All Asset allocation articles – Page 25
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US smaller companies may shine as rates rise
Historically, when Treasury yields rise US smaller companies tend to outperform their large company counterparts – and we could just be entering such a period.
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Divided we stand...?
US yields finished marginally lower after being on the higher side for much of the week.
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Asset Allocation Update: The three tensions grabbing investor attention
Much of October was a brutal month for financial assets.
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3 views on coping with market volatility
With swift and sudden market volatility, investors are looking for context and insight. Our economists and portfolio managers react to recent turbulence, giving you thoughts on how to understand and react to market moves.
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Social momentum: How the bond market has an eye on the future
Just over a decade ago, in 2007, the iPhone made its debut, Tesla unveiled its first electric car, and the England football team returned home to the new Wembley stadium.
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In Credit: The sun shines on Brazil?
Core US bond yields drifted higher again last week with volatility in Europe centred upon the Italian bond market once again.
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Expect a rise in volatility from a ‘no-deal’ Brexit
Amid growing speculation that the UK could be heading towards a ‘no-deal’ Brexit, market watchers agree that this would be disruptive for UK markets. But the impact on European markets is likely to be more varied.
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Italy would have better prospects in a new financial crisis
Credit agency Cerved predicts the country is better placed to withstand a crisis than it was in 2008, with the pharmaceutical, tech and supermarket stocks looking most resilient.
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Italy’s outlook clouded by populist policies
While the new government’s economic policies appear expansionary, a lack of clarity over how they will be paid for means investors may face turbulent months ahead.
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Reinvigorating the Mittelstand
Germany’s small- and medium-sized companies have been at the core of its economic success story, but now their fortunes depend on their ability to adapt to mounting pressures.
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Why Spanish bond markets are celebrating divergence from Italy
The country tackled its economic problems earlier than its Mediterranean counterpart.
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Will a sweltering summer heat up interest in responsible investment?
After exceptionally high temperatures, drought, floods and wildfires, will this catalyse investment in strategies that target climate-related risks and opportunities?
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How to access tech stocks in Europe
The US has “FAANGs” – major global technology brands that dominate the market – while Asia has “BATTs”.
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Trade talk and Fed policy
Recent changes to US trade policy mark a significant departure from the trend toward lower tariffs which has been in place since the 1930s.
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An old-fashioned emerging markets crisis
The recent plunge in Turkey’s lira has once again put emerging markets at the forefront of investors’ minds.
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Precarious protection: why trade tariffs won’t hold back the disruptors
Disruptive innovation is one of the defining trends of the 21st century.
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October volatility: It’s about discount rates not cash flows
The recent move in markets has been savage, with major stock indices all deeply in the red.
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Robust asset allocation for robo-advisors
In the last few years, the financial advisory industry has been impacted by the emergence of digitalization and roboadvisors. This phenomenon affects major financial services, including wealth management, employee savings plans, asset managers, private banks, pension funds, banking services, etc.
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The rate debate: Portfolio strategies for a rising-rate environment
Interest rates are on the rise in the United States and monetary policy is easing globally. Investors are searching for ways to cope.
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Strategic Relative Value: Q3 2018
A quarterly look at how macro events are driving relative value around the globe.