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Define the asset management field
With monetary tightening expected, investors will need to consider the sensitivity of their equity portfolio to sovereign bonds and protect it as far as possible through active stock selection and sector allocation.
State Street Global Advisors (SSGA) announced the appointment of Kathleen Gallagher as head of ETF model portfolios for EMEA and Asia Pacific, effective immediately.
We think it is time to strengthen L/S Neutral funds allocation. While they faced months of challenging transversal stock rotations, we expect their environment to improve for several reasons.
CPR AM started 2018 in a positive frame of mind regarding the "Global Silver Age" strategy. Find out more about the strategy with Vafa Ahmadi, Head of Global Thematic Equities and Jean-Dominique Seta,Thematic Equity Portfolio (...)
The European Commission’s sustainable finance plan is a step forward, in the view of Scope Public Finance. This contribution outlines Scope’s views on the distinct nature of ESG and sovereign risk, their areas of overlap, and next research (...)
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