Would You Buy Your Fixed Income Portfolio Today?

Would You Buy Your Fixed Income Portfolio Today?

🕔15:59, 6.Sep 2021

Executive Summary: Will the Next Decade Look Like the Last? Help Needed—Traditional Approaches Can No Longer Do It All: While traditional core and core plus fixed income strategies have historically served as a “one-stop shop” allocation to balance risk-seeking allocations,

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Markets take the Fed’s tapering plans in stride

Markets take the Fed’s tapering plans in stride

🕔13:47, 6.Sep 2021

Equities continue to march higher. Despite the coming taper, Fed policy remains accommodative, and a strong earnings outlook supports select stocks. Although COVID-19 hospitalizations have surged, last week investors focused on the FDA’s full approval of the Pfizer vaccine. Both

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The Delta dilemma

The Delta dilemma

🕔11:58, 6.Sep 2021

Asset Allocation Monthly: During August, investor edginess increased. Financial markets partly reflected this with a decline in equities and commodities, a fall in long-term bond yields, and a rise in the US dollar. Expectations about the US Federal Reserve’s monetary

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Identifying attractive cities for UK office investing

Identifying attractive cities for UK office investing

🕔11:04, 6.Sep 2021

Property investors are examining the emerging “new normal” as input into capital deployment plans for the months ahead. If history is a guide, the UK will capture a lion’s share of planned investment because its defining features remain extremely attractive

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china and the US move apart

china and the US move apart

🕔10:26, 6.Sep 2021

A more complex relationship with a global impact 1 / It started with a trade war… 2 / …and has shifted to technology and human rights 3 / Regional political relations are becoming more complicated, too 4 / The battle

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ETFs in EM local debt: Do they work?

ETFs in EM local debt: Do they work?

🕔08:34, 6.Sep 2021

In recent years we’ve seen a surge of interest in exchange traded funds (ETFs) as a cost efficient and effective way to try and replicate market index performance. But are ETFs as effective as investors think? As part of our

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How useful are the SDGs?

How useful are the SDGs?

🕔16:02, 3.Sep 2021

The Sustainable Development Goals (SDGs) were adopted by all United Nations Member States in 2015 as a universal call-to-action to end poverty, protect the planet and ensure that all people enjoy peace and prosperity by 2030. This is a noble

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Real Estate Outlook – Edition 3, 2021

Real Estate Outlook – Edition 3, 2021

🕔15:52, 3.Sep 2021

Recovery in the economy and real estate investment markets gathered pace in the second quarter, though the new Delta variant of the virus poses a threat. Real estate showed strong returns in the first half of the year, driven by

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Should investors consider happiness rather than GDP?

Should investors consider happiness rather than GDP?

🕔15:24, 3.Sep 2021

The shift to whether we should pursue wellbeing rather than GDP growth is underway. Figuring out what makes society happy helps us identify the risks to the global economy from S in ESG.

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Japan: Olympic host’s equity market is uniquely positioned

Japan: Olympic host’s equity market is uniquely positioned

🕔13:55, 3.Sep 2021

With the Tokyo Olympics scheduled to take place later this month, all eyes will be on Japan this summer. While there has been a backlash from the Japanese public as a result of Covid-19 concerns, the intentions of the International

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Why invest in EM local currency debt?

Why invest in EM local currency debt?

🕔13:05, 3.Sep 2021

Disappointing US dollar bond returns in EM local currency debt has led to a decline in flows into the asset class over the past decade. In this paper, we discuss the key reasons to invest in EM local currency debt, some of the factors behind the recent weakness in the asset class returns and prospects for the asset class going forward. 

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Ontbossing: slimme bosbouwoplossingen die het regenwoud sparen

Ontbossing: slimme bosbouwoplossingen die het regenwoud sparen

🕔11:25, 3.Sep 2021

Het verdwijnen van tropisch regenwoud is een grote bedreiging voor onze planeet. Er liggen goede kansen voor bedrijven die helpen bij het wegnemen van de oorzaken van ontbossing. In de ongeveer vier minuten die het kost om dit artikel te

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How To Analyse Discretionary Macro Fund

How To Analyse Discretionary Macro Fund

🕔08:05, 3.Sep 2021

Whilst the definition is fairly broad, a traditional DMAC investment approach aims to build a balanced portfolio of directional trades that mix traditional and idiosyncratic premia (betas) by taking risk-on/risk-off positions using fundamental macro and market analyses that are not

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Wealth Manager Investment Survey

Wealth Manager Investment Survey

🕔13:48, 2.Sep 2021

In an era of transformative change for the wealth management industry, how are investment capabilities evolving to keep pace with client demands and business imperatives? Today, high net worth individuals (HNWI) control more assets than pension funds. That figure now

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Beleggingsnota 2022

Beleggingsnota 2022

🕔12:01, 2.Sep 2021

De Beleggingsnota 2022 van BMO Global Asset Management beschrijft onze visie op de belangrijkste ontwikkelingen voor de komende periode en de impact die deze kunnen hebben op beleggingsportefeuilles. De nota is geschreven door Jitzes Noorman, Delegated CIO en Investment Strategist

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Japan’s Digital Transformation

Japan’s Digital Transformation

🕔11:02, 2.Sep 2021

Unique and surprising, the ‘DX’ or digital transformation of the world’ s third largest economy offers exciting openings for investors. Donald Farquharson, head of Baillie Gifford’ s Japanese equities team and Thomas Patchett, Japanese Equity Specialist explain why. 

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China’s vast opportunity set – Best enjoyed undiluted

China’s vast opportunity set – Best enjoyed undiluted

🕔09:13, 2.Sep 2021

Allocations to Chinese equity and fixed income should stand alone rather than be part of global or emerging market strategies for investors looking for diversification and potential excess returns from the vast opportunity set that Chinese financial assets represent. A

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Big Tech Stocks: How to gauge regulatory risk

Big Tech Stocks: How to gauge regulatory risk

🕔08:16, 2.Sep 2021

When it comes to America’s biggest technology companies, it seems like regulatory risk has never been higher. Most large technology platforms are facing pressure from US and European authorities, while lawmakers on Capitol Hill seem more inclined to doing something

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Funding Europe’s green infrastructure finance gap

Funding Europe’s green infrastructure finance gap

🕔15:54, 1.Sep 2021

Responsible Investment has witnessed strong growth over the past five years. However, the past six months have seen it embark on a much steeper trajectory. If we take a Google Analytics view on worldwide searches for “ESG” (environmental, social and

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Focusing on the ‘S’ – What is in it for investors?

Focusing on the ‘S’ – What is in it for investors?

🕔14:59, 1.Sep 2021

Market weekly: Being inclusive can lead to better results. It can also raise a company’s standing among the general public, in the labour market, among suppliers and customers and with regulators and investors. In our view, organisations that are more

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As the Global Economy Recovers, Japan Stands in the Spotlight

As the Global Economy Recovers, Japan Stands in the Spotlight

🕔11:19, 1.Sep 2021

Upbeat outlook as Japanese market is highly geared to global recovery. While Japanese equities made solid progress during the first half of 2021, the TOPIX gaining 8.52%, year-to date (as of May 28, 2021), performance has ultimately disappointed, with Japan

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De energietransitie zal nog decennialang beleggingskansen bieden

De energietransitie zal nog decennialang beleggingskansen bieden

🕔10:30, 1.Sep 2021

De omslag naar een klimaatneutraal energiesysteem is nog maar net begonnen. Vermogensbeheerder Pictet Asset Management ziet een hele brede waaier aan beleggingskansen, die veel verder gaat dan enkel hernieuwbare energie. Investeringen in groene energie komen nu echt op gang. De

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Preparing for the start of a ‘mini-cycle’

Preparing for the start of a ‘mini-cycle’

🕔08:23, 1.Sep 2021

– The recovery phase of the US economic cycle is increasingly mature and looks set transition to its next phase in the coming months, a ‘mini-cycle’, similar to the long expansions of the 1990s and in the post-Global Financial Crisis

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