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January 2018

Opinion End of an Era?

Do investors realize how good they’ve had it over the last 8+ years ? On the obvious side, the length and strength of the equity bull market has been well publicized. Since the March ’09 bottom, US equities are up over 300% (S&P 500®) while global equities are up over 200% (...)

January 2018

News CTAS post exceptional returns in early 2018

Persistent trends across asset classes continued to fuel CTA returns over the recent weeks. According to several benchmarks of performance, January is on track to see them delivering the highest monthly returns in a (...)

January 2018

People Moves BNP Paribas Asset Management appoints Michel Fryszman as Head of Structured Finance within Private Debt & Real Assets Investment Group

BNP Paribas Asset Management (‘BNPP AM’) announces that it has appointed Michel Fryszman as Head of Structured Finance. He joined on 15 January and is based in Paris. He reports to Laurent Gueunier, Head of Real Assets, SME Lending & Structured (...)

January 2018

Note Global institutional investors braced for market risks and pursuing an active approach in 2018

Faced with low interest rates and relatively high valuations for risk assets, large global institutional investors are looking to protect themselves against downturn risks through maintaining their cash levels and selectively increasing allocations to active strategies, (...)

January 2018

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 (...)

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