All Global articles – Page 156
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White papersHomegrown Expertise In Emerging And Frontier Markets
Coronation Fund Managers is one of the largest managers of institutional assets in Southern Africa, with a track record of delivering strong long-term returns.
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White papersHigh yield: beyond the obvious
Credit research has long been the mainstay of active high yield investment. While clearly important, we believe that it should not be used in isolation.
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White papersAgeing Population: when a major demographic trend becomes an investment opportunity
At Generali Investments we believe it is important to focus on relevant structural trends and investment themes, presenting a growth potential that is largely driven by real economy factors.
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White papers5G: The Foundation for a Hyper-Connected World
Principal is sparking an ongoing conversation on transformational technologies and their influence on our world.
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White papersStrategic Relative Value: Q4 2017
A quarterly look at how macro events are driving relative value around the globe.
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White papersEconomic Insights: September 2017
Global expansion stays on track: The global economic recovery that began in early 2016 has reached a self-sustaining velocity.
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White papersConsistent Returns in a Changing World: Managing Political Risk Across Developed Market Equities
A powerful cocktail of economic headwinds, disparities in income between rich and poor, polarisation in beliefs and sporadic ‘lone wolf’ terrorist attacks has conspired to destabilise the political landscape across much of the developed world. Recent elections and referenda have had unforeseen results. Anti-establishment sentiment has flourished. Over recent years political risk has become accentuated, and has arguably not been so acute for a generation. Many of today’s active equity managers investing in developed markets have not faced the challenge of managing such specific political risks before in their investment careers.
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White papersEconomic Insights: July 2017
Is this Goldilocks? Probably not, but it surely feels that way.
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White papersReal Estate Summary: Edition 1 2017
There has been a gradual political shift towards populism in recent decades.
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White papersCross Asset Investment Strategy: July 2017
FOMC members plan to reduce the Fed’s balance sheet this year and gave recently some precisions about how they will do.
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White papersStrategic Relative Value: Q3 2017
A quarterly look at how macro events are driving relative value around the globe.
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White papersAre ‘linkers’ the best way to guard against inflation?
With rising UK inflation, questions are increasingly being asked about the best way to protect the real value of investments.
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White papersChina-US détente eases investor fears
International investors have greater opportunity to benefit from China’s continued rise.
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The beginning of India’s transformation
Events in 2017 confirm that that India is at a turning point, with Narenda Modi’s reformist BJP party winning a sweeping victory in the state of Uttar Pradesh.
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White papersArgentina: the ‘emerging’ emerging market
Despite not being upgraded to emerging market status this year, the outlook for Argentina remains positive.
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White papersEconomic Insights: June 2017
The nine years since the summer of 2007 were anything but normal. There was a nearly constant stream of financial crises: emanating first from the United States, then the Eurozone, and then from China’s stock market meltdown and surprise devaluation.
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White papersThe long unwinding road of quantitative easing
The reasons for using QE and its effectiveness have been argued at length and this article aims not to discuss whether or not QE has worked, but to look at the likely next steps of central banks and how these could impact markets.
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White papersWhat will end the search for yield?
The search for yield appears unstoppable. Global investors’ voracious appetite for income has been a near-constant theme since the end of the financial crisis, propelling bond yields to record lows.
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White papersGo for consistency of returns, not spectacular returns
Colin Moore (Global Chief Investment Officer) discusses where he sees investment opportunities and risks in today’s markets, and why he thinks investors value a consistent approach to investing now more than ever.
