All Active articles – Page 23
-
White papers
Growth Spurt for Active Managers
US growth stocks surged in the first half of 2017, fueled by mega-cap technology companies. Active managers of growth portfolios have done especially well, reinforcing the case for stock-picking strategies.
-
White papers
In Credit: Government lifeline for Venetian banking gondola
It was a quiet week for core government bond markets with yields broadly unchanged.
-
White papers
Asset Allocation Update: UK earnings forecasts unchanged despite headwinds
Developments in the UK have led us to renew our focus on the region in recent weeks, amidst the start of Brexit negotiations and the general election.
-
White papers
In Credit: ‘Alexa...Buy me Wholefoods’
The US bond rally continues – fuelled by a lack of inflation.
-
White papers
Evidence Supports Active Equities in Emerging Markets
Passive investing strategies continue to attract big money. But think carefully before choosing to track a benchmark in emerging markets (EM). Active managers offer several clear benefits for equity investors in the developing world.
-
White papers
The Truth Behind the Passive Muni Ladder
On the surface, passive municipal ladders seem like a sensible investment. Simple. Easy. Cheap. But the numbers don’t lie.
-
White papers
In Credit: ‘This is what it sounds like when doves cry’
It was a rather mixed week for core government bonds. After this week’s dovish ECB meeting the market now expects European interest rates to remain in negative territory for the next three years (see chart of the week).
-
White papers
Markets look to a potential softer Brexit but volatility on the rise
Clearly, following the result of the UK general election, the political way forward is difficult.
-
White papers
In Credit: US surprises to the downside...
Core government bond yields remain on a downward trend as US economic data continues to surprise to the downside and there remain few signs of accelerating inflation.
-
White papers
Asset Allocation Monthly: May 2017
We have recently increased our equity rating to favour from neutral on the back of lower political risk and positive earnings developments.
-
White papers
The emerging markets cloud receding
As US rhetoric on trade protectionism softens, investors are focusing on emerging markets’ fundamental attractions once more as productivity improvements and fast-growing young populations are driving superior economic growth.
-
White papers
University bond issues: Making the grade
Guillaume highlights that our top UK universities are among the best in the world, making their bonds potentially attractive investments.
-
White papers
Don’t let interest rate risk keep you out of fixed income
Fixed income investors tend to focus on interest rates and worry that when interest rates rise the value of bonds goes down.
-
White papers
How should investors approach US infrastructure?
Improving and expanding US infrastructure involves more than building roads and bridges.
-
White papers
Trumponomics: What could go right?
When it comes to policy, there are things that can go right and things that can go wrong – particularly so with Trumponomics.
-
White papers
In Credit: Honey, I shrunk the market...
The Federal Open Market Committee (FOMC) minutes confirmed that, as expected, there will be a rate hike in the US next month.
-
White papers
Conversations with Investment Managers - Futures versus ETFs
Aite, an independent research firm, put together an in-depth report on whether to trade futures or ETFs to replicate S&P 500 returns and other U.S. stock market performance.
-
White papers
In Credit: Macron sweeps to victory
Core bond yields edged modestly higher in the last week faced with a more hawkish US central bank; robust employment data; and an easy victory for Macron in the French election.
-
White papers
Technology and retirement: Shifting opportunities
Technology has made it possible for us to live better, longer, more meaningful lives. And that’s cause for great optimism and positivity.
-
White papers
Trump unnerves Asia
The new US administration’s trade and foreign policy threatens to unsettle relations with Asia-Pacific nations. It is commonplace to say that the election of President Donald Trump has created uncertainty and nervousness among both US’s allies and its rivals.