All Strategies articles – Page 27
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White papersFive reasons to hold technology stocks
Technology breakthroughs herald a new era in the way we live, work and relate to each other.
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White papersIn Credit: Beware of Greeks bearing bonds
The US Federal Reserve left interest rates unchanged last week as expected, while its statement intimated that the balance sheet unwinding process should begin soon.
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White papersIn Credit: Calm seas don’t make good sailors
After the sharp decline in bond prices a couple of weeks ago calm seems to be returning.
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White papersIn Credit: In the firing line...
Core government bonds ended the week little changed in spite of a backdrop of geo-political tensions, with the Korean Peninsula nuclear threat and the terrorist attack in Barcelona.
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White papersAre ‘linkers’ the best way to guard against inflation?
With rising UK inflation, questions are increasingly being asked about the best way to protect the real value of investments.
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White papersChina-US détente eases investor fears
International investors have greater opportunity to benefit from China’s continued rise.
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The beginning of India’s transformation
Events in 2017 confirm that that India is at a turning point, with Narenda Modi’s reformist BJP party winning a sweeping victory in the state of Uttar Pradesh.
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White papersDynamic asset allocation in a changing world
In an uncertain investment climate, where volatility is heightened, managing risk is the key to achieving a successful investment outcome.
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White papersArgentina: the ‘emerging’ emerging market
Despite not being upgraded to emerging market status this year, the outlook for Argentina remains positive.
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White papersWhy the active vs. passive debate is largely moot for European insurers
Insurance companies typically have reasonably static portfolios, which change little from year to year.
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White papersPutting clients first as Brexit begins
The Brexit negotiations will determine the shape of the UK’s future relationship with the European Union, setting out the structural framework within which asset managers and other businesses will need to operate.
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White papersIn Credit: ‘From Russia with love...’
There never seems to be a dull moment in US politics these days.
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White papersEconomic Insights: June 2017
The nine years since the summer of 2007 were anything but normal. There was a nearly constant stream of financial crises: emanating first from the United States, then the Eurozone, and then from China’s stock market meltdown and surprise devaluation.
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White papersThe Case for Macro
Macro investors adopt a top-down view of the world in which they analyze broad trends to allocate risk across asset classes, geographies, sectors, and currencies—resulting in a liquid strategy that aims to deliver strong risk-adjusted returns without having to rely on rising equity or bond markets.
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White papersIn Credit: State aid? What state aid?
Markets remained somewhat spooked by the previous week’s seemingly coordinated central bank shift in policy.
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Factor investing for government bonds beyond duration, currency and credit risk timing
The traditional investment approaches employed to generate active returns in the government bonds market focus essentially on actively timing duration, credit risk or currency exposure.
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Factor investing is not an asset class, it’s a solution-oriented philosophy
The naïve approach to single factor investing is to simply select the stocks that have the desired characteristic and to find a weighting scheme that doesn’t raise too many problems in terms of liquidity and diversification, i.e. usually linked to some extent to the original market capitalisation.
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The Four Principles of Style-Premia Selection
Factor investing, whereby the fundamental and technical drivers of securities are used to create diversifying strategies, has in recent years become democratised: it is now accessible to investors beyond those willing and able to pay hedge funds ‘two and twenty.’
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Factoring in the best approach
There continues to be a lot written and said about factor investing and, like any popular idea, there can be confusing and conflicting messages.
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Harvesting Value with Sector Rotation
Through time sector performance varies due to natural market conditions that ebb and flow. Sector performances are often uncorrelated, meaning an investment strategy that chooses strong performing sectors in the right market conditions becomes attractive.
