Interest rates, Japanese equities and US elections in this Week’s Top Five

By August 22, 2020 10:59

Interest rates, Japanese equities and US elections in this Week’s Top Five


The holidays are coming to an end and you might have to catch up on research. Hereby a quick overview of the best read research on OpinioPro this last week. A variety of topics is addressed – you can be up to speed in no time with these papers!

Fifth place in ranking is “Value and Interest Rates” by AQR: “Are Rates to Blame for Value’s Torments?”.

Value stocks sharply underperformed growth stocks from 2017 to early 2020, exacerbating a longer period of lackluster performance that dates back to the Global Financial Crisis for some value factors. Some have blamed the interest rate environment – the low level of interest rates, falling bond yields or the flattening yield curve. We examine these claims. T

Asset Class Return Forecasts” (Quarterly Update) by Amundi AM holds fourth place:

All signs indicate we have passed the inflection point of the Covid-19 pandemic crisis, even if this signals a clearer picture moving forward, different uncertainties are emerging. Our latest forecasts, incorporating analysis of key driving factors, confirms last quarter’s future sequence of macro-financial regimes1 registering some slight fine tuning in terms of recovery forecasts coherent with the macro picture taking shape

The Q&A on Japanese equities by Capital GroupWhat the future holds after the pandemic” is third in ranking. Several questions are addressed, such as

  • Given the heavy impact the coronavirus has on Japan’s economy, what is your outlook for the Japanese equity market?
  • Investor sentiment seems to have picked up recently alongside the gradual resumption in economic activity. However, are there any potential risks that you believe shouldn’t be overlooked?
  • How have recent developments affected business and consumer behaviour?

BMO Global AM published an “U.S. presidential election outlook“, that holds second place:

As the 2020 election season heats up and President Trump’s odds of winning continue to run cold, we believe it is important to understand the investment implications of a potential change in government versus the status quo. Below, we have outlined the policy implications of the three most likely election outcomes: a Democratic sweep, a Biden presidency with a Republican Senate and a Trump presidency with a Republican Senate. This analysis assumes that Democrats hold the House, which we believe is highly likely.

First place is taken by Invesco‘s “Private equity is from Mars; hedge funds are from Venus“:

What role can alternative assets play in our model asset allocation framework? We look at real estate, commodities, private equity, hedge funds, diamonds and fine wines. We think some are core assets, others tactical while some have no role. We also examine how they have coped during 2020.

This was OpinioPro‘s Top Five Best Read of week #34! We post new research every working day. Do you want to receive our newsletter to stay up-to-date on the latest investment research? Please sign up here. And don’t forget to check out our Events Calendar!

By August 22, 2020 10:59


Featured Events & Webinars

  1. T. Rowe Price – Webinar – What will a new era bring for Japan?

    October 7 @ 10:00 - 10:30


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August 2020