Latest White Papers – Page 345
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White papersEmerging markets: From ‘why’ to ‘where in emerging markets’
Over the years, we have repeatedly made the case for a direct allocation to emerging markets, as they are underrepresented in major global indices and under-researched by the world’s investors.
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White papersEmerging Markets: how to unlock the next wave of returns
The recent increase in stock market volatility raised awareness among investors regarding the vulnerabilities in financial markets created by market complacency and associated with the extended phase of exceptional central bank monetary stimulus.
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White papersGlobal Investment Views: April 2018
While still benefitting from a global synchronised growth outlook (likely peaking), financial markets are getting nervous, experiencing the fatigue of a more mature phase with new sources of volatility arising.
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White papersAggressive tax optimisation: what is the best ESG approach?
Between 100 and 240 billion euro per year. This is what aggressive tax planning costs governments in lost revenue.
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White papersTariffs on, rates up... risk off
Core government bonds were the beneficiaries in a week of ‘risk-off’ trading.
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White papersWill Geopolitics Fuel Global Volatility?
Economic trends clearly point toward higher inflation and interest rates ahead, which will likely make capital markets more volatile.
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White papersCan Investors Make Money in a US–China Trade War?
President Trump’s plans for tariffs on about $60 billion of Chinese imports have rattled equity markets.
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White papersSetting objectives for your asset allocation
The objective of this paper is to describe how an investor can define a target return, split between that of Strategic Asset Allocation (SAA) and excess return derived from active portfolio management.
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White papersTen key questions on recent US protectionist measures
On March 22, President Trump announced a new round of tariffs on around $50bln of Chinese imports (leaving Europe off for now) and China unveiled tariffs on $3bln of US imports. This adds to the measures announced on March 8, when US President Trump signed an order that imposes tariffs on imported steel (25%) and aluminum (10%), effective on March 23.
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White papersScience and Art: A Framework to Unlock Multi-Asset Opportunities
Strategic allocation poses big challenges today—and multi-asset portfolios can help.
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White papersChairman Powell’s Fed: A slightly hawkish tilt
The March FOMC meeting was the first under the new Fed Chairman Powell and the first meeting including projections by the new members of the Fed. What are your views on the outcome of this meeting?
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White papersEconomic Insights: February 2018
What happens after growth peaks? A bit of deceleration. When things are so good they can’t get any better, they usually don’t. Still, the robust momentum should carry well into 2019.
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White papersIlliquidity and investment decisions: a survey
Investing in illiquid assets has become increasingly popular among individual and institutional investors. Illiquid assets provide higher returns and interesting diversification alternatives for asset managers.
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White papersHow to achieve the UN Sustainable Development Goals through savings and investments
With increasing interest from clients to know how asset managers can help them contribute to the UN SDGs, we take a closer look at some of the strategies that can be deployed to achieve this.
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White papersShareholder Activism: Why Should Investors Care?
Institutional investors have large and diversified portfolios with substantial company ownership and strong incentives to monitor and influence the firm’s business. Active ownership is becoming a key component of their investment process.
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White papersColin Moore: Absence (of market volatility) made the heart grow fonder
Investors loved the markets while volatility was absent, but now it is back it should be a salutary reminder that it is part and parcel of investing.
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White papersDaisuke 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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White papersDara J. White: Emerging Markets Outlook for 2018
Emerging markets have previously performed well in periods of rising rates, so while the macro dynamics from the US and elsewhere could be seen as a threat, they shouldn’t necessarily blow EMs off course.
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White papersNeil Robson: Technology and demographic trends in 2018
The pace of technological change is one of the key themes of recent years, and many believe it has now grown to such a point that many believe the sector is overvalued.
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White papersGerry Frewin: Generating a consistent income from bricks and mortar in 2018
The UK market has continued to benefit from sustained investor in-flows.
