November 2018
Strategy Jupiter backs financial innovation with fund rebrand
Managed by financials veteran Guy de Blonay since 2015, the Jupiter Global Financials fund is being repositioned with the aim of continuing to take advantage of the digital transformation of the financial services sector – a structural shift the manager views as an (...)
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October 2018
Strategy Disciplined bottom-up quality growth stocks outside of the usual suspects
The US bull market is officially the longest on record since World War II surpassing the 1990, 2000 and 2007 peaks. It is hard to imagine the music won’t skip a beat in the face of rising rates, shrinking central bank balance sheets, curtailing liquidity, trade spats, wage (...)
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September 2018
Strategy How I learned to stop worrying and embrace the “vol”
According to Christopher Gannatti, Head of Research, WisdomTree, the lesson here for investors is the potential to embrace volatility. Where a rising VIX typically equates to a short-term equity sell-off, EM investors who have used the dips as buying opportunities (...)
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September 2018
Strategy Higher volatility puts Low Beta strategies in asweet spot
With the U.S. equity market under selling pressure in early September, the MSCI World has registered its worst week since late March, down almost -1.5%.
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June 2018
Strategy Stockpicking strategies remain in the driving seat
Market developments in May saw some trend reversals across the fixed income and commodity space. On the one hand, the unfolding of the Italian political crisis coincided with a rebound of U.S. Treasuries during the second half of May. On the other (...)
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March 2018
Strategy Survival of the fittest: adapting to complex markets
With monetary tightening expected, investors will need to consider the sensitivity of their equity portfolio to sovereign bonds and protect it as far as possible through active stock selection and sector allocation.
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March 2018
Strategy Time to reinforce neutral fund allocations
We think it is time to strengthen L/S Neutral funds allocation. While they faced months of challenging transversal stock rotations, we expect their environment to improve for several reasons.
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March 2018
Strategy Not the start of a bear market
According to Mohit kumar, Global Head of Rates Strategy, Crédit Agricole CIB, thus a rate sell-off from current levels becomes self-defeating. If rates sell-off further, it would trigger a sell-off in risky assets which would in-turn create a bid for fixed (...)
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March 2018
Strategy Lombard Odier Investment Managers backs Alternatives Strategy with Sustainability Focus
Lombard Odier Investment Managers (‘Lombard Odier IM’) announces the appointment of Arnaud Langlois to launch a global equity long/short investment strategy with a sustainability focus.
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March 2018
Strategy Does a liquidity factor premium exist in the stock market?
Academic studies present ample evidence in support of the existence of four factor premiums in stock markets: Low Risk, Value, Momentum, and Quality. Factor investing puts these concepts into practice by enabling investors to allocate their capital explicitly to these (...)
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February 2018
Strategy Back to normality
We remain constructive for equities, due to the synchronized global recovery, which we expect to underpin strong earnings growth. Given that until recently, investor sentiment was near record highs, we think that some sort of correction was indeed (...)
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February 2018
Strategy Outperforming in Asia with boots on the ground
Arnout van Rijn and Victoria Mio attribute the success of their flagship equity strategies to opening an office in Hong Kong in 2008, enabling local access to the companies in which they invest. They previously managed the strategies as part of the emerging market equities (...)
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January 2018
Strategy Under the bonnet: Key trades within Neuberger Berman’s unconstrained fixed income strategy
How will extreme levels of monetary policy accommodation eventually be unwound? Are the reflationary, pro-growth elements of President Trump’s agenda alive or dead? When will a long forecasted increase in government bond yields materialise? What is the impact of a wildcard (...)
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January 2018
Strategy Asset allocation: American vertigo
November’s leading indicators show a fresh short-term acceleration in the world economy beyond the 4% mark. This growth pace is well above potential (3.5%) and should lead to renewed inflation and validate the tougher stance on monetary policy across most developed (...)
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December 2017
Strategy How does ‘quantamental’ fit with factor investing?
‘Quantamental’ is a relatively new portmanteau word in asset management lingo. Its creation is indicative of a trend in our industry. Quantamental is the fruit of the marriage of the quantitative and fundamental (also known as judgmental) disciplines in managing (...)
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