All Alternatives articles – Page 56
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White papersThe Big Picture: A Cost Comparison of Futures and ETFs
Analyse the potential cost advantages of E-mini S&P futures as they pertain to your specific investment scenarios.
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White papersScience and Art: A Framework to Unlock Multi-Asset Opportunities
Strategic allocation poses big challenges today—and multi-asset portfolios can help.
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White papersIlliquidity and investment decisions: a survey
Investing in illiquid assets has become increasingly popular among individual and institutional investors. Illiquid assets provide higher returns and interesting diversification alternatives for asset managers.
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White papersColin 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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White papersNeil 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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White papersGerry 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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White papersAsset 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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White papersResponsible 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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White papersEurope: economic optimism and fewer wins for the populists
As 2018 starts, the scene is set for a positive year for equities. Across Europe, there are clear indicators of continuing economic growth after a very strong 2017.
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White papersThe "new normal" turned into the old normal: Our economic outlook for 2018
In this year’s global economic outlook we examine the outlook for the United States and the rest of the world, ask if the coming fiscal stimulus in developed countries could boost this expansion even further, try to shed some light on how central bank attempts to normalize monetary policy might impact the stock market, and investigate the asset class implications of this cyclical upturn and of less-accommodative monetary policy.
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White papersGenerating social alpha without sacrificing investment returns
In recent years, European investor engagement with Responsible Investment (RI) has gathered momentum. Some of this growth could be a result of the open and proactive attitude to RI among European policymakers and institutions. But impact investment has also soared in popularity as European investors have begun to consider the effects of their invested capital more deeply.
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White papersThe food challenge: How can one achieve greater transparency?
What do we really eat? What information do labels give us? Do they tell us everything? Are companies really being transparent?
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White papersCurrency Management: The Case for Value Investing
William Blair’s Dynamic Allocation Strategies team explains how it has made significant use of dynamic currency management in the pursuit of its investment performance objectives.
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White papersResponsible Investment Quarterly: Q2 2017
The second quarter of any year is a busy period in responsible investment, but this year more than ever.
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White papersThe economic implications of the US withdrawal from the Paris Agreement
When the US withdrew from the historic Paris Agreement in June, it drew criticism from around the world.
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White papersThe outcome of Brexit matters for the UK’s balance of payments
Ben Rodriguez argues that Brexit could have a significant impact on the UK’s balance of payments, which would, in turn, influence returns from UK assets.
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White papersInsights from an asset allocation veteran
We’re about eight years into the current bull market and from the very lows of the bottom of the financial crisis, the S&P 500 has nearly quadrupled.
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White papersConcentrated long-short investing to achieve absolute return
Lower future equity market returns are expected to increase the importance of alpha in portfolios.
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White papersChina-US détente eases investor fears
International investors have greater opportunity to benefit from China’s continued rise.
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White papersDynamic 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.
