Opinion
Opinion,
May 2015
The Productivity Puzzle
An increasingly hotly debated topic with respect to the medium-term outlook for both the economy and markets is the increasing signs of a trend fall-back in productivity growth in DM economies. Shortly put, lower productivity growth leads to lower economic growth, increased (...)
Opinion,
April 2015
Combining Active and Passive management in a Portfolio
In recent years, long-held ideas on portfolio construction have been called into question. Investors can now choose from a range of “smart beta” strategies, offering exposure to market risk premia in a systematic, transparent fashion. Where does the dividing line between (...)
Opinion,
April 2015
No plan B for the brazilian economy
The Brazilian economy is in dire straits. However, if the government moves forward with fiscal austerity, the economic and political crisis can be overcome, thinks portfolio manager Daniela da Costa-Bulthuis. Crumbling political support could certainly still throw a spanner (...)
Opinion,
March 2015
Dollar strength tips Fed towards later rate rise
Keith Wade, Chief Economist & Strategist at Schroders, still believe that rates need to rise as the economy is getting back to normal with unemployment near equilibrium and credit growth resuming. However, the Fed is clearly happy to be cautious and keep the liquidity (...)
Opinion,
March 2015
The broadening impact of technology on society
According to Sebastian Thomas, Head of US technology research and portfolio manager at Allianz Global Investors, artificial intelligence, robotics, self-driving cars, biotechnology, targeted medicine and many other innovations will ultimately impact all facets of our (...)
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Alternative risk premia weathering Brexit storm well