All Asset allocation articles – Page 29
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White papersClimbing the wall of worry: why this is the most miserable bull market we’ve ever had
We are nine years into the equities bull market, in what has been a remarkable period for investors.
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White papersEconomic Insights: April 2018
What happens after a crisis? A return to normal. The world economic expansion, now two years old, remains intact, albeit with modest deceleration outside the United States.
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White papersIn Credit: Three percent… and rising?
As recently as mid-2016, the benchmark 10-year US treasury note had a yield of less than 1.4%.
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White papersRethinking fixed income investing when the easy money is coming to an end
The end of easy money may point to different investment scenarios
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White papersSparkling performance boosts luxury goods
The past two years has seen a pick-up in luxury goods, as the global economy continues to expand.
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White papersPotentially a strong year for Asian bonds
In a world where the global interest rate environment is posing greater risks, Asia’s inefficient fixed income markets offer opportunities for flexible investors.
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White papersRising bond yields point to higher commodity prices
It has been a long time coming, but investors are getting used to the idea that global bond yields are heading higher.
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White papersGoing global with a consistent small cap strategy
‘Big is best’ is not an adage that we subscribe to with the Threadneedle Global Smaller Companies strategy: we concentrate on high-quality growing companies that we believe are undervalued by the market – and we do so on a global scale.
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White papersDB Pensions: Is Cash Flow–Driven Investing Right for Everyone?
UK defined benefit schemes are now mostly cash flow–negative.
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White papersTariffs, sanctions and weak payrolls
Tariffs continue to dominate the headlines and have been joined by sanctions which the US imposed on a number of Russian oligarchs and their businesses.
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White papersMonthly FX Report
Keep up with what the market is saying and what’s happening in our marketplace.
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White papersReplicating OTC FX Market Positions with CME FX Futures
Explore the advantages that CME FX futures offer traditional market practitioners in the OTC FX markets, and how CME FX futures can be used to replicate cost-efficient, manageable synthetic exposure to OTC FX spot, forwards, and swaps.
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White papersThe Greenwich Perspective: A Bright Future for FX Futures
Greenwich Associates recently published a paper assessing the value and viability of FX futures as a proxy to the OTC FX market.
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White papersManaging currency risk in equity portfolios
This report shows how equity index futures provide a more flexible alternative than cash equity products for managing foreign exchange risks.
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White papersEquity Index Futures vs. ETFs Total Cost Analysis Tool
This tool is designed to analyze the all-in costs of replicating the S&P 500 by trading equity index futures versus exchange-traded funds.
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White papersEconomic Insights: March 2018
Economic decoupling begins: Growth should stay solidly above trend for 2018, but the world economy is no longer picking up steam.
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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 papersEmerging markets: From ‘why’ to ‘where in emerging markets’
Over the years, we have repeatedly made the case for a direct allocation to emerging markets, as they are underrepresented in major global indices and under-researched by the world’s investors.
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White papersTariffs on, rates up... risk off
Core government bonds were the beneficiaries in a week of ‘risk-off’ trading.
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White papersSetting objectives for your asset allocation
The objective of this paper is to describe how an investor can define a target return, split between that of Strategic Asset Allocation (SAA) and excess return derived from active portfolio management.
