All Strategies articles – Page 32
-
White papersDynamic Asian fixed income market continues to drive strong returns
The Asian fixed income market has had a fantastic three-year total return performance.
-
White papersSouth Korean equities shrug off concerns
A myriad of anxieties has failed to stem this year’s KOSPI surge and now investors are encouraged by a reform-minded new president.
-
White papersHong Kong faces an unstable future
China’s increasing control of Hong Kong’s political and economic activities raises concerns about the territory’s role as financial hub.
-
White papersThailand adapts to a new normal
The military government has ambitious plans to reshape the country’s economy as well as its constitution.
-
White papersIs China’s economy turning Japanese?
Three decades after Tokyo’s property bubble burst, causing severe damage, there are fears that Beijing faces a similar fate.
-
White papersFive reasons to hold technology stocks
Technology breakthroughs herald a new era in the way we live, work and relate to each other.
-
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.
-
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.
-
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.
-
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.
-
White papersChina-US détente eases investor fears
International investors have greater opportunity to benefit from China’s continued rise.
-
White papers
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.
-
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.
-
White papersArgentina: the ‘emerging’ emerging market
Despite not being upgraded to emerging market status this year, the outlook for Argentina remains positive.
-
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.
-
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.
-
White papersIn Credit: ‘From Russia with love...’
There never seems to be a dull moment in US politics these days.
-
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.
-
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.
-
White papersIn Credit: State aid? What state aid?
Markets remained somewhat spooked by the previous week’s seemingly coordinated central bank shift in policy.
