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January 2017

News CTAs Move Higher At The Turn of The Year

It would be an understatement to say that active investing has been challenged in 2016. Political risks loomed large and the switch from deflation fears to reflation hopes in H2 led to sizeable trend reversals across the board. This took most investors by (...)

January 2017

Opinion Positioning portfolios for 2017

We see reflation ? rising nominal growth, wages and inflation – accelerating globally in 2017, led by the U.S. This theme is central to how we suggest positioning portfolios for the coming year, including our preference for value stocks over bond (...)

January 2017

News GIC completes €2.4 billion acquisition of P3 - one of the largest property deals in 2016

GIC, Singapore’s sovereign wealth fund, has completed the purchase of P3, one of the a leading pan-European owners, developers and managers of logistics properties, from TPG Real Estate and Ivanhoé Cambridge...

January 2017

News S&P Global Announces Agreement to Sell QuantHouse

S&P Global announced it has entered into a definitive agreement to sell Quant House SAS (QuantHouse) to a company owned by Pierre Feligioni, one of QuantHouse’s original founders. The terms of the transaction were not (...)

January 2017

Opinion Generali Investments’ 2016 Year Review: European High Yield Bonds

For the European high yield bond market, 2016 was marked by three distinct phases and some defining moments. In contrast to normally favorable seasonal trends, the beginning of the year saw an abrupt sell-off which lasted for the first forty days on the back of a global (...)

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