November 2017
Strategy Investors are not complacent in assessing risks
Markets have been remarkably resilient to political shocks, so are investors getting complacent? No, says Jaap Hoek in Robeco’s new five-year outlook.
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November 2017
Strategy Will Passive Save Active?
According to David F. Lafferty, CFA®, Senior Vice President – Chief Market Strategist at NGAM, the pressures exerted by passive indexing are forcing active managers to tackle longstanding sources of inefficiency and underperformance. By setting more appropriate fees and (...)
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October 2017
Strategy Absolute returns in all environments
Tim Haywood, investment director for absolute return fixed income strategies, shares his views on the current macroeconomic environment and opportunities in the bond markets.
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September 2017
Strategy Concentrated long-short investing to achieve absolute return
According to Amit Kumar and Ashish Kochar, US Equity Portfolio Manager at Columbia Threadneedle Investment, investor caution on market outlook places increased focus on generating alpha. Long-short equity portfolios have the potential to generate greater alpha as individual (...)
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September 2017
Strategy Time to Protect your Gains
How clients can protect investments and maintain upside potential, explains Nannette Hechler-Fayd’herbe.
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September 2017
Strategy Five reasons to hold technology stocks
Technology breakthroughs herald a new era in the way we live, work and relate to each other. Five key trends explain why investors should consider holding technology stocks.
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July 2017
Strategy Tim Albrecht and DWS Deutschland: celebrating 15 years of success
It has been 15 years since Tim Albrecht assumed responsibility for the DWS Deutschland fund. In July 2002, the volume of the equity fund, which had been badly battered by the tech bubble, stood at a mere 200 million euros. Today, investors entrust seven billion euros to the (...)
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July 2017
Strategy Anne Le Borgne : “Our international equity thematic fund, Amundi Funds CPR Global Lifestyles aims to tap into the boom in multi-generational well-being.”
Well-being and self-actualisation are structural societal trends whose growth potential CPR AM, a well-regarded thematic manager, wants to tap into.
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July 2017
Strategy Swiss Re among first in the re/insurance industry to integrate ESG benchmarks into its investment decisions
Swiss Re announced that it has already consistently integrated ESG considerations into its investment process since the start of 2017.
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June 2017
Strategy Don’t give up on duration
With interest rates likely to remain low for the foreseeable future, investors continue to face the dilemma of how to achieve a good level of income while carefully managing their risk exposure.
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May 2017
Strategy Should we still play reflation trades?
Since Donald Trump was elected, investors have gradually been reassured on their fears on deflation, growth in emerging markets, and uncertainties on the euro area, which had dented appetite for risk between end-October 2015 and mid-February 2016. They therefore played the (...)
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May 2017
Strategy Industry 4.0: The new industrial revolution is under way
Data, digitalisation and connectivity of means of production have led to considerable advances in industry in recent years. on top of productivity gains and shifts in production modes, this trend is disruptive in the way in which it will completely alter some sectors of (...)
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May 2017
Strategy How can we extract value from bond markets?
According to Pascal Gilbert, Head of Fixed Income, La Française, Bond markets are facing historically low yields, and this ongoing situation leaves, in theory, little room for a further appreciation in bond prices.
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April 2017
Strategy Low volatility, the hidden factor
Robert Haugen, who discovered the low-volatility anomaly in 1972, wrote numerous articles and books to try to popularise what he called the ‘hidden factor’. To some extent, it was only the advent of smart beta investment strategies that turned his dream into reality, as low (...)
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April 2017
Strategy Momentum, the unloved factor
Momentum is unloved: being a good follower is rarely seen as a strength, and few asset managers would brag about using momentum as an investment factor, even though they know that ‘the trend is your friend’. Part of this unpopularity comes from the fact that momentum is a (...)
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