All Equities articles – Page 109
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White papersAlternative beta as true diversifiers
Alternative betas can play the role of a true diversifier in a broad-based portfolio. They include various equity style factors and can be found across asset classes such as stocks, bonds, credit, currency and commodities.
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White papersThe Future Book: Unravelling Workplace Pensions
The Pensions Policy Institute, commissioned by Columbia Threadneedle Investments, has published a new compendium of DC statistics, “The Future Book”, setting out available data on the DC landscape, projections of the future aggregate value of DC assets, commentary and analysis of current trends.
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White papers
Absolute Return Fixed Income: Where does it fit in?
We define absolute return as a style of investing focused on alpha strategies with returns coming from beta largely excluded. While beta is usually positive, it may not always be.
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White papers
European equities: Finding the best investment approach
What impact have recent events in Europe, particularly Greece, and in China had on European equities?
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White papersNot all active managers are created equal: what to look for and why
This paper challenges the notion that active fund management – in aggregate and after fees – is a negative sum game. Indeed, the reward for selecting exceptional managers who deliver net outperformance can be a significant uncorrelated source of investment return.
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Deka: Reducing the Risks in Equity Investment
The challenge for many institutional investors is how to maintain exposure to the promising returns that equities offer over the long term despite limited risk budgets and renewed market volatility. The focus has shifted away from outperforming benchmarks in bull markets and towards achieving a comfortable return by controlling absolute ...
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Metzler: Diversifying alpha with alternative beta
Finding alternative sources of returns that are uncorrelated to equity and bond markets is a key objective for institutional investors seeking to construct robust portfolios of investments.
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White papers
An attractive way of gaining exposure to equity markets while limiting risk
Edmond de Rothschild Asset Management offers clients an Equity Low Vol solution. What needs does it address?
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White papers
PanAgora - Diversification beta strategies
Among equity investors the term “Alternative Beta” has come to refer to an alternative investment approach to passive capitalisation weighted (CW) portfolios.
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White papers
Are international equity market disparities opportunity sources for value investing?
Global financial markets have yet to fully take on board the effects of numerous events in 2014. Geopolitical risks featured prominently, including tensions in Ukraine, a rash of Middle Eastern conflicts and fresh political friction in the EU.
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White papers
Metzler: How can investors participate in a trend before it has ended?
Few people today would still insist that financial markets are efficient. Financial markets are driven by ideas and ideas do not flow instantaneously across markets.
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White papers
Edmond de Rothschild: Global Value - A global vision with a local approach
Edmond de Rothschild Asset Management has been active in value investing for more than 15 years and as such has genuine expertise in this field.
