All Active articles – Page 16
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White papersActive management to find yield in fixed income
Unprecedented monetary and fiscal measures by central banks and governments have installed a low-yield/low-volatility regime in developed bond markets. As investors search hard for yield, senior investment strategist Daniel Morris discusses the prospects for fixed income markets with Dominick DeAlto, chief investment officer fixed income.
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White papersCLOs: Looking Down the Road to Recovery
CLOs rallied in the second quarter as liquidity returned and supply/demand dynamics began to normalize. While opportunities have emerged—particularly in high-rated tranches and new issue BBs—active management is key.
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White papersMarket weekly – Seize the opportunities with active equity strategies
After the recent strong rally in developed equity markets, senior investment strategist Daniel Morris and Guy Davies, chief investment officer active equity strategies, discuss the outlook and where we see opportunities.
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White papersThe Data Science Revolution
How the new richness and accessibility of data, and advances in data science, are enhancing both quantitative and traditional fundamental investment research—and sparking a revolution in active management.
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White papersEquity Portfolio Construction: Filling the Gap Between Alpha and Beta
Separating equity alpha and beta is a good first step—but could investors be doing more in the space left between them?
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White papersSimply Put(Writing)
PutWrite strategies can improve the risk-return efficiency, liquidity, flexibility and cost-effectiveness of investor portfolios.
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White papersTargeting positive returns in an uncertain climate
A decade after the global financial crisis, the uncertain economic conditions it ushered in continue to starve Europe’s investors of returns
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White papersPartners Group: gaining from long-term tailwinds
Private markets, including equity and debt, infrastructure and real estate, stand out as a high-margin part of the asset management sector that is still expanding, with returns higher than those delivered by public markets.
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White papersCapitalizing on an inefficient market - The case for active REITs
When it comes to choosing ‘active’ versus passive management in REITs, the proof of ‘why active’ is in the results.
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White papersEuropean Smaller Companies: An Evergreen Growth Opportunity
In this Q&A, Nick Williams, Barings’ Head of Small Cap Equities, discusses the opportunities his team is seeing in the current environment, and explains why an active approach, combined with rigorous, bottom-up stock selection, is key to identifying high-quality companies.
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White papersA Guide To Responsible Investment Ratings At Columbia Threadneedle Investments
Our proprietary responsible investment (RI) ratings provide our global investment team with a robust responsible investment framework and enhanced analysis of over 5,500 companies around the world.
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White papersResponsible Investment Quarterly Q4 2018
Cloud computing, machine learning and the potential of the, as yet, relatively untapped field of data science have been rapidly rising up the agenda of the investment world. In an industry that is undergoing seismic changes, the capabilities, reach and efficiencies that data science innovation offers have potential to play an important role
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White papersThreadneedle (Lux) European Social Bond Fund - Annual Social Impact Report
The Fund, the first of its kind in Europe, aims to deliver both a financial and a social return by investing in corporate bonds across Europe. It has a clear focus on supporting positive outcomes for individuals, communities or society as a whole.
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White papersRedefining Value: A Modern Definition
Performance leadership in the decade long U.S. equity market cycle is and continues to be growth stocks. Value has significantly underperformed for several years. Principal proprietary factor timing models signalled an opportunity for value exposures in December and we believe it is time to discuss portfolio implementation to take advantage of the potential value opportunity.
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White papersRobustness, Flexibility and Opportunism in Late-Cycle Investing
When the market starts to anticipate the next downturn, in our view it does not necessarily pay to beat the rush by adopting an underweight in risk assets. While the late stage of the cycle is a time of corporate balance-sheet deterioration, that buildup of leverage can propel a final burst of earnings expansion.
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White papersSome great companies and attractive valuations offer opportunities in Europe
Following strong performance in 2017, European markets retreated in 2018 – a sell-off that was markedly similar to the 2015-16 downturn, when industrials, miners, banks, commodities and emerging markets plummeted by 30% or more
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White papersRiding the shared economy wave
Pioneers of peer-to-peer economies such as Uber and Airbnb are changing consumer behaviours and disrupting industries from travel to finance. There will be winners and losers
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White papersLessons from a decade of bank bailouts
Both the US and the UK moved fast to clean up bank balance sheets – Europe, however, delayed and so will face the next downturn from a weaker position
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White papersEurope’s ‘shrinking state’ offers investor opportunities
Private sector efficiency can result in a good deal for both the public and investors
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White papersResponsible Investment Quarterly
The contents of this issue, covers Q4 2018.
Foreword from Iain Richards, Head of Responsible Investment
Portfolio Manager Viewpoint – Investing for a changing world: a sustainable equities outlook, by Pauline Grange, Portfolio Manager, and Rose Beale, Thematic Analyst.
A new age of infrastructure, by Ingrid Edmund, Senior Portfolio Manager
Airports flying high: a social perspective, by Ben Kelly, Senior Thematic Analyst
SASB update: codification of standards, by Mac Ryerse, Lead Analyst (US), and Chris Anker, Lead Analyst (EMEA)
