All Equities articles – Page 87
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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.
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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.
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White papersHouse View: Q3 2016
The Aviva Investors House View document is a comprehensive compilation of views and analysis from the major investment teams.
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White papersBrexit: Panel Discussion
Mark Burgess, Chief Investment Officer, EMEA, and Global Head of Equities, discusses the short and medium-term impacts of the UK referendum vote to Leave the European Union.
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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.
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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.
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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.
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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.
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White papersBasis Trade at Index Close (BTIC) Trading at Index Option Expirations
Most index options traders use index futures for hedging purposes.
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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.
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Measuring Portfolio Factor Exposures: A Practical Guide
Why Should Investors Care About Factor Exposures?
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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
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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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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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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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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?
