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Posts From Wellington

Politics, policy, and the pandemic

Politics, policy, and the pandemic

🕔14:43, 15.Oct 2020

KEY POINTS   Potential treatments/vaccines for COVID‑19, policy support, and gradually reopening economies make us more comfortable taking a pro-risk stance over our 12-month time frame. However, the market’s rebound and the prospect of a slow economic recovery leave us only moderately bullish

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Redefining “value” for a modern economy

Redefining “value” for a modern economy

🕔15:06, 9.Oct 2020

Our key conclusions include the following: We believe there is a value premium driven by market participant behavior and that, despite all the headlines, value investing is not dead. But not all value is “cheap” (and not all growth is

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A COVID-era guide to fixed income

A COVID-era guide to fixed income

🕔14:52, 2.Oct 2020

This spring, investors experienced one of the most volatile periods in modern market history. The speed with which financial markets sold off in March, and then rallied following unprecedented steps by the US Federal Reserve (Fed) and the US Treasury,

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Climate change and emerging markets: assessing opportunities and challenges

Climate change and emerging markets: assessing opportunities and challenges

🕔15:15, 25.Sep 2020

Emerging markets (EMs) are on the front lines of climate change, facing challenges that could hamper economic development and jeopardise human health and capital assets. Physical climate risks such as extreme heat, droughts, supernormal rain events, water scarcity and poor

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Climate change and emerging markets: assessing opportunities and challenges

Climate change and emerging markets: assessing opportunities and challenges

🕔15:29, 18.Sep 2020

Emerging markets (EMs) are on the front lines of climate change, facing challenges that could hamper economic development and jeopardise human health and capital assets. Physical climate risks such as extreme heat, droughts, supernormal rain events, water scarcity and poor

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Replacing the protective role of bonds in client portfolios

Replacing the protective role of bonds in client portfolios

🕔14:44, 11.Aug 2020

Record-low government-bond yields, and the potential for much of the core developed market universe to enter negative yield territory, have led to legitimate questions around the long-term inclusion of bonds in client portfolios. While bonds have …

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Fear of rebalancing? Put a disciplined policy in place

Fear of rebalancing? Put a disciplined policy in place

🕔11:53, 22.May 2020

The primary goal of rebalancing is to minimize risk relative to strategic asset allocation targets, which are deliberately set to match an organization’s return, risk, and liability or spending profile. In short, rebalancing avoids overexposure to outperforming asset classes and

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A game plan for the volatility

A game plan for the volatility

🕔14:52, 15.May 2020

Multi-Asset Outlook It’s been a humbling quarter. We thought 2020 would be a pretty good year in financial markets considering solid leading economic indicators and lower tail risks from the US-China trade war and Brexit. Then came COVID-19, followed by

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Meditations in an emergency

Meditations in an emergency

🕔12:47, 21.Apr 2020

Top of mind In the current environment, what’s “top of mind” seems to be changing week to week, if not day to day. My goal in this note (with a title borrowed from a Frank O’Hara poem) is to attempt

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Thematic investing: Seeking independent sources of excess growth

Thematic investing: Seeking independent sources of excess growth

🕔16:00, 27.Mar 2020

Key points We believe: Thematic opportunities tend to transcend typical market boundaries and categorizations. They often have multiyear return profiles not fully explained by traditional country, industry, or style factors. Technological innovation and disruption, demographic shifts, and sustainability are mega

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Insurance roadmap 2020: Three keys to success

Insurance roadmap 2020: Three keys to success

🕔09:04, 7.Feb 2020

Over the past year, I had the privilege of meeting with more than 100 global insurance companies, with total assets of around US$12 trillion on their balance sheets. While each insurer has its own particular risk tolerance, distribution strategy, regulatory

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The reemergence of global macro strategies in an unsettled world

The reemergence of global macro strategies in an unsettled world

🕔10:49, 27.Jan 2020

The reemergence of global macro strategies in an unsettled world The great recession is a distant memory. The world’s major economies have long since rebounded, companies have flourished amid a supportive policy backdrop, and asset prices have more than recovered.

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Top of Mind: Volatility’s return, fixed income’s future, and other investment head-scratchers

Top of Mind: Volatility’s return, fixed income’s future, and other investment head-scratchers

🕔18:19, 16.Dec 2019

This quarter, I start with four key topics on clients’ minds: rising market volatility, uncertainty about fixed income’s defensive role, the risk of a US recession, and the search for attractive asset classes. Then I wrap up with a “lightning

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Will consumers catch the global economy’s cold?

Will consumers catch the global economy’s cold?

🕔12:00, 8.Oct 2019

While the trade war has been dominating markets recently, we have little edge in predicting its near-term path and prefer to invest based on our view of the global economy, monetary policy, and valuations. We continue to incorporate trade-war uncertainty

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"Growth is dependent on ongoing stimulus" -> https://www.opiniopro.com/2020/10/franklin-templeton/growth-is-dependent-on-ongoing-stimulus/ #assetallocation #coronavirus #growth #stimulus

"What the #USelection means for markets … and what it doesn’t!" -> https://www.opiniopro.com/2020/10/columbia-threadneedle/what-the-us-election-means-for-markets-and-what-it-doesnt/ via @CTinvest_EMEA

"#Sector Compass #USElection: Weighing the Impact on Sectors" -> https://www.opiniopro.com/2020/10/state-street-global-advisors/sector-compass-us-election-weighing-the-impact-on-sectors/

"The question seems to come up consistently in investment meetings and in every conversation with fellow investors – from retirement plans managing their asset/ liability mix, insurance ..." -> https://www.opiniopro.com/2020/10/nuveen/20-20-vision-a-clearer-path-for-growth-3/ #global #growth

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