Allocation & Trend
All the articles related to institutional allocation and trends
Allocation & Trend
Strategy,
November 2019
Solving for 2020 : Ten for 2020
The heads of Neuberger Berman’s investment platforms identified the key themes they anticipate will guide investment decisions in 2020.
Strategy,
November 2019
Small, Medium, Large HF: How to choose?
Should alternative portfolios favor smaller, medium, or larger hedge funds? The choice might not be as obvious as before and may be more dependent on the stage of the business cycle. For many years, small hedge funds have steadily outperformed their large peers, sometimes by (...)
Opinion,
November 2019
Are Private Equity Blowouts Good for Stock Investors?
There’s growing evidence that private equity markets are beginning to overheat after several high-profile IPO flops. Investors in stocks should pay attention because private funding troubles are also a very public market (...)
Opinion,
October 2019
Is Turkey’s recovery threatened by its Syrian incursion?
Until just a week ago, Turkey (against all the odds) seemed to be doing well again, said Reza Karim, assistant fund manager, Fixed Income. Inflation had come down from 25% last year to 9%. The central bank had managed to cut rates by 750bps, which restarted the debt-fuelled (...)
Strategy,
October 2019
Trend reversals briefly halted the CTA rise
Despite the escalation of trade tensions during the third quarter, economic activity has remained quite resilient. Macro data releases even managed to beat expectations in the U.S. and in Japan, leading to a sudden rise in bond yields over the course of (...)
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Equities head for choppy ride as higher yield market takes hold