Manager video – Page 6
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As Budget Deficit Boosts Bond Supply, What Will Equities Do?
The growing budget deficit fueled by massive corporate tax cuts is boosting the supply of government bonds. How will this affect equities in 2019?
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Real Estate Interview 4
Paul Guest, Lead Real Estate Strategist and Fergus Hicks, Real Estate Strategist at UBS Asset Management recap on current trends in the real estate market and as we head into 2019, discuss the outlook going forward.
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Disrupting the $50 Trillion Bond Market
Fixed-income investing hasn’t kept up with the rapid pace of technological advances in the rest of the financial industry.
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Real Estate Interview 3
In this third edition, Paul Guest, Lead Real Estate Strategist at UBS Asset Management takes us through the forecast for real estate investment over the next few years.
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Asset TV Multi-Asset Masterclass
2018 has seen volatility return to markets with a vengeance; is that good or bad news for multi-asset fund managers?
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Emerging Markets, Emerging Political Change
A lot of positive political change isn’t reflected in emerging market asset prices. EM investors still demand extra return for political risk even though that risk is going down in some countries—and opportunities are increasing.
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Meet the Manager: Andrew Chin
AB’s Chief Risk Officer and Head of Quantitative Research shares his perspectives on the research behind the development of prime alpha.
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Mindboggled: Why Your Brain Makes Bad Investing Decisions
AllianceBernstein portfolio manager Stuart Rae explains how lessons from classic behavioural finance studies can help investors improve the choices they make today.
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Emerging Markets: Minding Their Own Business
There has been a big improvement in emerging markets which I don’t think investors are fully aware of. Their external imbalances have improved significantly. Their current account deficits have shrunk. Foreign direct investment, in the meantime, has been very robust.
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Inside Private-Equity's Real-Estate Empire
GTIS Partners President and CIO Tom Shapiro discusses private equity and the real estate market. He speaks on “What’d You Miss?” (Source: Bloomberg)