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October 2011

Strategy Bond market: Investment opportunities on yield curves

Anticipations on future monetary policy and risk aversion linked to systemic threats create investment opportunities on the yield curves of US and Euro bonds. However, those opportunities cannot be seized before two fundamental questions have been (...)

October 2011

Opinion During times of uncertainty on the markets, SRI sheds some light on good quality companies.

We often hear that during times of uncertainty on the financial markets, investment decisions are much more driven by market psychology and by macroeconomics than fundamental analysis on listed companies. It is only partly (...)

October 2011

Strategy Management of hedge fund portfolios during crisis periods: the contribution of systematic overlays

The implementation of systematic overlays can be considered as an alternative to short-term rebalancing of hedge fund portfolios, or as an active component of alternative allocations.

October 2011

Opinion European equities: Think big!

The current trend on european small cap will continue, reversing a period of almost ten years in which small caps performed better than large caps. In the period ahead investors should think big, focussing on large companies with fat balance sheets and generous (...)

October 2011

Innovation DWS Investments launches DWS Invest Emerging Markets Top Dividend Plus in France

The DWS Invest Emerging Markets Top Dividend Plus fund offers an emerging market equity strategy combined with the opportunity for current income

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