All Active articles – Page 3
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VideoFixed Income update – September 2024
With speculation around further US interest rate cuts, is the market getting ahead of itself? In this edition of Talking Markets, Head of Fixed Income, Lloyd Harris, discusses the US labour market, the upcoming US election and what this could mean for fixed income investors.
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White papersGlobal Investment Views - October 2024
Capital markets whipsawed between a weakening US labour market and hopes that the Fed would successfully steer the economy towards a soft landing. Markets are optimistically interpreting the latest policy action, which could potentially boost consumption and investment. The other narrative is that the Fed would not have implemented a big cut without having apprehensions on the economic front.
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White papersEconomics line up for extended SMID catch-up
Long outperformed by large-cap stocks, small and mid-caps (SMID) have recently shown signs of a trend reversal, which could enable them to make up lost ground. Current market conditions present a turning point for investors to look at a segment where high-conviction active managers have historically delivered alpha.
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White papersExploring the full spectrum of fixed income strategies
Investors have traditionally thought of there being two primary investment styles, namely Active and Passive (or Indexing). But this binary view oversimplifies the new reality. Instead, it is better to think of investment styles as sitting along a continuum, where they become progressively more “active,” from index replication to unconstrained.
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White papersIndex investing as an active decision: implications for equity investors
Today’s passive index investing requires active choices, as customization and innovations in index funds have resulted in new considerations for investors and the potential for greater control.
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White papersOut of sight, out of EM?
A world on fire and a $5.5 trillion need for capital. Will Scholes, co-fund manager of the Premier Miton Emerging Markets Sustainable Fund, puts a long-term lens on emerging markets (EM) investing.
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White papersThe technology sector – An update after the summer volatility
Volatility may be part and parcel of equity markets, but this summer’s swings stand out. The causes cited for the sell-off included concerns over the outlook for the US economy and an unwinding of yen carry trades. Investors also worried about the risk of the vast sums being invested in artificial intelligence (AI) ultimately not generating sufficient returns. Daniel Morris investigates the AI angle.*
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White papersWant to Optimize Your Fixed Income Strategy?
The debate between active and index investing has evolved. Now, the key question is whether active, index or systematic investing is more effective for specific fixed-income sectors and the asset class as a whole. Our latest paper, The Role of Active, Index and Systematic Investing in Fixed Income Portfolios.
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White papersInvesting in megatrends with thematic and exchange-traded funds (Part 1)
New research from BNP Paribas Asset Management’s Quantitative Research Group delves into thematic investing strategies. These investments target the long-term megatrends that are transforming economies, society and business models. This is the first of two extracts. It answers five questions to help investors understand the appeal and extent of, and risks involved in, megatrend investing.
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White papersAre bonds back for H2?
We see opportunities across the market but believe having clear geographic distinctions will prove a key performance driver.
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White papersA time and place for small cap equities
After handily outperforming both large caps and the broader U.S. equity market for the one-year period following the COVID recession in the spring of 2020, small cap stocks have since lagged, despite posting healthy double-digit gains in two of the past three calendar years. This performance gap reflects in part the narrow but persistent market leadership of a few high-flying mega cap technology companies supported by artificial intelligence (AI) tailwinds.
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White papersOptimizing a Global Credit Portfolio
By using a “building block” approach, investors may be able to improve diversification, boost risk-adjusted returns and reduce implementation costs. Our white paper outlines the potential benefits of a modular approach to optimize your fixed income portfolio.
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PodcastEmbracing the journey: PEI roundtable podcast on the secondaries market in the last decade
The global secondaries market has grown from roughly USD 47 billion in 2014 to more than USD 100 billion today as fund investors and fund managers alike have embraced the secondary market as a tool to actively manage their respective portfolios.
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White papersTaking the fear out of high yield debt investment
Fixed income investors cautious about gaining exposure to high yield debt have little to fear as credit quality in the sector improves and attractive new pockets of opportunity open, says Insight Investment1portfolio manager and senior credit analyst, Cathy Braganza.
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White papersUncovering US muni bond opportunity
With inflationary pressures now easing, generationally high yield levels in the US municipal bond sector and the historic resilience of the asset class are proving increasingly attractive to both domestic and global investors, says Insight Investment1 senior portfolio manager Jeffrey Burger.
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White papersEuropean champions
Walter Scott1 investment manager Alan Edington looks ahead to a big summer of sport and entertainment. One that is set to showcase not just a host of global superstars but also some of Europe’s leading companies.
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White papersThe changing face of global interest rate movements
Rising yields, growing income opportunity and an increasingly supportive market environment make a compelling case for investment in global credit, according to Insight Investment1 portfolio manager Shaun Casey.
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White papersQ3 2024 Outlooks: Opportunities and Risks with the World at a Crossroad
The global economy has continued its momentum, retaining a level of resilience that has withstood a flurry of challenges ranging from tighter monetary policy and borrowing conditions to a rise in geopolitical tensions. The US has powered global growth amid divergent results around the world, and with inflation cooling, central banks have either cut interest rates or signaled their intention to loosen policy.
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VideoInvestment grade: attractive yields with lower risk profile
The asset class is in a fundamentally good place, with the past few years seeing index yields rise to 5.5% – competing quite well with asset classes such as equities.
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White papersPremier Miton Emerging Markets Sustainable Fund Annual Sustainability Report
This report showcases the successes and innovations of companies held in the fund’s portfolio and how their products and services are helping to address an unmet need, solve a problem, or push forward the global technological frontier. The positive impact they may have is not ours, nor theirs, nor does it belong to our investors. Rather it belongs to those communities impacted, and it is a privilege to be able to describe examples from all around the world; from the cutting edge of chip design in Korea, to university graduates in Peru, to data downloads in Malawi.This report also represents a stake in the ground at an uncertain time for regulation governing sustainable funds, and for trade and industrial policy.
