Strategy
All article related asset management strategies
Single Strategy
Strategy,
November 2017
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 (...)
Opinion,
October 2017
Corporate bond opportunities in a late-cycle market
According to Alasdair Ross Head of Investment Grade and Senior Portfolio Manager, EMEA, Global corporate portfolios offer issuer and security selection alpha potential over and above that found in US Dollar, Euro and Sterling only (...)
Opinion,
September 2017
Gold, mines and natural resources: Acceleration in momentum
After testing the $1200/oz. support in early July ($1204.7/oz. on 10 July), the gold price once again took on the psychological resistance level of $1300/oz. It brushed up against this barrier once, on 18 August ($1301/oz.), but not until late in the month did it cross it at (...)
Strategy,
September 2017
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 (...)
Strategy,
September 2017
Time to Protect your Gains
How clients can protect investments and maintain upside potential, explains Nannette Hechler-Fayd’herbe.
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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 (...)
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 (...)
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 (...)
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.
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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