure on fixed income exposures. Corporate bonds performed better — as expected — but the best position was in high yield with a short (...)

February 7

Strategy Emerging Markets: Another Year, Another Opportunity

Paul McNamara, investment director responsible for GAM’s emerging market strategies, looks ahead to 2017 and reflects that the likely drivers of EM local currency bond markets are the same ones that led to overall outperformance last (...)

January 30

Strategy Getting ready for reflation

We believe now is a good time to ready bond portfolios for reflation: improving growth, wage gains and higher inflation. We see global reflation running further in 2017 and spurring a modest rise in global bond (...)

January 30

Strategy TNote-Bund correlation: new regime

2016 marked a watershed for the sovereign bond market. European bonds underwent a sharp selloff in Q4 2016, this when the year had kicked off on a bullish note that lasted right through to September. The political events in 2016, the outlook for growth and for inflation and (...)

January 26

Strategy Equities continued to make new highs but many risks are emerging on the horizon

Equities continued to make new highs as we moved into 2017, but we are mindful that the outlook is littered with macro-economic and political risks – not least the forthcoming elections in France, Holland and Germany, Article 50, and President Donald (...)

January 18

Strategy Short covering in US Treasuries

T-note yields have had a somewhat volatile week. The yield on 10y notes traded as low as 2.30% before closing last week at 2.40%. Short positioning in US bonds has normalized thanks in part to successful auctions.

January 16

Strategy Record Buyback in US in 2017?

S&P 500 Buyback Index, which has hit the highest in late 2014/early 2015, had retreated outperformance during most of 2016. With Donald Trump’s victory in November, however, buyback indices and buyback related ETFs again hit the market (...)

January 9

Strategy Buy in January, Sell in May? The seasonality of commodity performance

Most commodities outperformance is skewed to the early months of the calendar year, according to ETF Securities, one of the world’s leading independent providers of Exchange Traded Products (ETPs).

December 2016

Strategy Why the ‘value’ shift favours Europe

John Bennett, Head of European Equities, shares his outlook for 2017. He sees the potential for a continued rotation from a growth to a value-driven market as the key factor for European equity investors next year. While he maintains an overall bullish outlook, John (...)

December 2016

Strategy European equities in 2017: the contrarian’s first choice?

According to Tim Stevenson, Director of European Equities at Henderson, 2017 will be an intriguing year. My expectation is that Europe will not self-destruct, but instead become a haven of stability while the UK tries to figure out what Brexit means (the UK Prime Minister’s (...)

December 2016

Strategy European value: political uncertainty affords opportunity

Nick Sheridan, European equities manager, provides his outlook for 2017, discussing how politics is likely to shape investor sentiment (much as it did in 2016) and how he is positioning his value-biased strategy to take advantage of any mis-priced (...)

November 2016

Strategy “Diversified Equity Factor Investing” combines four complementary factors that are loosely correlated with one another

Based on factor investment, this innovative approach capitalises on the attractive performances thus far of smart beta strategies. It is based on the combination, within the same portfolio, of four complementary factors that are loosely correlated with one another: Quality, (...)

November 2016

Strategy Should European markets be back on the menu?

​It has been and remains a tough time to be a European equity fund manager. That generally should be considered an immediate warning to look out for lame excuses as to why a fund is underperforming. Or it might actually be an interesting way of thinking about how political (...)

November 2016

Strategy Trumpflation : what now for investors?

Here we go again. As we saw post the UK’s EU Referendum result, financial markets sold off following Trump’s election win, with risk assets being the main casualty; however, by the end of Wednesday US equities were back in the black and investors took solace in Trump’s (...)

November 2016

Strategy Protecting From the Crash With Private Infrastructure Assets

CEPRES today released an analysis demonstrating how Private (unlisted) Infrastructure can act as a Hedge for Corporate Bonds, whilst significantly outperforming on returns. Using PE.Analyzer to analyze thousands of privately held Infrastructure assets, CEPRES found (...)

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Strategy A smart selection process for ETFs

Logic might suggest that all ETFs replicating the same market index are themselves the same. And yet, you do not have to be an experienced ETF investor to know that this is clearly a misconception. In practice, performance can vary. It is necessary to know which objective (...)

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Strategy Is Low Volatility investing overcrowded?

One may reasonably argue that the recent flows into the Low Volatility strategies might affect their future performance because of the flow pressure on the prices of the companies that generally are selected by this investment approach. More recently, some market (...)

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Strategy Neural networks, the future of trading?

It is the latest innovation of algorithmic trading, and perhaps one of the most promising ...

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Strategy Currencies: The investment theme of the next decade?

A wind of change is blowing on the international monetary system, which could start a new chapter of its history. Investment Strategy Specialist at ING Investment Management, Vincent Juvyns presents current issues and explains how they can be an investment (...)

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Strategy Investing during market turmoil

The idea that considers equity investing as long term has simply become absurd nowadays and has been so during the last 10 years. Let us be reassured. Opportunities will still be around. The only real question nowadays is how to allocate between real assets and financial (...)

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Strategy Agricultural land rush of investment funds!

After launching products indexed to changes in prices of agricultural products, many banks and investment funds are turning now to the land acquisition...

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Strategy “Diversified Equity Factor Investing” combines four complementary factors that are loosely correlated with one another

Based on factor investment, this innovative approach capitalises on the attractive performances thus far of smart beta strategies. It is based on the combination, within the same portfolio, of four complementary factors that are loosely correlated with one another: Quality, (...)

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Strategy An example of Quantitative Strategy: The Low Volatility approach

Low volatility indices and, more broadly, products based on quantitative strategies aiming to select only low-volatility stocks, have met with growing success with the financial community and investors. However, most of these indices have major drawbacks that cannot always (...)

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Strategy Forex, a value added in an allocation between real and financial assets

The foreign exchange market (Forex) is not an extra asset class but all asset classes together in the same market. It can be a real source of diversification and performance subject to a systematic, disciplined and rigorous (...)

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Strategy ETF Liquidity: A vital measure of efficiency

ETFs are investment funds that can be traded on stock exchanges like ordinary shares. ETFs’ liquidity depends on several factors, including the liquidity of the underlying securities and the structures put in place by the ETF issuer to facilitate trading. In this expert (...)

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Strategy CalPERS Eliminates Hedge Fund Program in Effort to Reduce Complexity and Costs in Investment Portfolio

The California Public Employees’ Retirement System (CalPERS) today announced that it will eliminate its hedge fund program, known internally as the Absolute Return Strategies (ARS) program, as part of an ongoing effort to reduce complexity and costs in its investment (...)

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Strategy Systematic managers call into question the status of core European sovereign debt as a risk-free asset

Global Macro managers explicitly follow defensive strategies: short exposure to equities (around -20%) and long exposure to the US sovereign debt. On their side, CTAs managers are more aggressive...

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Strategy Reducing your carbon footprint with the Low Carbon 100 Europe THEAM Easy UCITS ETF tracker

According to Sébastien Denry, Investment Specialist ETF at THEAM, the Low Carbon 100 Europe THEAM Easy UCITS ETF tracker, created in 2008, provides immediate access to major European companies at the cutting edge of their sector in terms of reducing CO2 (...)

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Strategy ACOFI Management has just launched a fund dedicated to energy infrastructures : Transition Energétique France

In terms of performance, the fund objective is to provide an IRR (internal rate of return) between 8% and 10% with a 8 years investment horizon, taking into account a recurring cash revenue given an 5% annual coupon (...)

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Strategy Fitch: Search for Yield Leads to More Risks in Credit Funds

Fitch Ratings warns of the temptation that fixed income fund managers may have in current market conditions to overreach for yield, potentially loosening credit selectivity and leading to excessive credit and liquidity (...)

Focus

Strategy CPR AM has recently launched CPR Invest – Global Disruptive Opportunities | A look back at an accelerating phenomenon: disruption

The recently theorised phenomenon of "disruption" is defined as a process whereby a product, a service or a solution disrupts the rules on an already established market. Technological progress, along with the globalisation of trade and demographic changes are now helping to (...)

Focus

Hidden assets

Learn about hidden assets (volatility, correlation,...) and related strategies

Multi-asset funds

Special Focus on Multi-asset funds: Prevent structural asset allocation biases to improve responsiveness, Allocation strategy for 2017, Multi-Asset Funds Face Investors Scrutiny on Flexibility…

Smart Beta

Special focus on Smart Beta & Factor Investing : Diversified Equity Factor Investing | Smart Beta positionning and outlook within current asset management framework | Risk factor investing | Growing interest from investors in Smart Beta ETFs (...)

Strategies on dividend derivatives

Dividends : New strategies - Analysis, investment perspectives and strategies on dividend derivatives....

Alternative Risk Premia

Alternative Risk Premia: Alternative Risk Premia strategies | Using Risk Premia for a true diversified portfolio | Investors Increase Pressure on Hedge Funds to Lower Fees | Combining différent styles for risk premia (...)

Infrastructure

Infrastructure : A Growing asset class | The role of pension funds | Energy infrastructure | The MLP example | Accessing the US Energy Infrastructure with MLP ETFs....

ETF & Index Management

ETF & Index Management: ETF Liquidity, Measuring Performance of ETF, ETF Marketplace, Top 10 Providers...

China

China : Invest in domestic chinese stocks with ETFS-E Fund MSCI China A GO UCITS | Chinese domestic equities could benefit from more economic stimulus| Li Kequiang’s Chinese growth indicator …

Gestion Obligataire

Gestion Obligataire : Quelle allocation d’actifs obligataires ? | Rallonger la maturité des investissements | La recherche de rendement, un exercice de plus en plus difficile | Investir en volatilité sur les obligations américaines | Déclin de la liquidité du crédit | Rendements (...)

Gestion Action

Gestion Action – Comment investir dans les actions thématiques ? Small Caps, Growth, Value, Momentum, High Dividend, Equity Europe Income Defensive... Quel style de gestion pour quel rendement/risque ? La bulle sur les stratégies à faible volatilité est-elle en train d’éclater (...)

Forex

l’actualité et les stratégies sur le marché du change

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