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Te duur wanbetalingsrisico biedt kansen voor obligaties uit opkomende landen

Te duur wanbetalingsrisico biedt kansen voor obligaties uit opkomende landen

🕔14:29, 9.Dec 2022

Obligaties uit opkomende markten werden getroffen door inflatie, renterisico's, een stijgende dollar en geopolitieke spanningen. Maar de bezorgdheid over wanbetaling is overdreven. Beleggers in obligaties uit opkomende markten hebben zelden te maken gehad met een meer complexe economische en geopolitieke

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Alternative Fixed Income and ESG integration

Alternative Fixed Income and ESG integration

🕔12:35, 9.Dec 2022

In this first podcast series on Alternative Fixed Income and ESG we take a look at ESG integration in Alternative Fixed Income: more specifically in Dutch mortgages, Asset Backed Securities and the Government Related Investment Fund. Why invest in Alternative

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The case for investment grade corporate bonds

The case for investment grade corporate bonds

🕔10:58, 9.Dec 2022

Key takeaways Investment grade corporate bonds could play a vital role in terms of adding balance and resilience as part of a core fixed income allocation within a balanced portfolio. The asset class has provided an attractive alternative to developed

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Building Asymmetry in Portfolios

Building Asymmetry in Portfolios

🕔08:22, 9.Dec 2022

Monthly Investment Outlook: Global activity slowed down in late December and should remain moderate in Q1-22. The Omicron impact was limited to a few services, but disruption remained in place in …

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Net Zero Investment Portfolios Part 1. The Comprehensive Integrated Approach

Net Zero Investment Portfolios Part 1. The Comprehensive Integrated Approach

🕔16:08, 8.Dec 2022

The emergence of net zero emissions policies is currently one of the most important topics among asset owners and managers. It considerably changes portfolio allocation and the investment framework of both passive and active investors. The academic literature generally concludes

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Sovereign Sustainability Report 2022

Sovereign Sustainability Report 2022

🕔13:08, 8.Dec 2022

Our sustainable strategies have often been in a minority with their clear stance against investing in the sovereign debt of autocracies. Having rationalised the annexation of Crimea, many academics, politicians, and investors believed that as long as business is flowing,

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Investment Outlook 2023

Investment Outlook 2023

🕔12:53, 8.Dec 2022

As we look to 2023 the most important question is actually quite straightforward: will inflation start to behave as economic activity slows? If so, central banks will stop raising rates, and recessions, where they occur, will likely be modest. If

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Why natural capital now?

Why natural capital now?

🕔09:48, 8.Dec 2022

Institutional investors are increasingly turning to natural capital investments (NCI) for inflation protection, diversification benefits, stable returns, and solutions to global environmental challenges. The combination of low volatility of investment returns and a competitive historical performance allows natural capital investments

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After a Good Run, Value Looks Anything but Exhausted

After a Good Run, Value Looks Anything but Exhausted

🕔07:43, 8.Dec 2022

The 12 months to September 30 were the best for value relative to growth performance since the fall of 2001. It was a huge relief for those value investors who managed to survive the long period of growth ascendance since

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Implications Of An Inverted Yield Curve

Implications Of An Inverted Yield Curve

🕔16:30, 7.Dec 2022

With the Federal Reserve (Fed) continuing to hike interest rates, the probability of a sustained inversion in the yield curve is on the rise. Historically, an inverted yield curve, a common phenomenon late in an expansionary cycle, has been one

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Duurzaam beleggen in de gezondheidszorg

Duurzaam beleggen in de gezondheidszorg

🕔14:02, 7.Dec 2022

Waarom de particuliere gezondheidszorgsector beleggers de mogelijkheid biedt om aantrekkelijke rendementen te behalen en het 'sociale' aspect van ESG aan te pakken. Bij duurzaam beleggen wordt de 'S' in ESG vaak verwaarloosd. De aandacht van beleggers wordt meestal getrokken door

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Biodiversiteit: De volgende stap in duurzaam beleggen?

Biodiversiteit: De volgende stap in duurzaam beleggen?

🕔12:30, 7.Dec 2022

De biodiversiteit van onze planeet – de verscheidenheid aan dier- en plantensoorten – stort in. Ze neemt af in een tempo dat tientallen tot honderden malen hoger ligt dan het gemiddelde in de afgelopen 10 miljoen jaar. Het tempo neemt

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Uncorrelated Strategies

Uncorrelated Strategies

🕔10:26, 7.Dec 2022

For decades, investors have used a traditional balanced approach to asset allocation, diversifying across fixed income and equities. Investors have typically relied on fixed income to preserve capital and generate income, whilst looking to equities for capital appreciation. Although this

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Rational rebalancing: An analytical approach to multiasset portfolio rebalancing decisions and insights

Rational rebalancing: An analytical approach to multiasset portfolio rebalancing decisions and insights

🕔08:01, 7.Dec 2022

Investors’ portfolios should align with their goals and risk preferences, which makes the rebalancing of the asset allocation in a portfolio an important practice. Among the numerous rebalancing methods, is one more risk-returnefficient and cost-effective than others? In this paper,

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Investing in the fight against a worsening obesity epidemic

Investing in the fight against a worsening obesity epidemic

🕔15:40, 6.Dec 2022

Obesity has quickly reached global epidemic proportions over recent years with levels close to tripling since 1975. Despite the hugely detrimental impact this is having on people’s health and growing burden on healthcare systems around the world, however, medical intervention

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Trend-Following: Why Now? A Macro Perspective

Trend-Following: Why Now? A Macro Perspective

🕔14:40, 6.Dec 2022

Trend-following managers are having a banner year so far in 2022 amidst a year of turmoil for traditional portfolios. Trend following has provided valuable diversification1 to investors who stuck with the strategy against losses in traditional allocations; the SG Trend

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The peaking of Eurozone inflation

The peaking of Eurozone inflation

🕔11:59, 6.Dec 2022

Unusually, inflation in the Eurozone is well above that of the US. We believe that two important factors, dollar and European gas price strength, are already fading. Hence, we think Eurozone inflation may have peaked and expect it to fall

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Is there a cure for current weakness in Chinese health care stocks?

Is there a cure for current weakness in Chinese health care stocks?

🕔10:00, 6.Dec 2022

Health care has been the worst-returning sector in China since the peak of the market last year. Behind this decline has been geopolitical tensions, macroeconomic risks and domestic policy. Long term, the outlook is still encouraging, however, with demographics supporting

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European High Yield: forward looking expectations

European High Yield: forward looking expectations

🕔08:00, 6.Dec 2022

As the world faces challenges from weakening growth, inflation and policy tightening, the good news for European High Yield investors is that the underlying strength in the asset class has been on an improving trajectory over the last two decades.

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Global Wealth Report 2022

Global Wealth Report 2022

🕔16:26, 5.Dec 2022

By the end of 2021, global wealth totaled an estimated USD 463.6 trillion, which is an increase of 9.8% versus 2020 and far above the average annual +6.6% recorded since the beginning of the century. Setting aside exchange rate movements,

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Economic and Strategy Viewpoint Q4 2022

Economic and Strategy Viewpoint Q4 2022

🕔15:33, 5.Dec 2022

The coming year is expected to be one of recession for the advanced economies with the eurozone now expected to join the US and UK in recording a fall in output for 2023 as a whole. The emerging markets have

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Wage Growth in Europe: Evidence From Job Ads

Wage Growth in Europe: Evidence From Job Ads

🕔12:28, 5.Dec 2022

Faced with the risk of persistently high inflation, both the European Central Bank (ECB) and the Bank of England increased their main policy rates substantially in 2022. Policymakers have signalled that more increases are coming. To calibrate the scale and

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EMEA-Listed ETF Flash Flows

EMEA-Listed ETF Flash Flows

🕔10:32, 5.Dec 2022

ETFs continued to post strong net inflows, gathering $5.0bn last week. Equity ETFs captured $2.8bn while Fixed Income enjoyed inflows of $2.3bn. Money Market and Commodity, on the other hand, endured muted net outflows of $104mn and $52mn, respectively. 

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Global View – Q4 2022

Global View – Q4 2022

🕔07:44, 5.Dec 2022

Asset class returns in the long term We have certainly had plenty of surprises this year. As far as the economy is concerned, few of them have been positive so far. The war in Ukraine and the bottlenecks created by

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Alternative Investment Solutions: Quarterly Strategy Review and Outlook

Alternative Investment Solutions: Quarterly Strategy Review and Outlook

🕔16:42, 2.Dec 2022

During Q3 2022, global markets continued to fall across the board, from equities, to bonds and commodities. No region, sector or style was immune to it. After a relief rally in July, equities fell, and bond yields rose as inflation

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ESG Megatrends: Demographics

ESG Megatrends: Demographics

🕔13:41, 2.Dec 2022

General demographics trends can be decomposed in four subcategories: population growth, population ageing, migration and urbanization. Changes in any of these segments can cause different types of impact on both economic and social developments depending on the geographical region these

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Aanpak biodiversiteitsverlies: de gevolgen voor de beleggingswereld

Aanpak biodiversiteitsverlies: de gevolgen voor de beleggingswereld

🕔12:40, 2.Dec 2022

Het verlies aan biodiversiteit vormt een minstens even grote bedreiging voor de leefbaarheid van de aarde als klimaatverandering. De wijze waarop het probleem wordt aangepakt, heeft grote gevolgen voor de beleggingswereld. In Nederland is de uitstoot van broeikasgassen in het

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Recession watch: triggers, outlook and what next for central banks

Recession watch: triggers, outlook and what next for central banks

🕔10:05, 2.Dec 2022

While recession risk is clearly elevated around the world, they are notoriously hard to predict with any accuracy, in terms of timing, duration or impact. Rather than forecasting exactly when global markets might fall into recession this time, the following

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2022 Global Retirement Index

2022 Global Retirement Index

🕔07:46, 2.Dec 2022

Global retirement security challenges come home to roost in 2022. The warning signals are blaring and the gauges are flashing bright red in 2022 as key risk concerns for retirement security are coming to a head in today’s rapidly changing

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Inflation and the correlation conundrum

Inflation and the correlation conundrum

🕔16:15, 1.Dec 2022

Why it’s time to look at liquid alternatives in a new light: The current market environment has not been kind to traditional multi-asset portfolios, with bonds providing little offset in an equity market brought down by rising interest rates. Central

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2023 Macro Outlook

2023 Macro Outlook

🕔16:00, 1.Dec 2022

Natixis Investment Managers (Natixis IM) hosted a 2023 Macro Outlook event for the UK media, at which four thought leaders from Natixis IM and its affiliates gathered to discuss the 2023 investment environment and how to generate value for investors

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Quality Time In Small Cap

Quality Time In Small Cap

🕔12:17, 1.Dec 2022

Quality investing is an approach well suited to small cap equity. As an asset class, small cap has become notably cheap this year. GMO recently launched a Small Cap Quality Strategy to take advantage of the alignment of attractive long-term

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The Times They Are A-Changin’

The Times They Are A-Changin’

🕔10:15, 1.Dec 2022

As our endowment and foundation survey illustrates, CIOs have done an excellent job of leveraging high quality managers to deliver stellar returns across a variety of asset classes. The question now is: What’s next? Both our objective findings and our

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Risk-Off, Yield-On

Risk-Off, Yield-On

🕔08:38, 1.Dec 2022

With interest rates higher amid a challenging macro environment, we see a compelling case for bond allocations and are cautious about higher-risk investments

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Angst in the global FX village

Angst in the global FX village

🕔15:17, 30.Nov 2022

The FX regime of the last 20-25 years was characterised by a massive accumulation of USD reserves by export-oriented Asian countries, overall low FX volatility, and a still dominant role for the USD as a ‘public good’ facilitating global trade.

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Private equity’s role grows in volatile times: Montana Capital Partners annual survey results

Private equity’s role grows in volatile times: Montana Capital Partners annual survey results

🕔13:43, 30.Nov 2022

Montana Capital Partners (“mcp”) has published its 10th Annual Investor Survey, titled “The role of private equity in volatile times — how leading investors respond to the new market environment”, which explores the current investment strategies and preferences of global

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Some light for investors after the storm – Outlook 2023

Some light for investors after the storm – Outlook 2023

🕔12:26, 30.Nov 2022

We expect global growth to slow significantly, with several countries across both developed markets (DM) and EM suffering stagnation, while others may face a slowdown at best. Global growth should land at around 2.2% in 2023, down from 3.4% in

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Annual Investor Survey 2022

Annual Investor Survey 2022

🕔10:32, 30.Nov 2022

Montana capital partners (“mcp”) is pleased to present the results of its 10th Annual Investor Survey, which gathers the views of institutional investors, such as banks, asset managers, pension funds, insurance companies, and sovereign wealth funds (classified throughout the report

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Quick take: Austerity deferred in the UK

Quick take: Austerity deferred in the UK

🕔08:28, 30.Nov 2022

It is hard to believe but just under eight weeks ago, Kwasi Kwarteng, then UK chancellor, announced his ‘growth plan’ comprising the Truss government’s energy price guarantee and large tax cuts. At the time, I described the announcement as radical

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Investing in Influence

Investing in Influence

🕔16:46, 29.Nov 2022

Companies invest billions of dollars in political influence through lobbying, campaign contributions, and other means. However, as with other intangible assets, political capital tends to be overlooked by the market. We show how investors can earn excess returns buying undervalued

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EMEA-Listed ETF Flash Flows

EMEA-Listed ETF Flash Flows

🕔14:41, 29.Nov 2022

ETFs posted strong net inflows , gathering $2.7bn last week. Equity ETFs captured $1.9bn while Fixed Income enjoyed inflows of $1.0bn. Commodity, on the other hand, endured net outflows of $217mn.

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Clean hydrogen: Opportunities beyond the hype

Clean hydrogen: Opportunities beyond the hype

🕔12:36, 29.Nov 2022

Hydrogen can be used as a carrier of energy, and as an input into chemical and industrial processes. Clean hydrogen is, therefore, a crucial decarbonisation tool for a range of industrial activities including steel, aluminium, iron and chemical production. We

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Risk & Reward – Third edition

Risk & Reward – Third edition

🕔10:23, 29.Nov 2022

While most investors are open to equity exposure in a low volatility market, they tend to shy away as volatility increases. To counteract equity volatility, asset managers have traditionally added perceived ‘safe haven’ assets like government bonds to the portfolio.

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History Lessons: How “Transitory” Is Inflation?

History Lessons: How “Transitory” Is Inflation?

🕔08:00, 29.Nov 2022

Bad news: History tells us that once the inflation genie is out of the bottle, it can take far longer to return to normal levels than most people realize. Indeed, when Federal Reserve Chair Paul Volker took office in 1979,

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The Big Picture 2023 Outlook

The Big Picture 2023 Outlook

🕔16:50, 28.Nov 2022

Given our view that 2023 will be a year of transition from a contraction regime to one of recovery, we reduce the defensiveness of our Model Asset Allocation, while keeping some powder dry for when recovery is confirmed. We are

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Long Term Outlook: Macroeconomic Scenarios and Expected Returns 2023-2026

Long Term Outlook: Macroeconomic Scenarios and Expected Returns 2023-2026

🕔14:56, 28.Nov 2022

To many investors, this year will feel like a rollercoaster. Several major developments have impacted the world economy, and in response, financial markets have reacted fiercely by repricing asset markets. Especially at times like these, it’s important to take a

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Artificial intelligence for sustainable finance: why it may help

Artificial intelligence for sustainable finance: why it may help

🕔10:16, 28.Nov 2022

Developments in Artificial Intelligence (AI) and machine learning have led to the creation of a new type of ESG data that do not necessarily rely on information provided by companies. This paper reviews the use of AI in the ESG

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Artificial Intelligence and ESG: How do they fit?

Artificial Intelligence and ESG: How do they fit?

🕔08:32, 28.Nov 2022

The good news is that AI tools are available now which can collect and analyse more information on ESG risks and opportunities than ever before. These tools improve the quality of data, analyse it effectively and create new exciting opportunities. 

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Obligatiebeleggers en de verleidingen van de Costanza-regel

Obligatiebeleggers en de verleidingen van de Costanza-regel

🕔14:37, 25.Nov 2022

Moeten wereldwijde obligatiebeleggers, na een moeilijk begin van het jaar, George Costanza van Seinfeld volgen en tegen hun instinct in handelen? Voor obligatiebeleggers zijn het ongelooflijk moeilijke maanden geweest. Er was geen plaats om zich te verbergen, aangezien de meeste

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The end of an era

The end of an era

🕔12:55, 25.Nov 2022

Monthly Investment Outlook: With the September swoon in risk assets, markets have simply moved to unprice the optimism built up over the summer about the prospects of a pause in Fed tightening …  

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