All Strategies articles – Page 17
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White papers
How can human-robot interactions benefit financial decision-making?
“Our research showed that after using the robo-advisor, individuals were more inclined to invest in equities and follow the robo’s recommendations in rebalancing their portfolios towards their target allocations. These enhanced choices led to higher risk-adjusted returns.”
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White papers
Preparing for Rising Volatility
The second half of 2024 could see the current, localized election-related volatility go global.
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White papers
The art of carry: How the strategic use of yield can help maximise fixed income results
A bond’s coupon income, and therefore its carry, is essential to delivering long-term results in fixed income. Along with providing a regular income stream, the coupon also gives a cushion to help smooth out any price volatility.
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White papers
A Paradigm Shift: Infrastructure Equity 2.0
Historically viewed as a yield-oriented and inflation-protected (but lower returning) asset class, infrastructure equity is transitioning to assets that could drive alpha in an investor’s portfolio.
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Video
EOS 20th anniversary: stewardship reflections
In celebration of EOS’ 20th anniversary, Leon Kamhi reflects on the changes he has seen in stewardship over the years and his vision for the future.
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Video
Your Questions Answered: Asia ex-Japan
In this video, Jonathan Pines, Head of Asia ex-Japan, lifts the lid on where he views opportunity in Asia, what it would take to reduce the strategy’s underweight to India, and how corporate governance reforms in Korea may impact investments.
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White papers
The New Frontier in Fixed Income: Systematic Investing
Bond investors have been looking for an approach that delivers attractive, repeatable, uncorrelated active returns. Is their wait over?
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White papers
Calculated Risk Management: Strategy, Tools and Culture for Equity Portfolios
Investors need a better grasp of risk-management tools to gauge a portfolio’s strategic resilience in a rapidly changing world.
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White papers
What do geopolitical risks mean for central bank FX reserves managers?
Two major industry surveys show that adjusting for geopolitical challenges will impact the way foreign exchange reserves are managed.
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White papers
Shifting forces - Adapting to a new investment landscape
After a period of relative stability, waves of structural changes have recently led to a shift in the investment regime. With higher interest rates, inflation and geopolitical fragility, the environment is highly unpredictable. How can investors navigate the challenges ahead?
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White papers
Midyear Outlook 2024: the new reality of investing
2024 so far has been a year of diverging economies, equity market highs and election fever – with far more to come.
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White papers
Economic Monthly: Strength or Softness?
Consumers have still not run out of runway. Despite having burned through the famous “excess savings” from pandemic-era stimulus, and despite a softer labor market, we continue to see consumers willing and able to spend. As we elaborate below, continued credit availability, investment spending and the labor market provide enough space for households to maintain their spending habits for the next several months.
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Podcast
What Clients Want, What They Really Really Want: Secrets of Successful Client Relationships
In our inaugural episode, Karen is joined by AB’s Honor Solomon, CEO EMEA & Head of EMEA Retail Sales, who discusses her multifaceted role, emphasizing the importance of chemistry, contacts, and culture in building effective sales teams and client relationships.
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Video
How Insurers Are Addressing Earlier Low-Rate Investments
Ken Griffin recently joined industry leaders on AM Best TV to discuss how insurers are managing assets amid shifting market dynamics and regulatory changes.
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White papers
The Importance of Active Ownership
Shareholder engagement is for life, not just for proxy-voting season.
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White papers
Alternative investments: Asset allocation strategies in a changing environment
Highlights from the “An asset allocation solution for public and private markets” session at the Asia Investment Conference 2024
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White papers
A core allocation to CTAs might be as wise as going tactical
Timing CTAs is notoriously challenging. We review the pros and cons of several allocation methods to CTAs.
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White papers
From stability to agility: nine implications for a new investment landscape
In the post-great moderation world, institutional investors are facing a radically new environment. The underlying assumptions that have driven many investment strategies over the last 40 years must be reexamined. This paper explores nine implications that can help empower investors with the agility needed to navigate the uncertainties of the new economic environment.
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White papers
Buyouts Keynote Interview: Motivated Sellers Create Buyers’ Market
In a keynote interview conducted by Buyouts, Tristram Perkins, Ben Perl, and Victor Ko discuss how liquidity challenges seem to be fueling secondaries dealflow, presenting compelling opportunities for buyers.
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White papers
Infrastructure debt in a sweet spot for 2024
Attractive risk-adjusted returns during uncertain times