Medium and long term expected returns

Medium and long term expected returns

🕔08:13, 28.feb 2019

Asset Class Views Our approach to expected returns forecasts is model driven. We break down asset class dynamics into a long term component (or trend/fair value), mainly related to macroeconomic variables and a medium-term component, explained by economic and financial

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Corporate Credit Monitor CEE

Corporate Credit Monitor CEE

🕔03:02, 28.feb 2019

The Corporate Credit Monitor serves to provide readers with a concise overview of the credit profile of selected issuers. This document is continually updated, in order to inform readers about developments relevant to credit ratings in a timely fashion; it

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Bonds are back

Bonds are back

🕔02:11, 28.feb 2019

Fixed Income Strategy Bonds are making a comeback. They have become a viable source of income, in our view, amid higher U.S. interest rates, a slowing but growing U.S. economy and a pause in the Federal Reserve’s tightening cycle. We

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Is China’s stock turnaround for real?

Is China’s stock turnaround for real?

🕔02:10, 28.feb 2019

Weekly Commentary We are positive on China’s stock market, even after this year’s rally, but favor a selective approach amid growth and trade risks. Global stocks edged higher last week, while oil prices rose. Meeting minutes confirmed the Fed’s willingness

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Truths and the Future of Active Equity Investing

Truths and the Future of Active Equity Investing

🕔02:10, 28.feb 2019

Use of index strategies has increased in recent years, but institutional investors globally say that has not diminished the importance of active equity strategies in their portfolios. A survey and interview program with more than 200 institutional investment decision makers

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Eurozone slowdown risks an ECB stalemate

Eurozone slowdown risks an ECB stalemate

🕔02:01, 28.feb 2019

Monthly Investment Strategy Eurozone economy slowed down from 3% annualised a year ago to 1% now for lots of one-off reasons from a mild winter, to strikes in France and political uncertainty in Italy, or specific issues related to the

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Overcoming the challenges of ESG integration in Chinese A-shares

Overcoming the challenges of ESG integration in Chinese A-shares

🕔14:05, 27.feb 2019

Tailored ESG integration methodology for Chinese A-shares Powerful tool to spot the winners and losers in domestic market ESG profile coverage for 100% of portfolio and 70% of universe

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Time in the market

Time in the market

🕔10:52, 27.feb 2019

Weekly Digest Amidst the recent political and market uncertainty it is all too easy to lose sight of the importance of investing for your long term financial wellness. Sophisticated investors are well versed with the “time in the market not

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Time in the market

Time in the market

🕔10:52, 27.feb 2019

Weekly Digest Amidst the recent political and market uncertainty it is all too easy to lose sight of the importance of investing for your long term financial wellness. Sophisticated investors are well versed with the “time in the market not

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Time in the market

Time in the market

🕔10:52, 27.feb 2019

Weekly Digest Amidst the recent political and market uncertainty it is all too easy to lose sight of the importance of investing for your long term financial wellness. Sophisticated investors are well versed with the “time in the market not

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Further macro prudential measures in CEE

Further macro prudential measures in CEE

🕔03:02, 27.feb 2019

Accelerated credit growth in CEE should not cause any headaches. Current growth rates are well below the 20-30% pre-crisis credit growth dynamics. Debt to GDP ratios are also rather low. As interest rates remain low, central banks carried out macro

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Portfolio manager change doesn’t always mean disruption

Portfolio manager change doesn’t always mean disruption

🕔15:02, 26.feb 2019

Change is inevitable in the asset management industry. The fact that fund managers will move companies or retire is well established. The key is how manager transitions are dealt with, which will have an important bearing on the effect on

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Total Portfolio Benchmarking

Total Portfolio Benchmarking

🕔15:02, 26.feb 2019

Total portfolio-level benchmarking for institutional investment pools can be approached in a variety of ways, based on which goals fiduciaries are attempting to achieve with each comparison. There are different types of benchmarks that can be used to accomplish specific

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Is China’s stock turnaround for real?

Is China’s stock turnaround for real?

🕔13:06, 26.feb 2019

Weekly Commentary We are positive on China’s stock market, even after this year’s rally, but favor a selective approach amid growth and trade risks. Global stocks edged higher last week, while oil prices rose. Meeting minutes confirmed the Fed’s willingness

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CTAs: Green shoots of recovery?

CTAs: Green shoots of recovery?

🕔13:06, 26.feb 2019

The Weekly Brief The recent U-turn of major central banks from monetary normalization to renewed accommodation beat market expectations. In particular, the minutes from the FOMC meeting held on 29-30 January suggested the likely ending of the balance sheet runoff

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Accessing Infrastructure with SPDR ETFs

Accessing Infrastructure with SPDR ETFs

🕔17:02, 25.feb 2019

Strategy Espresso Over the last decade, demand for infrastructure investments has increased dramatically. Following the Global Financial Crisis, investors have looked to better diversify their portfolios by increasing exposure to assets with low or negative correlation to broader equity markets. An allocation

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Don’t Get Too Excited About The Powell Put

Don’t Get Too Excited About The Powell Put

🕔13:04, 25.feb 2019

Markets may have been a little too quick to price out any further rate hikes Global markets have recovered nicely from last year's panic attack (see Chart of the Week of February 1, 2019). This is all the more remarkable

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US yields capped as Fed takes note of limited market tolerance

US yields capped as Fed takes note of limited market tolerance

🕔13:04, 25.feb 2019

Focal Point In the January meeting the Fed not only put rate hikes on hold, but also signaled an earlier end to balance sheet unwinding, acknowledging financial market volatility and the risks to growth. We now expect the run-off to

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Late Cycle vs. End Cycle Investing

Late Cycle vs. End Cycle Investing

🕔13:02, 25.feb 2019

Asset Allocation Views As the economic expansion aged and volatility increased throughout 2018, consensus shied from viewing the U.S. expansion as likely to continue for the foreseeable future to believing that we are in the late stages. We believe we

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Fixed Income Monthly

Fixed Income Monthly

🕔11:02, 25.feb 2019

Strategy Summary The FIXED INCOME MONTHLY provides a forward-looking summary of the medium-term views from the Fidelity Fixed Income team. Our investment approach is multi-strategy, with portfolio managers given clear accountability and fiduciary responsibility for all investment decisions in a

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Market Commentary

Market Commentary

🕔09:51, 25.feb 2019

Viewpoint What a difference a month makes. Following the despair of December, markets made one of their best ever starts to a new year, with virtually all asset classes and markets rising, some very sharply. Many equity markets managed to

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The Green Golden Rule: habit and anticipation of future consumption

🕔01:00, 25.feb 2019

Download PDF

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Incorporating low volatility equity into a strategic allocation

Incorporating low volatility equity into a strategic allocation

🕔15:02, 23.feb 2019

Executive summary Low volatility equity strategies aim to provide market-like returns with significantly lower risk. They look to accomplish this by offering downside protection and meaningful upside participation. Given their defensive nature, investors want to know whether low volatility strategies

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Understanding & Comparing Esg Terminology

Understanding & Comparing Esg Terminology

🕔15:02, 23.feb 2019

A Practical Framework for Identifying the ESG Strategy That Is Right for You According to a survey of 475 institutional investors titled “Performing for the Future,” more than half of institutions that have adopted environmental, social and governance (ESG) investing

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Harnessing ESG as an Alpha Source in Active Quantitative Equities

Harnessing ESG as an Alpha Source in Active Quantitative Equities

🕔15:02, 23.feb 2019

IQ insights At State Street Global Advisors (SSGA), we engage in environmental, social and governance investing (ESG) across a broad range of asset classes and investment styles. Approaches range from the screening of ESG themes to the full integration of

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Uitgelichte Evenementen

  1. Alpha Research – Lower for Longer

    december 3 @ 12:00 - 18:00

Asset Allocation Consensus September

Twitter

Food prices inflation rose visibly; trade tensions eased on the margin -> https://t.co/xi6DNKIpIl #China #inflation #TradeWars via @KraneShares

2020 Long-Term Capital Market Assumptions -> https://t.co/ssZUDOyEgd #ExpectedReturns #LTCMA #AssetAllocation #Equities #Fixedincome via @InvescoEMEA

Renewed expansion of Fed balance sheet will not be QE but will affect markets -> https://t.co/FwuvTMvUfU #CentralBank #fomc #currency via @Amundi_ENG

Favoring Loans and CLOs Due to Attractive Valuations -> https://t.co/BCH6GJic0E #clo #fixedincome #HighYield #Credit #fomc via @PineBridge

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