All Active articles – Page 26
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White papersIn Credit: Rising US rates and Dutch courage
In the US, the Federal Reserve did as expected and lifted interest rates for the third time this cycle – by 25bps to 1%.
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White papersCurrent market challenges call for an active and flexible high yield investment strategy
In contrast with favourable seasonality, the start of the year was characterised by an abrupt sell-off which lasted for the first 40 days on the back of global growth scare impacting negatively commodities prices and risky assets highly correlating in the downward movement.
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White papers[Full paper] 2017: Brave New World
Why active managers are well placed to take advantage of social, economic and political regime change.
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White papers[Summary] 2017: Brave New World
Why active managers are well placed to take advantage of social, economic and political regime change.
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White papersThe nimble and the quick: Success in the future of asset management
Being nimble in the asset management industry means having the organizational agility to adjust to markets and client needs efficiently and cost effectively. For passive managers, scale and low fees will continue to be the point of competition. For active managers, clients will require access to a diverse set of niche asset classes to provide alpha atop their passive core portfolio’s beta exposure.
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White papersActive management can add big value in small-cap equities
While the value and effectiveness of active management has been debated among investors, consultants, advisors, and academics for some time, the growth and expansion of passive investment options including index funds and exchange-traded funds (ETFs) over the past decade has added a new twist to the discussion.
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White papersSo long, bond bull market
Key drivers shaping bond markets have changed. Keeping a global perspective and knowing which macro signals to watch for can help you prepare for changes in bond yields. The world is slowing adjusting to the idea that monetary policy will transition to stimulative fiscal policy.
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White papersWhy European Institutional investors are investing in US Municipal Bonds
European institutional investors have been buying increasing amounts of the municipal bonds sold by US states and cities to fund public projects.
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White papersBehavioural Interventions Series: Paper Three Committed, Disengaged, Suspicious or Falsely Secure - What type of pension saver are you?
Saving for retirement is for most a complex and inaccessible topic, which is perhaps why many people switch off rather than engage with it head-on.
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White papersEurope: the scene is set for an(other) historic year
The rise of the populist vote will continue to dominate the political agenda in 2017 as we see elections across Europe. The risks and uncertainty involved in these votes is far more material than it has been in recent cycles.
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White papersWill 2017 herald a commodity bull market?
After commodity prices bottomed in early 2016, demand is outstripping supply once again, suggesting the next bull market may be approaching. Across commodity markets as a whole, we expect 2017 to be another positive year.
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White papersAsian fixed income: can Asian buyers conquer all?
2016 will be remembered for its political events and Asia contributed its fair share. The shock of Brexit and the US presidential election added to the uneasiness that prevailed throughout the year.
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White papersThe Big Picture: A Cost Comparison of S&P Select Sector Futures and ETFs
This report compares the all-in cost of replicating S&P Select Sector exposure via futures and ETFs across four common investment scenarios.
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White papersThe owner-operator advantage
The first thing you notice about owner-operators, whether it’s a local restaurant owner or the head of a large corporation, is the passion they have for their business.
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White papersWhy “skin in the game” may mean “out of the index”
Are you underweighted in companies with owner-operator CEOs?
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White papersWhat are investors looking for in today's investment environment?
These conflicting times of unconventional monetary policy finds investors balancing their choices in an effort to avoid the risk of capital losses; and, at the same time, avoid the regret of missing what may well be a once-in-a-generation bull market in equities.
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White papersThe Big Deal About Big Data
In the present day, we are creating more data than ever before and at an exponential rate. This information can be used for purposes that were unprecedented when data was first collected. Enhancements to technology and computing power have been critical in making sense of the data that is available globally. The growth in distributed databases, where data is stored via a centralised database across several platforms instead of a single platform, allows for highly-scalable parallel processing of vast amounts of data. This can decrease processing time by several orders of magnitude for many applications.
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White papersTaxable U.S. municipal bonds make sense for non-U.S. investors
As global investors continue to face falling, low, and negative interest rates, the need for alternative investments to enhance portfolio returns and performance has heightened.
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White papersDynamic Real Return Fund Reaches Three-Year Milestone
At the end of June the Dynamic Real Return Fund celebrated its three year anniversary. The Fund targets performance of CPI plus 4%, in line with the long-run return of equities but with less than two-thirds of the volatility. The solution is offered to institutional clients at 0.50% OCF (including additional expenses).
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White papersAlternative Risk Premia: Constructing a true diversified portfolio
As investors seek to both improve risk-adjusted returns and meaningful diversification of their portfolios, they can take advantage of a portfolio of approximately 25 to 40 risk premia using a combination of risk parity, risk targeting and tactical asset management.
