All Strategies articles – Page 50
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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.
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White papersCurrent market challenges call for an active and flexible high yield investment strategy
In contrast with favourable seasonality, the start of the year was characterised by an abrupt sell-off which lasted for the first 40 days on the back of global growth scare impacting negatively commodities prices and risky assets highly correlating in the downward movement.
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White papers[Full paper] 2017: Brave New World
Why active managers are well placed to take advantage of social, economic and political regime change.
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White papers[Summary] 2017: Brave New World
Why active managers are well placed to take advantage of social, economic and political regime change.
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White papersThe nimble and the quick: Success in the future of asset management
Being nimble in the asset management industry means having the organizational agility to adjust to markets and client needs efficiently and cost effectively. For passive managers, scale and low fees will continue to be the point of competition. For active managers, clients will require access to a diverse set of niche asset classes to provide alpha atop their passive core portfolio’s beta exposure.
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White papersActive management can add big value in small-cap equities
While the value and effectiveness of active management has been debated among investors, consultants, advisors, and academics for some time, the growth and expansion of passive investment options including index funds and exchange-traded funds (ETFs) over the past decade has added a new twist to the discussion.
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White papersCycles and asset allocation-key investment decisions
All investors share two key concerns: protecting their long-term purchasing power, and not losing any of the nominal value of their investment over the short term.
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White papersSo long, bond bull market
Key drivers shaping bond markets have changed. Keeping a global perspective and knowing which macro signals to watch for can help you prepare for changes in bond yields. The world is slowing adjusting to the idea that monetary policy will transition to stimulative fiscal policy.
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White papersWhy European Institutional investors are investing in US Municipal Bonds
European institutional investors have been buying increasing amounts of the municipal bonds sold by US states and cities to fund public projects.
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White papersBehavioural Interventions Series: Paper Three Committed, Disengaged, Suspicious or Falsely Secure - What type of pension saver are you?
Saving for retirement is for most a complex and inaccessible topic, which is perhaps why many people switch off rather than engage with it head-on.
