Allocation & Trend
Opinion,
April 2016
On the uncertain future for money market funds
In the face of the low money market interest rates, returns offered by investments in money markets products have been declining steadily. While money market fund managers managed to turn in slightly positive performances in 2015, this could prove more daunting in (...)
Opinion,
April 2016
Oil : turning point is at hand
Roberto Cominotto, Investment Director for energy equities at GAM, is convinced that a sustainable turning point in the oil market is within reach, thanks to the decline in US production.
Opinion,
April 2016
Bank of Japan: the impossible task
The governor of the Bank of Japan (BoJ), Haruhiko Kuroda, was given a clear mandate by the Prime Minister in 2013, to end the deflationary pressure which had been weighing on the country since 1998. In order to do so, the governor implemented an ultra-aggressive monetary (...)
Pedagogy,
April 2016
Performance fee impact
These fees are far from being insignificant for investor returns. According to Duncan Wilkinson, CEO of Alpha Simplex, more and more hedge fund managers, especially in the United States, have decided to offer products without any performance fees; a trend that should (...)
Opinion,
April 2016
EM equities: positioning and opportunities
?Glen Finegan, Head of Emerging Market Equities, provides a detailed update on the Henderson Emerging Markets Strategy, covering recent market drivers, performance and activity, and his outlook for the asset class.
|
|
|
2017 outlook: China equities 