All Active articles – Page 22
-
White papers
Thailand adapts to a new normal
The military government has ambitious plans to reshape the country’s economy as well as its constitution.
-
White papers
Is China’s economy turning Japanese?
Three decades after Tokyo’s property bubble burst, causing severe damage, there are fears that Beijing faces a similar fate.
-
White papers
Five reasons to hold technology stocks
Technology breakthroughs herald a new era in the way we live, work and relate to each other.
-
White papers
In Credit: Beware of Greeks bearing bonds
The US Federal Reserve left interest rates unchanged last week as expected, while its statement intimated that the balance sheet unwinding process should begin soon.
-
White papers
In Credit: Calm seas don’t make good sailors
After the sharp decline in bond prices a couple of weeks ago calm seems to be returning.
-
White papers
In Credit: In the firing line...
Core government bonds ended the week little changed in spite of a backdrop of geo-political tensions, with the Korean Peninsula nuclear threat and the terrorist attack in Barcelona.
-
White papers
Are ‘linkers’ the best way to guard against inflation?
With rising UK inflation, questions are increasingly being asked about the best way to protect the real value of investments.
-
White papers
China-US détente eases investor fears
International investors have greater opportunity to benefit from China’s continued rise.
-
White papers
The beginning of India’s transformation
Events in 2017 confirm that that India is at a turning point, with Narenda Modi’s reformist BJP party winning a sweeping victory in the state of Uttar Pradesh.
-
White papers
Dynamic asset allocation in a changing world
In an uncertain investment climate, where volatility is heightened, managing risk is the key to achieving a successful investment outcome.
-
White papers
Argentina: the ‘emerging’ emerging market
Despite not being upgraded to emerging market status this year, the outlook for Argentina remains positive.
-
White papers
Why the active vs. passive debate is largely moot for European insurers
Insurance companies typically have reasonably static portfolios, which change little from year to year.
-
White papers
Putting clients first as Brexit begins
The Brexit negotiations will determine the shape of the UK’s future relationship with the European Union, setting out the structural framework within which asset managers and other businesses will need to operate.
-
White papers
Responsible Investment Quarterly: Q1 2017
Welcome to a new format for our quarterly report. 2017 is shaping up to be an interesting year. In terms of voting, we expect to see a number of areas of focus.
-
White papers
In Credit: State aid? What state aid?
Markets remained somewhat spooked by the previous week’s seemingly coordinated central bank shift in policy.
-
White papers
In Credit: Loose lips sink ships
Core government bond markets performed very poorly last week with yields rising meaningfully in most areas.
-
White papers
Factor investing for government bonds beyond duration, currency and credit risk timing
The traditional investment approaches employed to generate active returns in the government bonds market focus essentially on actively timing duration, credit risk or currency exposure.
-
White papers
Swimming Against The Tide – The Case For Active Management In US Equities
The average active manager will under- perform the market. Unfortunately, this statement is mathematically inevitable.
-
White papers
What will end the search for yield?
The search for yield appears unstoppable. Global investors’ voracious appetite for income has been a near-constant theme since the end of the financial crisis, propelling bond yields to record lows.
-
White papers
Go for consistency of returns, not spectacular returns
Colin Moore (Global Chief Investment Officer) discusses where he sees investment opportunities and risks in today’s markets, and why he thinks investors value a consistent approach to investing now more than ever.