Equities – Page 51
-
White papersWhy “skin in the game” may mean “out of the index”
Are you underweighted in companies with owner-operator CEOs?
-
White papersThree reasons “big banks” are safe for the next five years
Since the fallout from the Global Financial Crisis, it has become somewhat of a game among financial pundits to predict the next crash, crisis, or Lehman-like bank failure that will send systemic shockwaves around the world.
-
White papersCross Asset Investment Strategy: January 2017
As 2017 begins, it is helpful to take stock of the key issues coming into focus.
-
White papersGlobal Market Outlook for 2017
William Blair Economist Olga Bitel and Portfolio Manager Simon Fennell shared their perspectives on changes in the global marketplace.
-
White papersU.S. Election Cycle Ends With a Bang
With an early morning concession call to Donald Trump, Hillary Clinton brought to a close an election cycle unlike any in recent memory.
-
White papersRecent Macro Trends Should Persist in 2017
Portfolio Manager Ken McAtamney expects a number of recent macroeconomic and market trends to persist in 2017, including a modestly positive uptrend in inflation and a continuation of equity-market leadership.
-
White papersInvestment Implications of the U.S. Elections
In this commentary, we use game theory to scrutinize the strategic interactions of the parties involved in the upcoming U.S. elections and analyze the investment implications of a win by either Hillary Clinton or Donald Trump.
-
White papersAlternative Risk Premia: Constructing a true diversified portfolio
As investors seek to both improve risk-adjusted returns and meaningful diversification of their portfolios, they can take advantage of a portfolio of approximately 25 to 40 risk premia using a combination of risk parity, risk targeting and tactical asset management.
-
White papersMind the gap: Overcoming the cognitive barriers to saving for retirement
In this paper, Chris Wagstaff considers how reasonably simple behavioural interventions can be used by policymakers, regulators and the pensions community to improve saving decisions.
-
![[Summary] What constitutes a first class pensions system? Adopting a global perspective of what defines a good retirement outcome INDEX](https://dvn7slupl96vm.cloudfront.net/Pictures/100x67/5/3/0/65530_Summary_What_constitutes_a_first_class_pensions_system_Adopting_a_global_perspective_of_what_defines_a_good_retirement_outcome_index.png)
White papers[Summary] What constitutes a first class pensions system? Adopting a global perspective of what defines a good retirement outcome
In this paper, Chris Wagstaff takes a comprehensive look at pension systems worldwide; identifying those enduring principles with universal application that characterise an ideal pensions system and ultimately contribute to that all-important holy grail: generating a comfortable retirement for savers.
-
![[Full paper] What constitutes a first class pensions system? Adopting a global perspective of what defines a good retirement outcome index](https://dvn7slupl96vm.cloudfront.net/Pictures/100x67/5/2/8/65528_Full_paper_What_constitutes_a_first_class_pensions_system_Adopting_a_global_perspective_of_what_defines_a_good_retirement_outcome_index.png)
White papers[Full paper] What constitutes a first class pensions system? Adopting a global perspective of what defines a good retirement outcome
In this paper, Chris Wagstaff takes a comprehensive look at pension systems worldwide; identifying those enduring principles with universal application that characterise an ideal pensions system and ultimately contribute to that all-important holy grail: generating a comfortable retirement for savers.
-
White papersGlobal Market Update: Taking Stock After Brexit
Portfolio managers Simon Fennell and Casey Preyss provide a mid-year follow-up to our Global Market Outlook. Learn how we got where we are in 2016 and what we can expect for the remainder of the year.
-
White papersTaking Stock After Brexit
While global equity markets have rebounded after the Brexit vote, the medium- to long-term political and economic trajectory is uncertain, with many potential twists and turns.
-
White papers
End of the golden age
Traditional investment strategies based on the norms of the last thirty years will struggle to deliver the outcomes desired in a new era of lower growth and poorer returns.
-
White papersThe High-Tech Lever: Examining Technology’s Influence on the Economy
The physical limitations of our strength, our endurance, and our finite life span have actually been a catalyst to the success of our species. Human beings have used their creativity and ingenuity to continually transcend those confines.
-
White papers
Generating returns and managing volatility: the absolute return approach to convertible bonds (May 2016)
The past months have been characterised by an unprecedented low rate environment.
-
White papersBasis Trade at Index Close (BTIC) Trading at Index Option Expirations
Most index options traders use index futures for hedging purposes.
-
White papers
Equity Controlled Volatility Strategy
Equity volatility – or the “fear factor” as popularised in fiction – recently came back to the forefront of market operators’ minds, the result of events such as the Greek crisis during 2015 and questions around China’s economic growth prospects and plunging oil prices earlier this year.
-
White papers
Measuring Portfolio Factor Exposures: A Practical Guide
Why Should Investors Care About Factor Exposures?
-
White papersAlternative Beta: There is another way
As institutional investors urgently seek ways to truly diversify their portfolios, alternative beta strategies offer a low cost, liquid alternative to multi strategy and fund of hedge funds
