All Portable Alpha articles – Page 2

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How China rules the waves

2017-04-28T09:10:00Z By Columbia Threadneedle Investments

FT investigation: Beijing has spent billions expanding its ports network to secure sea lanes and establish itself as a maritime power. Pakistan’s Arabian Sea port of Gwadar is perched on the world’s energy jugular. Sea lanes nearby carry most of China’s oil imports; any  disruption could choke the world’s second-largest economy.

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Asian fund passports’ slow progress

2017-04-28T08:51:00Z By Columbia Threadneedle Investments

While passports are likely to accelerate growth in the  local fund industry, national interests are hindering their development. 

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Asset Allocation Monthly: March 2017

2017-03-31T08:46:00Z By Columbia Threadneedle Investments

Global equity markets are near all-time highs, bond markets are relatively calm, and currency volatility is reasonably low. 

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French elections: what to expect should Le Pen prevail

2017-03-23T16:55:00Z By Columbia Threadneedle Investments

Mark Burgess looks at what a Le Pen presidency could mean for France, Europe and the broader global landscape and argues that the immediate reaction of markets is likely to be a spike in volatility for French assets due to the uncertainty of what is to come. 

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Tackling the ‘unknown unknowns’: how active managers manage unforeseen risks

2017-03-23T16:46:00Z By Columbia Threadneedle Investments

The best active managers never resort to blaming events seemingly outside of their control for poor performance. Rather, they work harder to overcome such hurdles, listening to a wide range of views, inviting challenge and working closely with others to refine their process so as to retain that all-important edge. 

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[Full paper] Outnumbered but not outpaced – the bold change we need for female fund manager talent to break through

2017-03-23T16:20:00Z By Columbia Threadneedle Investments

While financial services has made some progress towards parity, asset management remains an outlier with only 7% female representation. 

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[Summary] Outnumbered but not outpaced – the bold change we need for female fund manager talent to break through

2017-03-23T12:35:00Z By Columbia Threadneedle Investments

While financial services has made some progress towards parity, asset management remains an outlier with only 7% female representation. Alison Jefferis argues that it’s time to embrace bold change to redress the balance as the industry is missing out on a deep pool of talent and resources. 

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Behavioural Interventions Series: Paper Three Committed, Disengaged, Suspicious or Falsely Secure - What type of pension saver are you?

2017-02-21T11:34:00Z By Columbia Threadneedle Investments

Saving for retirement is for most a complex and inaccessible topic, which is perhaps why many people switch off rather than engage with it head-on.

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Mind the gap: Overcoming the cognitive barriers to saving for retirement

2016-09-06T13:52:00Z By Columbia Threadneedle Investments

In this paper, Chris Wagstaff considers how reasonably simple behavioural interventions can be used by policymakers, regulators and the pensions community to improve saving decisions.

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[Summary] What constitutes a first class pensions system? Adopting a global perspective of what defines a good retirement outcome

2016-09-06T12:49:00Z By Columbia Threadneedle Investments

In this paper, Chris Wagstaff takes a comprehensive look at pension systems worldwide; identifying those enduring principles with universal application that characterise an ideal pensions system and ultimately contribute to that all-important holy grail: generating a comfortable retirement for savers.

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[Full paper] What constitutes a first class pensions system? Adopting a global perspective of what defines a good retirement outcome

2016-09-06T12:43:00Z By Columbia Threadneedle Investments

In this paper, Chris Wagstaff takes a comprehensive look at pension systems worldwide; identifying those enduring principles with universal application that characterise an ideal pensions system and ultimately contribute to that all-important holy grail: generating a comfortable retirement for savers.