All Strategies articles – Page 49
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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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White papers
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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White papers
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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White papers
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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White papers
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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White papers
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.
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White papers
Navigating the opportunities and challenges facing European Corporate Bonds
Financial markets are pricing in the predictable positive global reflation trade effects.
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White papers
Generating social alpha without sacrificing investment returns
In recent years, European investor engagement with Responsible Investment (RI) has gathered momentum and impact investment has soared in popularity as European investors come to consider the effects of their invested capital more deeply.
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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.
