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February 14

Strategy Back to normality

We remain constructive for equities, due to the synchronized global recovery, which we expect to underpin strong earnings growth. Given that until recently, investor sentiment was near record highs, we think that some sort of correction was indeed (...)

Strategy

Outperforming in Asia with boots on the ground

Strategy

Under the bonnet: Key trades within Neuberger Berman’s unconstrained fixed income strategy

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January 3

Strategy Asset allocation: American vertigo

November’s leading indicators show a fresh short-term acceleration in the world economy beyond the 4% mark. This growth pace is well above potential (3.5%) and should lead to renewed inflation and validate the tougher stance on monetary policy across most developed (...)

December 2017

Strategy How does ‘quantamental’ fit with factor investing?

‘Quantamental’ is a relatively new portmanteau word in asset management lingo. Its creation is indicative of a trend in our industry. Quantamental is the fruit of the marriage of the quantitative and fundamental (also known as judgmental) disciplines in managing (...)

November 2017

Strategy Investors are not complacent in assessing risks

Markets have been remarkably resilient to political shocks, so are investors getting complacent? No, says Jaap Hoek in Robeco’s new five-year outlook.

November 2017

Strategy Will Passive Save Active?

According to David F. Lafferty, CFA®, Senior Vice President – Chief Market Strategist at NGAM, the pressures exerted by passive indexing are forcing active managers to tackle longstanding sources of inefficiency and underperformance. By setting more appropriate fees and (...)

October 2017

Strategy Absolute returns in all environments

Tim Haywood, investment director for absolute return fixed income strategies, shares his views on the current macroeconomic environment and opportunities in the bond markets.

September 2017

Strategy Concentrated long-short investing to achieve absolute return

According to Amit Kumar and Ashish Kochar, US Equity Portfolio Manager at Columbia Threadneedle Investment, investor caution on market outlook places increased focus on generating alpha. Long-short equity portfolios have the potential to generate greater alpha as individual (...)

September 2017

Strategy Time to Protect your Gains

How clients can protect investments and maintain upside potential, explains Nannette Hechler-Fayd’herbe.

September 2017

Strategy Five reasons to hold technology stocks

Technology breakthroughs herald a new era in the way we live, work and relate to each other. Five key trends explain why investors should consider holding technology stocks.

July 2017

Strategy Tim Albrecht and DWS Deutschland: celebrating 15 years of success

It has been 15 years since Tim Albrecht assumed responsibility for the DWS Deutschland fund. In July 2002, the volume of the equity fund, which had been badly battered by the tech bubble, stood at a mere 200 million euros. Today, investors entrust seven billion euros to the (...)

July 2017

Strategy Anne Le Borgne : “Our international equity thematic fund, Amundi Funds CPR Global Lifestyles aims to tap into the boom in multi-generational well-being.”

Well-being and self-actualisation are structural societal trends whose growth potential CPR AM, a well-regarded thematic manager, wants to tap into.

July 2017

Strategy Swiss Re among first in the re/insurance industry to integrate ESG benchmarks into its investment decisions

Swiss Re announced that it has already consistently integrated ESG considerations into its investment process since the start of 2017.

June 2017

Strategy Don’t give up on duration

With interest rates likely to remain low for the foreseeable future, investors continue to face the dilemma of how to achieve a good level of income while carefully managing their risk exposure.

May 2017

Strategy Should we still play reflation trades?

Since Donald Trump was elected, investors have gradually been reassured on their fears on deflation, growth in emerging markets, and uncertainties on the euro area, which had dented appetite for risk between end-October 2015 and mid-February 2016. They therefore played the (...)

May 2017

Strategy Industry 4.0: The new industrial revolution is under way

Data, digitalisation and connectivity of means of production have led to considerable advances in industry in recent years. on top of productivity gains and shifts in production modes, this trend is disruptive in the way in which it will completely alter some sectors of (...)

May 2017

Strategy How can we extract value from bond markets?

According to Pascal Gilbert, Head of Fixed Income, La Française, Bond markets are facing historically low yields, and this ongoing situation leaves, in theory, little room for a further appreciation in bond prices.

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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 El Niño: Winds of Change for Commodity Prices?

Based on their data, the National Oceanic and Atmospheric Administration (NOAA), the organization responsible for identifying global weather patterns, is predicting a greater than 90% chance that El Niño will continue through the northern hemisphere winter in 2015-2016 and (...)

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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 How does ‘quantamental’ fit with factor investing?

‘Quantamental’ is a relatively new portmanteau word in asset management lingo. Its creation is indicative of a trend in our industry. Quantamental is the fruit of the marriage of the quantitative and fundamental (also known as judgmental) disciplines in managing (...)

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Strategy Goldman Sachs : « Hedging by purchasing puts on bank shares !»

With the rise in the probability of extreme risks taking place, the purchase of puts on bank shares, considering the implicit volatility on the Eurostoxx 50, seems to be an attractive hedge for long term investors according to Goldman (...)

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Strategy Swiss Re among first in the re/insurance industry to integrate ESG benchmarks into its investment decisions

Swiss Re announced that it has already consistently integrated ESG considerations into its investment process since the start of 2017.

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Strategy Alternative risk premia weathering Brexit storm well

Pierre-Yves Moix, co-manager of the Alternative Risk Premia strategy at GAM, comments on how the growing alternative risk premia industry has delivered strong performance in the uncertain Brexit environment – proving once again its strong diversification and market neutral (...)

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Strategy Subordinated debt – worth a look for yield-starved investors

Bonds yield little, while equities are not particularly cheap. Against that unappealing backdrop, looking beyond the beaten track for alternatives may prove rewarding. Anthony Smouha, CEO of Geneva-based Atlanticomnium, explains why he believes that junior debt could be an (...)

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Strategy How Smart is ‘Smart Beta’ Investing?

Investors increasingly embrace “smart beta” investing, by which we mean passively following an index in which stock weights are not proportional to their market capitalizations, but based on some alternative weighting scheme. Examples include fundamentally-weighted indices (...)

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Strategy In a volatile central bank driven environment, dividends are the more stable factor to offer guidance

According to Patrick Moonen, Principal Strategist Multi Asset at NN IP, there looks to be a trade-off between the yield and the safety of it. For example, the global energy sector has a trailing dividend yield above 4% but the safety of this dividend is (...)

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Strategy Focus on yield, quality and diversification as safe havens contract

Investors should focus on investments that offer yield, quality and diversification amid expectations that the global economy will avoid recession but experience fragile growth in 2012, according to Bill O’Neill, Chief Investment Officer for Europe, Middle East and Africa (...)

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Strategy Brazilian elections : Regardless of the winner, he will have to overcome economic difficulties

Steve Drew, Head of Emerging Market Credit at Henderson Global Investors has provided a brief analysis on the first round of the Brazilian elections over the weekend. He believes the incumbent, Dilma Rousseff, will be re-elected (...)

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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 Value, the obvious factor

All famous investors from Benjamin Graham to Warren Buffet have, first and foremost, been fervent advocates of value investing. Value can be assessed in very diverse ways and value investing can also suffer from some drawbacks. Here are a few pointers for understanding value (...)

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Strategy Corporate Bonds – Ideal for Emerging Markets diversification

With sovereign ceilings rising, corporate governance and overall transparency improving, demand and liquidity high and returns attractive relative to risk, what’s not to like about Emerging Markets corporate bonds?

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 : Beta positionning and outlook within current asset management framework | Risk factor investing | Factors Value, Momentum, Low Volatility, Quality | Smart Beta and Low Carbon | Smart Beta and (...)

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: Criteria used to select ETF | Measuring Performance of ETF | Passive vs Active | Build an allocation with ETF..

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

Last commented articles

FR Stratégie Les « actions protégées », une stratégie séduisante à calibrer sur-mesure
Read comments Update July 2017
FR Stratégie QE : au-delà des marchés, quel impact pour l’économie réelle ?
Read comments Update January 2015
FR Stratégie De bonnes perspectives sur le marché des actions européennes
Read comments Update December 2014
FR Stratégie Le potentiel du Trend Following reste intact
Read comments Update July 2014

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