With its economy on solid footing and companies focusing more on shareholders and corporate governance, Japan offers attractive opportunities for equity investors.
European social bond strategySubscription
A European credit strategy with an innovative social focus that unlocks the full potential of corporate bonds to deliver both financial and social returns.
Municipal Bond RisksSubscription
In recent years, European investor engagement with Responsible Investment (RI) has gathered momentum. Some of this growth could be a result of the open and proactive attitude to RI among European policymakers and institutions. But impact investment has also soared in popularity as European investors have begun to consider the effects of their invested capital more deeply.
Outlook: Hitting the TargetSubscription
Although not ‘all weather’, the standard asset allocation approach has served investors well. However, it is time for a rethink: the 60-40 model of a balanced portfolio of stocks and bonds no longer looks fit for purpose. GAM’s Head of Investment Solutions and Chief Economist Larry Hatheway explains why.
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Each month IPE surveys around 100 asset managers with one or more European segregated mandates for their predictions for equities, bonds and currency markets in the next 6 to 12 months
Despite rising geopolitical tensions, there was no corresponding rise in negative sentiment in the most recent survey period. That does not mean there were no changes in sentiment trends; only that shifts were mostly slight. Perhaps it is important to put quiet times in perspective, however. Just as an ocean’s tidal shift can occur almost imperceptibly, the power behind the change can be immense....read more