Allocation & Trend
All the articles related to institutional allocation and trends
Allocation & Trend
Opinion,
January 2021
Inauguration Day 2021 – What is the outlook for US Equities and markets?
Understanding how individual companies are likely to perform in an environment dominated by the major themes that we have identified is likely to yield significant opportunities over the coming quarters and years.
News,
January 2021
Hedge funds increasingly active in bitcoin
While the bitcoin bull run in 2017 was largely driven by retail investors, the 2020 surge appeared to be driven by a wider set of investors, including institutionals.
Opinion,
January 2021
Can Thematic Investing provide investors with growth opportunities in uncertain times?
CAMRADATA’s latest whitepaper on Thematic Investing, considers the role this type of investing can play in asset management and explores trends that can permeate society and traverse sectors.
Interview ,
January 2021
Jean-Charles Bertrand: "We favor defensive assets, such as safe-haven currencies and CTA-type hedge funds"
According to Jean-Charles Bertrand, Head of Multi Asset at HSBC Global Asset Management, institutional investors should turn to defensive assets, such as safe-haven currencies and CTA-type hedge funds, rather than opting for sovereign (...)
Opinion,
January 2021
No alternative to equities
While political risk, a second Covid-19 wave, lower economic activity and suppressed inflation might trigger a short-term sell-off, in the medium term a high equity risk premium and low rates will support equities
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