All Strategies articles – Page 47
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White papers
Swimming Against The Tide – The Case For Active Management In US Equities
The average active manager will under- perform the market. Unfortunately, this statement is mathematically inevitable.
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White papersExploring Routes to China After MSCI A-Shares Move
MSCI has announced that China A-shares will be included in its emerging-market (EM) index next year, as we anticipated. Now, global equity investors need to consider how to access the vast universe of stocks traded onshore in China.
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White papersEvidence Supports Active Equities in Emerging Markets
Passive investing strategies continue to attract big money. But think carefully before choosing to track a benchmark in emerging markets (EM). Active managers offer several clear benefits for equity investors in the developing world.
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White papersConvertible Securities: A Compelling Diversifier in an Environment of Economic Growth
John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer of Calamos Investments
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White papersTechnology and retirement: Shifting opportunities
Technology has made it possible for us to live better, longer, more meaningful lives. And that’s cause for great optimism and positivity.
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White papersA broad range of ETFs to capture the potential of European equities
Improving macroeconomic indicators & attractive valuations: all signs seem to point toward the European equity market picking up in 2017.
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White papersPractical applications of Smart Beta
How Amundi Smart Beta solutions can meet concrete investors’ needs
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White papersUsing factor investing to navigate choppy, low-return markets
Describing factors and how to implement them in portfolio construction
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White papersPositioning Value in Portfolio Construction
Value investing is well used by investors, and has been the subject of extensive academic research. Yet recent years have shown that value factor has not behaved as expected.
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White papersAlternative Risk Premia: what do we know?
In a challenging low yield environment, rethinking traditional asset allocation strategies is a common challenge for investors and asset owners in order to diversify their portfolio and capture new sources of returns.
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White papersLiability Aware Investing
Our purpose at LGIM is to carefully manage the risk that pension funds need to take in order to pay pensions. Over the past 15 years we have become the UK’s largest LDI manager and currently help 32% of all DB schemes1 manage their major risks (inflation and interest rates) with LDI strategies. We have also been helping many schemes use different strategies to bridge their funding gaps.
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White papersBooming non-farm beats budget boredom
This update is the weekly edition of our weekly publication on fixed-income markets.
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White papersThreadneedle UK Social Bond Fund: three years of doing well by doing good
Following its third anniversary, in January 2017, the fund has shown it can offer investors both profit and principle.
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White papersThe long march to higher interest rates
Jim Cielinski argues that while the bond bubble has burst, it remains to be seen how quickly the fallout may spread.
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White papersFrench elections: what to expect should Le Pen prevail
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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White papersTackling the ‘unknown unknowns’: how active managers manage unforeseen risks
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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White papers[Full paper] Outnumbered but not outpaced – the bold change we need for female fund manager talent to break through
While financial services has made some progress towards parity, asset management remains an outlier with only 7% female representation.
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White papers[Summary] Outnumbered but not outpaced – the bold change we need for female fund manager talent to break through
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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White papersTalking down the U.S. dollar: A means to an (unsuccessful) end
Is it better to be weak or strong?
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White papersEconomic Insights: February 2017
Recession; it follows an expansion as the economy encounters constraints, inflation rises, and the Fed hikes interest rates. A recovery follows a recession and begins a new era of better growth, mild inflation, and stock market gains.
