Manager Intelligence and Market Trends

Manager Intelligence and Market Trends

🕔17:02, 9.May 2019

The bfinance Risk Aversion Index swung back into bullish territory in early 2019 as stocks emerged from the doldrums to hit new highs. Yet asset owners remain relatively cautious amid whip-sawing markets.

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Are Investment Grade Bonds a problem?

Are Investment Grade Bonds a problem?

🕔16:49, 9.May 2019

The consensus recommendation for Investment Grade Bonds is underweight. In April 3 out of the top 10 asset managers have a neutral view and 2 asset managers have an overweight recommendation. So, it is not that simple to say that

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Why EM Debt Can Continue to Challenge the Doubters

Why EM Debt Can Continue to Challenge the Doubters

🕔16:21, 9.May 2019

Executive Summary Emerging markets debt can continue to perform going forward after a strong start to 2019. Its diversity and growth mean that many concerns are no longer valid. Emerging markets offer many defensive opportunities that have performed similar to

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Multi-Asset investment views – May 2019

🕔12:11, 9.May 2019

The key takeaways of the video are: AXA IM goes to neutral on assets Central banks support economies A gap between improvement and expectations

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Hermes Fixed Income Quarterly Report Q2 2019

Hermes Fixed Income Quarterly Report Q2 2019

🕔11:02, 9.May 2019

A reveille has been sounded in markets that are now experiencing feverish activity as half a decade of torpor gives way to volatility. Glib explanations for the panicked stampede of the recent sell-off – and subsequent rebound – mask the

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Eight Investment Themes for Global Growth

Eight Investment Themes for Global Growth

🕔11:02, 9.May 2019

Over my nearly 30-year investment career, I’ve learned the value of scrutiny and reflection. That may seem counterintuitive in today’s market environment where information flows more continuously and rapidly than ever before. While the investment landscape today is unrecognizable from

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Economic & Market Observations: Powell the Padawan

Economic & Market Observations: Powell the Padawan

🕔11:02, 9.May 2019

One wonders if Jerome Powell had a premonition of a bad feeling when he was offered the job as Chair of the Federal Reserve (Fed). His first year involved a lot of on-the-job training, including an equity market correction, outbursts

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Investor stewardship: One hand on the wheel?

Investor stewardship: One hand on the wheel?

🕔11:02, 9.May 2019

What investment activity, when done well, means improved outcomes for everyone: better returns for investors, better run companies, better controlled societal and environmental footprints – all while being cost-effective? The answer: Stewardship, where asset managers or asset owners engage and

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