Allocation & Trend
All the articles related to institutional allocation and trends
Allocation & Trend
Strategy,
February 2022
We have reduced our equity exposure through option strategies
Samir Saadi, Multi-Asset Portfolio Manager of CPR AM explains that he started the year heavily invested in equities to capture the good momentum of this beginning of the year. Convinced that the year would be special, CPR AM introduced optional hedging (...)
Opinion,
February 2022
Chinese New Year - Year of the tiger: a focus on prosperity and productivity
As we move through 2022 we can expect an interesting year for China’s equity market given the pledge by the People’s Bank of China (PBoC) to use monetary tools to spur the economy and boost growth. The US and China are set to spend the year diverging on monetary (...)
Opinion,
January 2022
Chinese new year: Three reasons why china could roar in the year of the tiger
As the rest world grapples with tighter monetary policy, China is on different easing trajectory, which should be supportive for stocks. It is likely that we are at, or past the peak of regulatory reform. Current valuations provide exciting entry points and (...)
Opinion,
January 2022
US equities: three themes to watch in a discriminating year
2022 will be a new year in more ways than one. After more than a decade of monetary stimulus, the US Federal Reserve has signaled that it will raise interest rates and reduce support for the economy and asset prices.
Opinion,
January 2022
Monetary policy and the yield curve
Edward Al-Hussainy, Senior Interest Rate and Currency Analyst at Columbia Threadneedle Investments on monetary policy in 2022 and its implications for rates and the yield curve.
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Equities head for choppy ride as higher yield market takes hold