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November 2016

Note India – the fundamental investment case

Bottlenecks’ that have hampered India’s development are easing. India is playing catch up, and is catching up fast. Election of Narendra Modi has rebooted stalled projects, sparked new reforms. India’s domestic economy and growing middle class are the key long-term (...)

November 2016

Innovation GAM launches GAM Systematic Global Equity Market Neutral

The GAM Systematic Global Equity Market Neutral fund uses systematic strategies and proprietary trading systems to invest in global single-name equities. Designed to deliver returns uncorrelated with a long-only equity (...)

November 2016

Strategy Protecting From the Crash With Private Infrastructure Assets

CEPRES today released an analysis demonstrating how Private (unlisted) Infrastructure can act as a Hedge for Corporate Bonds, whilst significantly outperforming on returns. Using PE.Analyzer to analyze thousands of privately held Infrastructure assets, CEPRES found (...)

October 2016

Strategy Opportunities in a low-return landscape

According to Richard Turnill, BlackRock’s Global Chief Investment Strategist, we live in a world of low prospective returns, as reflected in our latest five-year return outlook. We have lowered our return assumptions across most asset classes due to increased valuations, but (...)

October 2016

Strategy The right time to invest in emerging markets?

Complete reversal in emerging equity markets in 2016: the highly geared/cyclical/risky stocks that collapsed in 2015 skyrocketed in 2016. Where to go? In 2015, emerging markets have had stormy times. An unexpected devaluation of the Yuan, the collapse of numerous emerging (...)

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