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Tag "alternatives"

How replicating early reporters can strengthen returns

How replicating early reporters can strengthen returns

🕔12:46, 17.Nov 2020

Before researching whether we can use this outperformance to strengthen our Alternative Beta strategy, we first assessed whether the differences in "performance might result from composition biases between the Flash and Final update."

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Merger arbitrage firms up despite equity plunge

Merger arbitrage firms up despite equity plunge

🕔15:05, 6.Nov 2020

Amid the sound and fury of renewed Covid-19 lockdowns across Europe, global equities took a plunge at the end of October, bringing the MSCI World down -3% for the full month. Bonds did not provide much protection, as fiscal stimulus

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The future of office spaces

The future of office spaces

🕔07:37, 27.Oct 2020

Contrary to common fears, Covid-19’s long-term effect on office demand might actually be accretive, or at least not destructive. Many observers have claimed that the pandemic has revealed city-center offices to be relics of the 20th century. We take a

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Refining alpha in the hedge fund world

Refining alpha in the hedge fund world

🕔09:58, 22.Sep 2020

The current challenging market environment suggests a greater need than ever for alternatives. Hedge funds, which target differentiated, positive absolute returns, provide clear potential benefits. However, institutional investors have …

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Asset Allocation and Alternatives – Top Five

Asset Allocation and Alternatives – Top Five

🕔11:20, 12.Sep 2020

#37 Next week, a lot of webinars are coming up. For example, on Tuesday Jupiter AM hosts a webinar about “The Great Inflation Debate“, on Wednesday UBP hosts a webinar on “Small Caps Specialties” and on Thursday Krane Shares hosts

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A good story drives markets…

A good story drives markets…

🕔09:45, 11.Sep 2020

Narratives, US election and CTAs The US presidential election is less than two months away. As usual, many observers label this election as perhaps the most important one ever. This time, it might very well be true. Many observers are

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Alternatives in 2020

Alternatives in 2020

🕔17:41, 4.Sep 2020

Alternatives AUM exceeds $10tn milestone amid challenging market conditions The alternatives industry has just set a new record: global assets under management (AUM) have surged to $10.31tn. We’re now well on our way to meeting Preqin’s 2018 forecast of $14tn

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Valuing Bitcoin

Valuing Bitcoin

🕔14:45, 24.Aug 2020

“It’s an insurance policy in case inflation comes back again as it did in the 1970s. I would say that if that’s a sensible thing to do, then, certainly to have 1 to 2% of your assets in Bitcoin makes

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Private equity is from Mars; hedge funds are from Venus

Private equity is from Mars; hedge funds are from Venus

🕔15:11, 14.Aug 2020

Uncommon truths 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

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Impact loans with government guarantees

Impact loans with government guarantees

🕔15:10, 3.Aug 2020

July 2020 – Alternative Fixed Income and R.I. series – Webinar 3  The downturn in financial markets as a result of the coronavirus crisis reached a turning point in March. Since then, markets have recovered strongly, with a recovery of

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Loans to Dutch SMEs: Attractive returns and a positive impact

Loans to Dutch SMEs: Attractive returns and a positive impact

🕔14:47, 15.Jul 2020

July 2020 – Alternative Fixed Income and R.I. series – Webinar 2  The downturn in financial markets as a result of the coronavirus crisis reached a turning point in March. Since then, markets have recovered strongly, with a recovery of

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Where are the opportunities in Asset Backed Securities?

Where are the opportunities in Asset Backed Securities?

🕔07:59, 7.Jul 2020

Where are the opportunities in Asset Backed Securities? …that can meet ESG risk and positive impact objectives July 2020 – Alternative Fixed Income and R.I. series – Webinar 1  The drawdown in the markets provoked by Covid-19 reached its lowest

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Morningstar – Webinar – Market Observations Across Asset Classes in Europe

🕔15:00, 6.May 2020

Webinar – Market Observations Across Asset Classes in Europe The last months have proven to be an extraordinary and unique period with some of the most volatile movements that have ever been seen, even surpassing those witnessed during the height

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Guide to Alternatives

Guide to Alternatives

🕔16:53, 17.Apr 2020

Market Insights  Powerpoint by JP Morgan Asset Management

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Ctas As Shock Absorbers

Ctas As Shock Absorbers

🕔09:44, 17.Apr 2020

Market conditions improved in the wake of the aggressive Federal Reserve announcements to tame risks in the financial system (link). The MSCI World bottomed on March 23rd and rose more than 20% since then, leaving the broad equity market benchmark

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Servicing beyond solutions

Servicing beyond solutions

🕔16:58, 2.Mar 2020

The fourth quarter ended on a high note with US equities marching to new record highs. It closed a year where the narrative mostly had been pessimistic. Uncertainties around trade tensions, Brexit, political drama and recession fears have dominated. The

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Pandemic Threat

Pandemic Threat

🕔08:34, 28.Feb 2020

Global Asset Allocation The coronavirus outbreak has become a worldwide health crisis, impacting lives across the globe. The uncertain extent of the outbreak has caused a sell-off in risk assets. Many have compared this health emergency with the Severe Acute

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CTAs lead the pack on global risk appetite. what’s next?

CTAs lead the pack on global risk appetite. what’s next?

🕔08:08, 28.Feb 2020

Risk assets have largely shrugged off recent headwinds on the back of robust macro and corporate dynamics in the U.S. The Q4-2019 earnings season delivered better than expected outcomes especially in the Technology sector. Meanwhile, labor market conditions remain buoyant

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Triodos – How impact alternatives add value to well-diversified portfolios

🕔15:00, 27.Feb 2020

Webinar Alternative investments can play an important role in setting return expectations, diversification, and the overall risk profile of a portfolio. During the webinar we will take a closer look into how adding alternative investment funds benefits the risk-return characteristics

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Asset allocation views: Multi-Asset Group

Asset allocation views: Multi-Asset Group

🕔17:08, 24.Feb 2020

Introduction All the major asset classes ended 2019 on a positive note; equities rallied particularly strongly, especially growth stocks. Part of the reason last year was so robust was the rebound from the awful fourth quarter of 2018. Despite the

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Chasing Your Own Tail (Risk), Revisited

Chasing Your Own Tail (Risk), Revisited

🕔17:00, 24.Feb 2020

AQR White Paper  One of the most important topics on investors’ minds following the Global Financial Crisis was how to protect their portfolios from the next crisis. Our paper "Chasing Your Own Tail (Risk)" was our response.1 In it, we

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Beyond 2020 – the age of the responsible investor

Beyond 2020 – the age of the responsible investor

🕔17:00, 24.Feb 2020

For investors, last year was a heady mix of trade wars, Brexit upheaval, economic pessimism, historically low interest rates and positive, but volatile, markets. It’s therefore reasonable to ask – are we in for more of the same in 2020?

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2020 ESG trends to watch

2020 ESG trends to watch

🕔16:51, 24.Feb 2020

Climate change innovators: spotting the sleeping giants Solving the climate crisis is likely to take innovative technology, scalable deployment and a bit of luck. Many envision climate saviors coming in the form of plucky startups. But alternative data is hinting

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Uncertainty tempers our enthusiasm

Uncertainty tempers our enthusiasm

🕔10:39, 21.Feb 2020

Allocation views  Our view of global growth has been getting more optimistic over the last few months as signs of stabilization have appeared in many economies. Areas that were notably weak, such as manufacturing in Germany, have turned up somewhat

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Bulls infected by a virus

Bulls infected by a virus

🕔14:38, 18.Feb 2020

Multi Asset Monthly Economic Outlook The trade truce and the stabilization in manufacturing data have reduced recession risks, but it is still too early to give an all-clear signal. How much damage business confidence has already suffered remains a question,

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Stabilization amid heightened uncertainties

Stabilization amid heightened uncertainties

🕔17:14, 17.Feb 2020

Allocation views – Perspective from Franklin Templeton Multi Asset Solutions The new year started with a bout of volatility, driven by tensions in the Middle East. US forces assassinated General Qassem Soleimani, leader of Iran’s Revolutionary Guard Corps, which grabbed headlines and

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How to grow and protect wealth for 100 years

How to grow and protect wealth for 100 years

🕔17:02, 17.Feb 2020

The allegory of the hawk and serpent The opportunity is subject to one final choice. You must decide what assets to invest in and maintain that allocation for an entire century without ever changing it. The future of your children’s

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Global Asset Allocation Views

Global Asset Allocation Views

🕔16:34, 17.Feb 2020

Themes and implications from the Multi-Asset Solutions Strategy Summit This year was dominated by trade tension, weak manufacturing and a sharp dovish shift in monetary policy. In 2020, we anticipate that headwinds from trade and manu- facturing dissipate while policy

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Insurers 2020 vision

Insurers 2020 vision

🕔13:55, 17.Feb 2020

Keeping it simple in a complicated world Throughout 2019 we focused on the concept of “Braving the Elements — Surfing the Late Cycle.” We addressed this theme at our Global Investment Forums, held in major cities across the globe…

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2020 Global Alternatives Outlook

2020 Global Alternatives Outlook

🕔07:42, 7.Feb 2020

ONE-DIMENSIONAL. FLAT. SILOED. GENERIC A common criticism of alternatives investment guidance is that it lacks the depth, breadth and context to have a meaningful impact on broader portfolio design and implementation. In this, our second annual Alternatives Outlook, with an

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Hedge Fund reactions to the coronavirus

Hedge Fund reactions to the coronavirus

🕔13:52, 6.Feb 2020

Uncertainty remains but we still expect a transitory economic impact from the Coronavirus outbreak. In a best- case scenario, authorities measures could help reverse the trend within weeks, with containment by the end of Q1. In a base-case scenario, the

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2020 Outlook A Call for Resilience

2020 Outlook A Call for Resilience

🕔17:14, 3.Feb 2020

A letter to investors from Darrell L. Cronk December 2019 2019 was largely characterized by a tug-of-war between substantial geopolitical drags and offsetting global monetary policy easing. The third slowdown of this expansion took hold at midyear, once again creating

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Presidential Election Cycles and the Markets — Blurred Vision

Presidential Election Cycles and the Markets — Blurred Vision

🕔16:34, 3.Feb 2020

20/20 Vision Founding father and Philadelphia’s adopted son Benjamin Franklin is commonly credited with the invention of bifocals. He created them to fix his dual near- and far-sightedness. In August 1784, he wrote that he was “happy in the invention of double spectacles, which

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Questions amid a constructive backdrop

Questions amid a constructive backdrop

🕔06:45, 3.Feb 2020

IN SHORT Questions surround the coronavirus outbreak, with an impact expected on Q1 data, especially in China. Markets have proven mostly resilient so far, but short-term volatility is likely to remain elevated. We maintain a more constructive view for the

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Yearly Performance Review 2019

Yearly Performance Review 2019

🕔06:55, 21.Jan 2020

In 2019, RPM portfolios again delivered mixed results in a difficult market environment with little exploitable time series momentum (TSMOM) outside of fixed income markets. After an initial sell-off, the year was characterized by a major bond rally on the

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Cyclical investing

Cyclical investing

🕔09:34, 16.Jan 2020

TAA Model Allocation – as at December 2019 As the calendar year ends, it is customary to look ahead to what the New Year might hold. In this edition of Global Outlook, we summarise the latest thoughts from our quarterly Global investment Group

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Financial Intermediary Trends for 2020

Financial Intermediary Trends for 2020

🕔08:47, 14.Jan 2020

As financial intermediaries navigate the current industry landscape to seek the best results for clients and help maximize their own performance, Mercer and Morningstar have identified five key areas for firms to consider. 1. Strong Governance Financial intermediaries are moving

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Aviva: Real Assets Study In search of resilience in an uncertain world

Aviva: Real Assets Study In search of resilience in an uncertain world

🕔18:30, 13.Jan 2020

Much has changed since we published our 2018 Alternative Income Study. At that time, the global economy was running along nicely, which was expected to bring an end to a decade of monetary easing by central banks; most major equity

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The Waiting Game Managed Futures Outlook 2020

The Waiting Game Managed Futures Outlook 2020

🕔10:57, 10.Jan 2020

What’s in store for managed futures and global macro in 2020 is really a question of how much longer we’re all willing and able to play the ‘waiting game’ with global markets seemingly hell bent on obliterating past records for

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Which alternative strategy to hedge against abond sell-off?

Which alternative strategy to hedge against abond sell-off?

🕔15:20, 7.Jan 2020

The year that has just started will challenge investors’ expectations, just as 2019 eventually contradicted the bearish mood that prevailed one year ago. For the time being, risk appetite remains strong and we believe it is unlikely to be derailed

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When focusing on the future, where do you look?

When focusing on the future, where do you look?

🕔12:53, 5.Dec 2019

2019 Global Alternative Fund Survey The alternative asset management industry must pivot strategies to focus on the future and make real-time adjustments that control that path.  

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Macro And Hedge Funds Q1 2020 Outlook

Macro And Hedge Funds Q1 2020 Outlook

🕔09:08, 27.Nov 2019

Soft manufacturing surveys are bottoming out, pointing to a turn in hard data. Monetary accommodation and less uncertainty on most trade fronts have been key contributors to this inflection, as well as front-loading ahead of the September tariffs. A modest

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The Cta hangover Probably Came To An End

The Cta hangover Probably Came To An End

🕔09:11, 22.Nov 2019

Managed Futures remains the best performing alternative strategy year-to-date, up 9.2% according to our estimates. But after a massive rally up to end-August, the hangover came with a sharp rise in bond yields in the past couple of months. The

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Small,medium,large hf: how to choose?

Small,medium,large hf: how to choose?

🕔12:09, 18.Nov 2019

Should alternative portfolios favor smaller, medium, or larger hedge funds? The choice might not be as obvious as before and may be more dependent on the stage of the business cycle. For many years, small hedge funds have steadily outperformed

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Late cycle investing

Late cycle investing

🕔18:22, 11.Nov 2019

Quarterly Investment Strategy Fourth Quarter 2019 We continue to recommend being cautious though not necessarily bearish. The global expansion is very mature and at the same time, global growth has slowed significantly compared to last year. Additionally, an elevated number

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Why CTAs

Why CTAs

🕔13:09, 7.Nov 2019

Investors’ three main arguments for investing with CTAs are: Absolute Returns Since the turn of the millennium, CTAs (Société Générale CTA Index) have performed in line with global equities (MSCI World Total Return Gross) but at a significantly lower volatility. Diversification CTAs’ return stream stems from

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US Fed takes a pill to sooth its ‘shrinking pains’

US Fed takes a pill to sooth its ‘shrinking pains’

🕔08:42, 7.Nov 2019

House View October 2019 A prominent topic in the last month (aside from the ECB’s aggressive new monetary stimulus) was the sudden cash crunch in the repo market, i.e., the market for very short-term, typically overnight, lending. On Monday, September 16,

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Geopolitical clouds start to clear

Geopolitical clouds start to clear

🕔15:35, 6.Nov 2019

In Short While some data misses continue, especially in manufacturing and in Europe, we believe that economic releases are pointing towards a stabilization in growth. Optimism is spreading that the worst may be behind us, thanks to improvements in the

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What’s the BEST managed futures program?

What’s the BEST managed futures program?

🕔08:35, 4.Nov 2019

Semi-Annual Futures Rankings What’s the BEST managed futures program?  That’s a tricky one. Do you mean: Best last year? Best for all time? Best risk-adjusted return? Best in terms of lowest drawdowns? We can all see which programs logged the

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Stock-Picking Alpha Q4 outlook

Stock-Picking Alpha Q4 outlook

🕔15:10, 24.Oct 2019

Active strategies’ relative performance in Q3 were slightly weaker than in Q2, though uneven across regions. Uncertainties soared early in Q3 with the breakup of the summer U.S.-China trade truce and bold British PM Johnson’s tactics. Later, signs of a

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