Latest Manager Research – Page 449
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White papersGrowth Spurt for Active Managers
US growth stocks surged in the first half of 2017, fueled by mega-cap technology companies. Active managers of growth portfolios have done especially well, reinforcing the case for stock-picking strategies.
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White papersIn Credit: Government lifeline for Venetian banking gondola
It was a quiet week for core government bond markets with yields broadly unchanged.
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White papersDefying Disruption: Three Ways to Profit
Disruptive forces are wreaking havoc across the global business world. But not all disruption is fatal. Lots of companies are facing the threat—and thriving. We think they deserve more credit than investors are giving them.
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White papersAsset Allocation Update: UK earnings forecasts unchanged despite headwinds
Developments in the UK have led us to renew our focus on the region in recent weeks, amidst the start of Brexit negotiations and the general election.
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White papersExploring Routes to China After MSCI A-Shares Move
MSCI has announced that China A-shares will be included in its emerging-market (EM) index next year, as we anticipated. Now, global equity investors need to consider how to access the vast universe of stocks traded onshore in China.
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White papersMarket Insights: Retail Outlook 2017
The outlook for the retail sector will be mixed. Economic and political events are expected to weaken consumer confidence and retail spend, while technological advances will continue to change the dynamics of the sector.
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White papersAsia Pacific Outlook: June 2017
The economic outlook for the Asia Pacific has improved, with overall regional growth estimates for 2017 upgraded slightly to 4.8% from 4.6%.
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White papersHow the Populist Wave Could Reshape Policy
Populism is here—and it isn’t going away. The ideology can come from either side of the political spectrum, and it can have a big impact on policy, the macroeconomic landscape and—ultimately—how we invest today.
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White papersTaking Control of Your Bond Market Risk
Rising interest rates. Stretched valuations. Populist politics. These are some of the challenges bond investors face today. They’re also reminders of why it’s so important to manage interest-rate and credit risk in an integrated way.
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White papersIn Credit: ‘Alexa...Buy me Wholefoods’
The US bond rally continues – fuelled by a lack of inflation.
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White papersElection Result 2017: What will it mean for UK property
Just when the Prime Minister was on the cusp of seizing control and proceeding with her version of Brexit the electorate fought back, as the outcome of the surprise snap election, intended to strengthen Theresa May’s Brexit negotiating hand, embarrassingly backfired.
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White papersThe Fed Hikes Rates — but Faces a Dilemma
The Fed’s rate hike Wednesday was thoroughly unsurprising. But under the surface calm, policymakers are wrestling with a dilemma in the US economy that will be a major influence on policy ahead.
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White papersEvidence Supports Active Equities in Emerging Markets
Passive investing strategies continue to attract big money. But think carefully before choosing to track a benchmark in emerging markets (EM). Active managers offer several clear benefits for equity investors in the developing world.
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White papersBig Tailwinds Are Backing Emerging Market Assets
As global growth firms up, many emerging market economies are powering ahead of the developed world. In aggregate, emerging economies are expected to grow by 4.1% in 2017, with developed markets growing by just over 2%. These superior growth dynamics aren’t the only tailwinds supporting emerging market (EM) assets.
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White papersRising Above the Healthcare Hubbub
Healthcare continues to generate political controversy. So should investors stay away? Absolutely not. What’s important is to target companies that are positioned to deliver long-term growth no matter what happens to the US healthcare system
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White papersThe Truth Behind the Passive Muni Ladder
On the surface, passive municipal ladders seem like a sensible investment. Simple. Easy. Cheap. But the numbers don’t lie.
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White papersIn Credit: ‘This is what it sounds like when doves cry’
It was a rather mixed week for core government bonds. After this week’s dovish ECB meeting the market now expects European interest rates to remain in negative territory for the next three years (see chart of the week).
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White papersUK Election Result Compounds Brexit Uncertainty
Britain’s election has produced a messy result, with no party securing an outright majority. The hung parliament adds further uncertainty to Brexit talks with the European Union(EU), though it probably won’t affect the UK’s short-term economic outlook.
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White papersMarkets look to a potential softer Brexit but volatility on the rise
Clearly, following the result of the UK general election, the political way forward is difficult.
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White papersHas the Climate Changed for Sustainable Investing?
What impact will the US withdrawal from the Paris climate accord have on environmentally focused investing? We think not much. The momentum behind green innovation looks all but unstoppable, galvanized by powerful economics.
