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All the articles related to portfolio’s allocation

Articles

August 2011

Strategy Inflationary pressure is not a threat to growth in emerging markets

Inflationary pressure has grown during the past months due to excess demand, excess lending, lack of supply, increasing costs for energy and a rise in food prices.

August 2011

News The Bank of Korea increases its gold reserves

The bank of Korea revealed that it has purchased 25 tons of gold, allowing the country to almost triple its reserves of precious metals over the last two months...

July 2011

Innovation TOBAM launches the Anti-Benchmark Emerging Markets Equity Fund

The Fund aims to outperform the emerging markets equity cap-weighted benchmark by 4-6%per annum over a market cycle, while at the same time delivering significantlyless volatility (typically 30%).

June 2011

Opinion Strong support for the Euro and weak factors for cyclical currencies.

According to SG Private Banking’s strategists, the interest rate differential is supporting the euro, whereas mounting incertitude is weighing on cyclical currencies.

June 2011

Strategy Making good use of the drop in correlation through equity arbitration

Despite fairly divergent hedge fund trends in the second quarter, SG Private Banking’s strategists remain positive but have a preference for Relative Value and Event-Driven.

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