June 2011
Opinion Precious metals : « We are still in the supply deficit »
Despite the recent large sell off in commodities, Lauren Romeo, lead manager on the Legg Mason Royce Smaller Companies Fund, remains bullish on the long-term prospects for precious metals.
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June 2011
Opinion The never ending story
The fall-out from the Lehman default in 2008 should remind everybody that a negative feedback mechanism into other parts of the financial system and the real economy can create a negative-sum game for all parties (...)
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May 2011
Opinion New world order: three central economic theses
According to Johannes Müller, Chief Economist of DWS Investments, the next ten to twenty years will bring 3 major changes: higher rates of inflation, weaker importance of the U.S Dollar and an increase in market (...)
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May 2011
Opinion Greece: awaiting the inevitable
The credit default swap market is pricing in a 65% probability of a default within the next five years.
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May 2011
Opinion Mathematical models in finance and embedded risk underestimation
The statistical assumption of normal (log-normal) distribution of stock returns (prices) is not that strong and tail events’ occurrence is largely undervalued. Nevertheless, this modeling framework has been widely used for strong (...)
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May 2011
Opinion What is “risk free” ?
Would it be conceivable that top-quality corporates can take over the baton of being the “risk free” investment of choice? Nestle default protection is cheaper than German sovereign protection and Wal-Mart default protection is cheaper than United States sovereign (...)
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May 2011
Opinion What alternate solutions to multi-management?
Active multi-management has been strongly criticized by some investment professionals who would rather use either passive index management or single-stock management. Emmanuel Regnier, allocation manager at CCR-AM, shares with us his assessment of the true cost of theses (...)
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April 2011
Opinion Technology stocks a compelling investment opportunity
Frank Gannon, principal and assistant portfolio manager at Legg Mason affiliate, Royce & Associates, believes discounted technology stocks currently offer investors a compelling investment opportunity...
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April 2011
Opinion Japan : local or global effect?
According to Franck Nicolas, Head of Global Asset Allocation & ALM at Natixis AM, all the effects of this catastrophe are, at present, difficult to quantify but do not necessarily compromise global growth
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April 2011
Opinion The monetary policy crapshoot
One of the key factors driving the relentless move up in equity markets has been the massive surge in liquidity supplied by central banks. One of the biggest risks in the second quarter is whether the liquidity tailwind turns into a headwind for (...)
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March 2011
Opinion Look to Smaller Emerging Markets to Boost Returns
According to State Street Global Advisors’ Active Emerging Markets investment team, the rise of emerging markets is more than just BRIC story.
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March 2011
Opinion High yield bonds offer new opportunities for returns
Todd Youngberg, Global Investment Director – Fixed Income and Head of High Yield Investments at Aviva Investors, provides his views on the outlook for high yield bonds and the opportunities that the asset class has to (...)
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March 2011
Opinion To predict or to adapt?
According to Fabrice Foy, Quantitative Analyst at CCR-AM, we should do the exact opposite of the classical theory: the stock price does not reflect fundamentals, and if it deviates from its fundamental value, it does not necessarily tend to revert (...)
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March 2011
Opinion Asset management: How to interpret managers awards?
One needs just to visit the premises of an asset management firm or to browse its website to find trophies and awards proudly displayed. What credit should be given to these awards?
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March 2011
Opinion Oil markets to barrel forward in 2011
The energy sector is turning a corner and we are at the early stages of a new upward cycle in oil markets, according to Robin Batchelor, manager of BlackRock’s BGF World Energy Fund...
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