Content (146)

  • Factoring it all in - Q3 2020

    White papers

    Factoring it all in - Q3 2020

    2020-11-25T14:21:00Z

    The blistering pace of equity returns set in the second quarter continued in July and August as the global mega-cap IT growth rally marched on. However, as uncertainty around U.S. elections, diminishing prospects for a second round of U.S. pandemic stimulus, and rising prospects of a hard Brexit began to come into focus, the market retreated in September.

  • Risk-managed equities - A diversified approach to hedging

    White papers

    Risk-managed equities: A diversified approach to hedging

    2020-11-25T14:18:00Z

    When it comes to meeting their long-term return objectives, many investors are caught between a rock and a hard place. The low interest rate environment is forcing them to allocate more to equities, but at the same time, they can’t afford to experience a significant drawdown.

  • Climate change in fixed income - The important role of credit on the path to net zero

    White papers

    Climate change in fixed income: The important role of credit on the path to net zero

    2020-11-19T14:13:00Z

    There is an established consensus that society must decarbonise the economy to manage climate change in a responsible way.

  • Income Generator - Political implications for fixed income

    White papers

    Income Generator: Political implications for fixed income

    2020-11-18T10:38:00Z

    It’s been a big week for financial markets with the U.S. election, several central bank meetings—including the Federal Reserve (Fed), and ongoing pressure from COVID-19. The increased prospect of an orderly transfer of presidential power in the U.S. along with a politically divided U.S. Congress, ongoing central bank support, and hopes for a COVID-19 vaccine all conspired to create a surge in riskier assets and a sell-off in low-risk assets.

  • Building resilience with a smarter US growth equity allocation

    White papers

    Building resilience with a smarter US growth equity allocation

    2020-11-08T10:13:00Z

    It’s no secret that global investors have reaped significant rewards over the last several years for holding exposure to US equities—and growth equities, in particular. A large portion of total returns has come from the leadership of a few familiar mega-capitalisation companies that generate headlines ad nauseam in the daily news cycle.

  • Now is the time for European loans

    White papers

    Now is the time for European loans

    2020-11-04T10:09:00Z

    The head of our European Loans and High Yield team explains why loans remain a favourite credit asset class.

  • Market Optics - Visualizing data to power decision-making

    White papers

    Market Optics - Visualizing data to power decision-making

    2020-11-02T12:31:00Z

    You’ve likely seen chartbooks from our industry—but do they visualize data that you can use to solve real-time challenges?

  • Principles for Responsible Investment assessment - WFAM’s 2020 results

    White papers

    Principles for Responsible Investment assessment: WFAM’s 2020 results

    2020-11-02T12:24:00Z

    In the Principles for Responsible Investment’s (PRI’s) annual assessment of environmental, social, and governance (ESG) integration, Wells Fargo Asset Management (WFAM) received

  • A new approach to dry powder investing

    White papers

    A new approach to dry powder investing

    2020-10-27T12:20:00Z

    Investment in private markets—which encapsulates the categories of venture capital, private equity, credit, and real assets—is undergoing a period of explosive growth. While public market assets have grown 100% over the past decade, private market assets have grown a heady 170%, to $6.5 trillion, over the same period.

  • Fear and volatility in Los Angeles

    White papers

    Fear and volatility in Los Angeles

    2020-10-19T12:13:00Z

    Investors have adopted forward-looking measures of risk as inputs into strategic asset allocation exercises. The two approaches most commonly employed today are:

  • How is “Joe Investor” actually investing?

    White papers

    How is “Joe Investor” actually investing?

    2020-10-13T12:00:00Z

    The ease with which retail investors can trade equity securities has risen dramatically this year. The increasing popularity of fintech trading apps like Robinhood—which allow investors to trade quickly on their smartphones—and the availability of zero trading commissions at traditional brokerage houses have made it easier for the average investor to trade equity securities.

  • International small-cap equities are underused and overlooked by most U.S. investors

    White papers

    International small-cap equities are underused and overlooked by most U.S. investors

    2020-09-24T11:41:00Z

    Equity investors are always seeking out new asset classes, investment vehicles, themes, and ideas in a never-ending effort to add value to their portfolios. The search often leads to exotic instruments or markets that are believed to be price inefficient or that improve portfolio diversification. While most investors recognize, in principle, the potential benefits associated with investing internationally, fewer build out allocations that achieve the full diversification benefits and alpha generation potential that non-U.S. equity markets offer.