Allocation & Trend
All the articles related to institutional allocation and trends
Allocation & Trend
News,
September 2016
CTAs Rally as the Greenback Loses Luster
In our previous report we commented on the respective stance of Macro and CTA managers on the US currency and signaled we were more comfortable with the bearish USD stance of CTAs. We maintain that view, despite the latest comments from Boston Fed President (...)
Strategy,
September 2016
Who is buying US equities ?
While the S&P 500 continues to brush up against its all-time highs and valuations remain relatively rich, we consider below the profile of US equity investors in light of the different sources of information that are available. First, note that the excess demand is not (...)
Strategy,
September 2016
Climate change : a challenge for equities ?
According to Anne-Claire Abadie, Portfolio Manager - SRI, Allianz Global Investors, Climate change is a reality we can no longer ignore. In the wake of the COP21 held in Paris last year, assets owners and investors are now wondering about the possible impact of this new (...)
Strategy,
September 2016
Emerging Markets: Is now the right time?
After years of difficulties and underperformance, emerging market (EM) assets have the makings of a potential turn-round. Here I explain our strategists’ long-term positive view on EM currencies and bonds, using our investment strategy process focusing on the three aspects of (...)
News,
September 2016
Monthly European ETF Market Trends - August 2016 in brief
European ETF Market flows slowed in August 2016. NET NEW ASSETS (NNA) during this month amounted to EUR4.7bn, still 21% above the one-year monthly average level. Total Assets under Management are up 7% vs. the end of 2015, reaching (...)
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