All Active articles – Page 19
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Emerging markets: From ‘why’ to ‘where in emerging markets’
Over the years, we have repeatedly made the case for a direct allocation to emerging markets, as they are underrepresented in major global indices and under-researched by the world’s investors.
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Tariffs on, rates up... risk off
Core government bonds were the beneficiaries in a week of ‘risk-off’ trading.
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How to achieve the UN Sustainable Development Goals through savings and investments
With increasing interest from clients to know how asset managers can help them contribute to the UN SDGs, we take a closer look at some of the strategies that can be deployed to achieve this.
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Shareholder Activism: Why Should Investors Care?
Institutional investors have large and diversified portfolios with substantial company ownership and strong incentives to monitor and influence the firm’s business. Active ownership is becoming a key component of their investment process.
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Colin Moore: Absence (of market volatility) made the heart grow fonder
Investors loved the markets while volatility was absent, but now it is back it should be a salutary reminder that it is part and parcel of investing.
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Daisuke Nomoto: Japan - more tailwinds than headwinds for 2018
With GDP on a sustained growth track, supported by structural reforms and the Bank of Japan’s accommodative monetary policy, we maintain a positive outlook for the region.
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Dara J. White: Emerging Markets Outlook for 2018
Emerging markets have previously performed well in periods of rising rates, so while the macro dynamics from the US and elsewhere could be seen as a threat, they shouldn’t necessarily blow EMs off course.
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Neil Robson: Technology and demographic trends in 2018
The pace of technological change is one of the key themes of recent years, and many believe it has now grown to such a point that many believe the sector is overvalued.
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Gerry Frewin: Generating a consistent income from bricks and mortar in 2018
The UK market has continued to benefit from sustained investor in-flows.
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In Credit: A journey beginning with a single step?
The long journey to policy normalisation in Europe began last week with a barely perceptible step.
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Reaction: Italian election
The Italian election result looks messy, but we do not believe that the chances of Italy leaving the eurozone have gone up materially.
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Asset Allocation Update: New year, evolving views, same growth aims
As we move into 2018 we have spent some time evaluating the work we performed last year, as well as revisiting our current asset allocation positioning.
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Responsible Investment Quarterly: Q4 2017
On the heels of two good years in the bond market, the best days for fixed income are likely behind us.
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Holding Active Management to a Higher Standard
Data points cannot come close to telling the full story of William Blair’s approach to active management; our story is one defined by our constant evolution.
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What the recent market move means for European credit
Not a cycle reversal. We qualify the recent price actions as corrections, not as a cycle reversal. This position is mainly supported by past performance: profit taking is appealing when volatility increases.
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Market sell-off requires more emphasis on diversification
Market sell-off. After more than a year without a significant correction, equity markets declined as interest rates moved sharply higher due to concerns that inflation may be rising.
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Why China, Why Now?
The domestic Chinese equity markets are some of the largest and most liquid in the world, and they offer unique investment opportunities—yet they have been largely neglected by institutional investors.
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Is it too quiet as we head into 2018?
As we look forward to 2018, there’s an illusion of calm in financial markets. But this doesn’t mean that nothing is going on. In fact, opposing forces are simply cancelling each other out.
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Synchronised upswing in global growth drives positive equities outlook
The global economy, with the exception of the UK, is going through a period of rare synchronised expansion. Corporate profits are rising, trade is expanding, and growth is robust in the US, Europe and beyond. Asia is benefiting from this global phenomenon and a continued uplift in China.
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Fixed income playbook 2018: less risk, more diversification
On the heels of two good years in the bond market, the best days for fixed income are likely behind us. 2016 produced strong returns in most sectors, especially high yield corporate bonds, which generated double digit gains.