All Index-Linked Bonds articles
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White papers
Blog | Schwab Impact abuzz with direct indexing—here’s how index providers fit in
Among the many reasons Schwab Impact is a must attend event each year is the chance to hear where the industry is going. This year, the buzz was definitely around direct indexing and customization. The term “direct indexing” is essentially a new spin on Separately Managed Accounts – a tried and true investment structure. The change in nomenclature reflects that, thanks to new technology, what was once available for just the largest institutional investors can now be delivered efficiently and effectively to relativity small retail investors.
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White papers
FTSE Russell China Bond Research Report - November 2019
Highlights in the November report
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White papers
Adding Equity Index Futures to your Portfolio
No matter your investment vehicle, as a standardized, liquid contract, Equity Index futures may make a strong addition to your portfolio. Dive into the latest research to learn more about key features of Equity Index futures.
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White papers
The ECB And The EU Banking Sector: Some Relief, With Winners And Losers
The new two-tier deposit-reserving scheme: With this measure the European banking sector could save up to c. €4 billion in annual interest costs (based on avoiding the -50bps deposit rate). However, while a large number in absolute terms, this only accounts for c. 2% of earnings on average for the main banks in the sector and therefore has little impact on overall Returns on Equity and profitability metrics.
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Blog | Is it a good time to be in the stock market?
As we enter this year’s annual Russell rebalancing process (also known as the Russell Reconstitution), investors may be interested to know that it has been 35 years since the Russell indexes were created, and the original guiding principles behind the rebalancing process and other features of the Russell indexes have stayed constant over the years.
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White papers
Convertible Bonds: Natural Asymmetry
Although a fixed income asset, the structure of convertible bonds provides a natural asymmetry that has the potential to deliver long-term equity like performance.
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White papers
Portfolios and Investing: If/When “Winter” is Coming?
Did the Fed over-tighten monetary policy with its nine rate hikes, paving the way for an investment ‘winter’ in equities and bond markets?
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White papers
The LIBOR Transition
Planning for the market’s transition from the London Interbank Offered Rate (LIBOR) to the Secured Overnight Financing Rate (SOFR) has accelerated recently, but substantial uncertainty remains as to how and when the conversion of nearly $370 trillion of financial products will occur.
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White papers
Asset Allocation Update: Strong earnings prompt US equities upgrade
Amid background noise such as ongoing trade skirmishes involving the US, the evolving Chinese economy and geo-political tensions, we have spent time analysing recent market movements and the implications for risk assets.
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White papers
Monthly Market Monitor: April 2018
Eaton Vance Monthly Market Monitor presents a concise review of economic and asset class data through clear and impactful charts.
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Daisuke Nomoto: Japan - more tailwinds than headwinds for 2018
With GDP on a sustained growth track, supported by structural reforms and the Bank of Japan’s accommodative monetary policy, we maintain a positive outlook for the region.
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Reaction: Italian election
The Italian election result looks messy, but we do not believe that the chances of Italy leaving the eurozone have gone up materially.
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White papers
Cross Asset Investment Strategy: February 2018
The recent sharp correction of equity markets and the increase in yields which have materialized since the start of the year have created a turbulent phase, interrupting the “Garden of Eden” kind of setting which investors were getting used to.
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White papers
Global Investment Views: February 2018
The recent sharp correction of equity markets and the increase in yields which have materialized since the start of the year have created a turbulent phase, interrupting the “Garden of Eden” kind of setting which investors were getting used to.
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White papers
Fixed income playbook 2018: less risk, more diversification
On the heels of two good years in the bond market, the best days for fixed income are likely behind us. 2016 produced strong returns in most sectors, especially high yield corporate bonds, which generated double digit gains.
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White papers
Technology and ‘mega-trends’ to drive US equity performance
US equities have outperformed global equities since the beginning of the recovery because the US economy was initially the sole engine of global growth, as European countries wrestled with the Eurozone crisis.
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White papers
Commodities hitch a ride on global growth
Highly favourable tailwinds give us confidence that commodity prices will push significantly higher in 2018.
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The UK’s demise is overstated
UK equities reached all-time highs in 2017, but relative to world stocks (in US dollar terms) they were laggards.
