Allocation & Trend
Strategy,
May 2021
CTAs add value in the new correlation regime
With bond yields facing upward pressures as the global economy heats up, finding diversification across traditional asset classes has been increasingly difficult. Equity valuations, which were propelled by low interest rates in the past decade, are vulnerable in the face of (...)
Opinion,
May 2021
Covid-19 index: when might life return to ‘normal’?
As one of the world’s largest economies the US is a key focus for investors. With every country attempting to return to normality following the coronavirus pandemic, we are monitoring when US economic activity might get back on track, as well as other measures of “normality” (...)
Video,
May 2021
Consolidation risks seem high at current levels
CPR Asset Management has introduced optional hedges in its portfolios and has started to marginally reduce its net exposure to equities. The management company nevertheless retains a bias favorable to the value segment, the potential of which remains significant in its (...)
News,
May 2021
Investing in Tech Giants with Evolve ETFs’ FANGMA ETF tracking Solactive Index
Recently, the FANG-gang admitted two new members, Microsoft and Apple, in their prestigious club, effectively forming FANGMA. Evolve ETFs, one of Canada’s fastest-growing ETF providers, now released a new ETF including these six FANGMA (...)
Strategy,
May 2021
Japan Could Win a Medal in the Recovery Race
A strong manufacturing base and changing attitudes toward shareholder value could mean the world’s capital heads to Japan, even if the world’s sports fans cannot. The analysis of Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, Neuberger (...)
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Equities head for choppy ride as higher yield market takes hold