Nadia Grant: "US stocks are attractively valued in relation to other markets"
As the Nasdaq broke the 5,000 mark for the first time since 2000, Nadia Grant, US equities fund manager at Threadneedle Investments, explains in the Q&A why she believes that US stocks are attractively valued in relation to other markets and why they will gain support (...)
Yves Choueifaty : "Our Smart Beta strategy is designed to maximize diversification of any given investment universe"
According to Yves Choueifaty, Founder and President of TOBAM, The main advantage of the TOBAM’s Anti-US Credit Benchmark® is to build a portfolio without "bias" towards highly indebted issuers or those belonging to a particular (...)
Jad Comair : « We have much more interesting entry points to our dividend Futures strategies than those of our competitors in other asset classes »
Spin-off of the trading department of Société Générale, Jad Comair and his team have created Melanion Capital in order to provide investors with a new source of return on an innovative asset class , dividend Futures.
Philippe Goubeault : « We could replace a benchmarked fund by a ’Smart Beta’ index »
According to Philippe Goubeault, CFO of Agirc Arrco, ’Smart Beta’ strategies can already be part of the asset allocation program of Agirc and Arrco even if their current weight in existing portfolios is not significant (...)
Philip Tindall : « We see further development of non-market cap approaches in bonds »
According to Philip Tindall, senior investment consultant at Towers Watson, there has been a lot of interest in smart betas area, and investors are beginning to allocate assets - Towers Watson’s clients have invested more than (...)
Sharply rising energy prices are pressuring politicians to react. Last week the European Commission called for an overhaul of the electricity market following price increases in excess of 20% in a single day in France. The European Commission is talking tough but is offering (...)
Pension funds/institutional investors plan to reduce exposure to fixed income assets - pessimistic about future performance
Global bond markets have suffered significant losses in recent months, and with rising inflation and interest rates expected to increase, 43% of pension funds and other institutional investors expect performance to deteriorate further over the next 12 months – some 13% expect (...)
Mark Nash and Huw Davies assess the prospects for global growth in an environment of heightened geopolitical tensions, rising inflation and interest rates and China’s zero-Covid policy.