All Strategies articles – Page 26
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White papersRisk Factors, Macroeconomic Context And Forecasts - July 2019
Risk Factors
The table within the article presents risk factors with judgmental probabilities (i.e. not market based). It also develops the possible market impacts. -
White papersCross Asset Investment Strategy - July 2019
CIO Views: Central Banks Fuel markets: Illusion vs Reality This Month’s Topic: Italy: A Long and Winding Road
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White papersWhy cashflow driven investment is changing the pension investment landscape
Interview with Sebastien Proffit, Head of Portfolio Solutions, Fixed Income, AXA Investment Managers.
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White papersFixed Income strategies: Bridging the gap between quantitative and fundamental approaches
Bonds market faced low rates since many years. And they probably won’t rise up soon.
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White papersGlobal Investment Views - July 2019
The journey from market complacency to awareness of fragilities is in full swing, and the market correction in May is part of that, as is the recent recovery fuelled by dovish Central Banks (CB). Aware investors should recognise that the late cycle phase and mature market trends require improving fundamentals and positive political events to deliver sustainable uptrends in risk assets.
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White papersThree Themes For European Equities To Be Back In Focus
Volatility is here to stay. Markets are hostages of very volatile news flow. Trade-related anxiety is driving the swing (pessimism of a broken deal between China and US led to a correction in May while the renewed hope of a partial deal brought equity markets back to yearly highs in June).
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White papersCross Asset Investment Strategy - June 2019
After weeks of relative stability, the threat of a trade war has returned, shaking investor confidence and awakening markets from complacency. However, while there is still a significant optimism in the market that a deal can be struck, we believe that the risk of disappointment leading to another wave of volatility remains significant.
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White papersThreadneedle (Lux) European Social Bond Fund - Annual Social Impact Report
The Fund, the first of its kind in Europe, aims to deliver both a financial and a social return by investing in corporate bonds across Europe. It has a clear focus on supporting positive outcomes for individuals, communities or society as a whole.
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White papersRedefining Value: A Modern Definition
Performance leadership in the decade long U.S. equity market cycle is and continues to be growth stocks. Value has significantly underperformed for several years. Principal proprietary factor timing models signalled an opportunity for value exposures in December and we believe it is time to discuss portfolio implementation to take advantage of the potential value opportunity.
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White papers
Think Tank Points to U.S. Growth Slowing
Anxious about the U.S. economy? The Conference Board think tank is pointing to growth slowing to 1.5-2.0% but there are no imminent signs of a recession.
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White papersAdopting An LDI Approach Throughout The Investment Value Chain
The insurance business model is fundamentally based on underwriting and managing risks: insurance companies are contractually bound to meet specific obligations and as such structurally driven by liabilities.
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White papersEuropean Equities: What Impacts In The Event Of A Tariff War With The United States?
While the threat of a large-scale Sino-US tariff war appears to be receding, the US could now switch its focus to its trade deficits with the European Union. With this in mind, we wanted to find out which European equities, in terms of country, sector or individual companies, would be hardest hit by a trade conflict.
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White papersCross Asset Investment Strategy - May 2019
Equity markets have remained buoyant in recent weeks: the S&P 500 is trending towards an all-time high, the European equity market (STOXX 600) is close to last year’s peak and the performances of emerging markets have also been very strong.
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White papersGlobal Asset Class Spotlights - Top Down Quarterly Assessment
Growth, monetary policies and geopolitics remain the key drivers of market returns and investment decisions, with their relative influence changing over time. The YTD revival of risk assets has translated into rosier expectations on growth. We remain cautious; we confirm the late cycle environment with extra dovish central banks and growth stabilisation ahead, as our economists are predicting. However, we also look towards the reporting season to confirm the solidity of corporates’ fundamentals and we expect a rerating in the face of European elections.
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White papersGlobal Investment Views - May 2019
Equity markets have remained buoyant in recent weeks: the S&P 500 is trending towards an all-time high, the European equity market (STOXX 600) is close to last year’s peak and the performances of emerging markets have also been very strong.
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White papersInnovative factors provide leading edge – on the potential of alternative data
An active, factor-based strategy focuses on tapping into new sources of data, on identifying relevant information and how to intelligently combine such information. Within this context alternative data – texts, images, or audio files – is becoming more important for the investment process, and regarding additional analytical value. At the same time, comprehensive and swift analysis requires state-of-the-art technology and plenty of experience.
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White papersStrategic Relative Value Q1 2019
A quarterly look at how macro events are driving relative value around the globe.
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White papersPersistence And Skill In The Performance Of Mutual Fund Families
Prior research has shown that decisions made at fund family level can account for a substantial portion of the performance of the individual active fund managers in the family.
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White papersGlobal Investment Views - April 2019
A sweet spot, but keep a sharp eye on the macro side
