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Asset management’s articles related to single strategies
Articles
Strategy Outperforming in Asia with boots on the ground
Arnout van Rijn and Victoria Mio attribute the success of their flagship equity strategies to opening an office in Hong Kong in 2008, enabling local access to the companies in which they invest. They previously managed the strategies as part of the emerging market equities (...)
Strategy Under the bonnet: Key trades within Neuberger Berman’s unconstrained fixed income strategy
How will extreme levels of monetary policy accommodation eventually be unwound? Are the reflationary, pro-growth elements of President Trump’s agenda alive or dead? When will a long forecasted increase in government bond yields materialise? What is the impact of a wildcard (...)
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 (...)
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 (...)
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.
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