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Asset management’s articles related to single strategies
Articles
Strategy Momentum, the unloved factor
Momentum is unloved: being a good follower is rarely seen as a strength, and few asset managers would brag about using momentum as an investment factor, even though they know that ‘the trend is your friend’. Part of this unpopularity comes from the fact that momentum is a (...)
Strategy CPR Invest - Global disruptive opportunities, disruptive forces at work for healthcare
Interaction between conventional medical research and the high tech industry has led to considerable progress in healthcare in recent years. faster and more effective treatments are in this way able to reduce costs.
Strategy Quality, the positive factor
Quality is positive: it is about good companies that are efficient at managing their businesses profitably, creating shareholder value and being rewarded with above average returns. Yet, quality is not always easy to recognise or measure. Here are a few pointers for avoiding (...)
Strategy Trade war risk fades, for now
We see a reduced near-term risk of trade wars, as President Donald Trump’s White House appears to have softened its stance toward both the North American Free Trade Agreement (NAFTA) and China. This could benefit emerging markets (...)
Opinion Room to run for reflationary assets
Most reflation trades aren’t crowded or expensive, our research suggests. U.S. stock prices more fully reflect the maturing reflationary cycle, and we see better opportunities in Europe, Japan and EM stocks. We also prefer U.S. credit over government (...)
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