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Strategy, September 2015

The market’s focus on risks to EM from slower Chinese growth creates opportunities for stock pickers

According to Ross Teverson, Head of Global Emerging Markets Strategy at Jupiter, market is overly focused on risk rather than opportunity, EM valuations already price in a very negative scenario and recent weakness has created the opportunity to invest in positive long-term (...)

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Strategy, August 2015

Guardians reaffirm NZ super fund’s weighting to growth assets.

Reference Portfolio stays at 80% growth, 20% fixed income; 5% allocation to New Zealand equities retained.

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Strategy, July 2015

Bond market headaches: The Fed and Greece but select opportunities remain

A cagey US Federal Reserve and unfinished business in Greece will likely continue to unsettle the credit markets, but Australian government bonds may offer one route to mitigate risk, and select opportunities exist in countries such as Cyprus and India, according to Ariel (...)

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Strategy, July 2015

Real money, real risk

“A billion here, a billion there, and pretty soon you’re talking real money.” Used for decades to describe the perceived high and ever-increasing level of government expenditures, this memorable phrase of unclear origin may also offer insight for those building investment (...)

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Strategy, July 2015

Going neutral on equities

It is time to take a neutral stance on equities as company earnings don’t keep up with share price rises and volatility is expected to get worse, says Robeco’s head of asset allocation.

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Multi-Management

Strategy, September 2011

Which strategies to privilege in an environment of extreme risk ?

A convex strategy seems to better correspond to long-term investors in terms of preference structures, potentially ready to give up some of their earnings to avoid losses that would be difficult to handle from an emotional point of (...)

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Strategy, August 2011

Currencies: The investment theme of the next decade?

A wind of change is blowing on the international monetary system, which could start a new chapter of its history. Investment Strategy Specialist at ING Investment Management, Vincent Juvyns presents current issues and explains how they can be an investment (...)

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Strategy, August 2011

Investing during market turmoil

The idea that considers equity investing as long term has simply become absurd nowadays and has been so during the last 10 years. Let us be reassured. Opportunities will still be around. The only real question nowadays is how to allocate between real assets and financial (...)

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Strategy, June 2011

Making good use of the drop in correlation through equity arbitration

Despite fairly divergent hedge fund trends in the second quarter, SG Private Banking’s strategists remain positive but have a preference for Relative Value and Event-Driven.

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Opinion, May 2011

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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