A contrarian’s guide to the 2017 equity marketSubscription
The turn of the calendar ’s page to a new year is a time to reflect on the prior 12 months and also to look ahead. It seems like a long time ago now, but as 2016 began, stocks and other higher-risk assets initially sold off.
Fixed income high yield financialsSubscription
High yield bonds issued by financial sector companies, including Contingent Convertible bonds (CoCos), have become a stand-alone asset class.
Q1 2017: Market OutlookSubscription
REIT Managers and the Active AdvantageSubscription
Should you simply take what the market gives, or strive for more? It depends. Passive index funds may work well for certain investments, but REITs are one area where active managers have historically given investors an advantage.
Robeco has published a new Insight Report which explores the UK market’s sustainable investing landscape and the key themes driving its evolution from an asset owner’s perspective.
Global Macro Ahead in Quiet Start to the YearSubscription
Ahead of the U.S earnings season, markets have taken a breather. This is in stark contrast with the beginning of 2016, when U.S. equities experienced their worst start to a year on record.
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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
What a difference a month makes. With the previous indicator poll taken days before the US election, these results illustrate how managers have digested markets’ reactions to the outcome. If the pre-election responses could be described as cautious, post-election sentiment could be described in the increasingly familiar tone of the newest world leader, as “really, really amazing”....read more