Back to homepage

Tag "risk"

High Yield Debt Can Boost Income And Return Potential Amid Low Yields

High Yield Debt Can Boost Income And Return Potential Amid Low Yields

🕔12:47, 29.Apr 2021

Downside risk management is crucial.  Volatility and low yields are likely to persist over the next few years as the global economy recovers from the shock of the coronavirus. Navigating this environment will be difficult, particularly as returns from equities

Read Full Article
Reflation trade on hold

Reflation trade on hold

🕔10:52, 6.Apr 2021

Valuations of risk assets have marked a pause in the face of a number of headwinds. In our view, valuations remain underpinned by ample central bank liquidity and the prospect, in the US, of further fiscal stimulus.

Read Full Article
Weathering Climate Change

Weathering Climate Change

🕔08:09, 22.Mar 2021

One of the most tangible effects of climate change is already well underway – the surge in extreme weather. If there was a VIX for weather, it would be near all-time highs – and trending higher still. Exhibit 2 illustrates this greater weather volatility in …

Read Full Article
Investing Amidst a Tantrum in US Bond Markets

Investing Amidst a Tantrum in US Bond Markets

🕔16:12, 15.Mar 2021

February saw US fiscal authorities take the baton from the Federal Reserve and surprise on the upside in terms of proposed spending programmes in the months ahead. This served as a tailwind for global equities and a headwind for …

Read Full Article
Yearbook 2021 Summary Edition

Yearbook 2021 Summary Edition

🕔14:29, 15.Mar 2021

This report contains extracts from the full hardcopy Credit Suisse Global Investment Returns Yearbook. In the Yearbook, renowned financial historians Professor Elroy Dimson, Professor Paul Marsh and Dr. Mike Staunton assess the returns and risks from investing in equities, bonds, cash, currencies and factors in 23 countries and in five different composite indexes since 1900. This year, the database is broadened to include 90 …

Read Full Article
Three Critical Questions Facing Fixed Income Investors in 2021

Three Critical Questions Facing Fixed Income Investors in 2021

🕔12:02, 10.Feb 2021

While a new year may be underway, at least one thing remains the same: low bond yields. We believe that the challenges and risks this environment presents may not be fully understood by investors. For that reason, we have identified three questions that we believe investors should consider: focusing on the diversification power …

Read Full Article
The Risk Rally Will Likely Continue, but It Is Vulnerable

The Risk Rally Will Likely Continue, but It Is Vulnerable

🕔15:09, 9.Feb 2021

Since the U.S. elections, asset prices have risen steadily higher. Can the risk rally continue? I believe it can as it is underpinned by three powerful drivers. However, there are also three looming risks that could undermine it.

Read Full Article
Video: Multi-Asset Conversations – Episode 1

Video: Multi-Asset Conversations – Episode 1

🕔14:33, 27.Jan 2021

In the first of the series Vincent McEntegart gives his thoughts on the broad market expectations for 2021 and Debbie King presents a short case study on how we use bank equity and bank credit in our income strategies to deliver income plus a strong risk-adjusted return.

Read Full Article
How America Invests – 2020

How America Invests – 2020

🕔07:46, 17.Dec 2020

A look at the personal investing behavior of Vanguard’s 5 million retail households Vanguard investors have a long-term risk outlook The typical Vanguard household holds a long-term, risk-taking portfolio that's both diversified and balanced. The average portfolio consists of 63%

Read Full Article
Credit investing roadmap for 2021

Credit investing roadmap for 2021

🕔13:02, 14.Dec 2020

Outlook If, like a modern-day Rip Van Winkle, you had magically slept through 2020 and then looked at the year-to-date credit returns, you might have thought: “Quite a boring year, then”. Dramatic selloffs have been largely retraced by equally dramatic

Read Full Article
Global corporate bonds Q&A with Damir Bettini: a time for selectivity and stringent credit analysis

Global corporate bonds Q&A with Damir Bettini: a time for selectivity and stringent credit analysis

🕔11:04, 14.Dec 2020

Investment Insights   Key takeaways Global corporate bonds have recovered strongly since the peak of the sell-off experienced in March. With credit spreads having tightened considerably since then, I believe the rally was justified for technical reasons due to unprecedented levels

Read Full Article
Elections and a vaccine: Implications for fixed income investors

Elections and a vaccine: Implications for fixed income investors

🕔14:50, 11.Dec 2020

Investment Insights   The US election results and the announcement of a potential COVID-19 vaccine from Pfizer have been pivotal events in markets, initially providing a substantial boost to risk assets. Mixed economic data and a rapidly rising rate of coronavirus

Read Full Article
Emerging market equity investing and the role of geographical boundaries

Emerging market equity investing and the role of geographical boundaries

🕔14:52, 9.Dec 2020

Investment Insights  As emerging markets continue their rise towards becoming one of the key drivers of global growth, improved capital and information flow have brought to the fore alternative ways of investing in the asset class. In this paper, we

Read Full Article
Highlights of last week: US Election and a Sustainable Future

Highlights of last week: US Election and a Sustainable Future

🕔17:01, 10.Nov 2020

#45 November is filled with webinars. This week, you’ve got a lot to choose from. On Wednesday, Capital Group hosts a webinar “Are disruptors the next generation of defensive stocks?” and T. Rowe Price hosts a webinar “US Election 2020

Read Full Article
Equity Risk Monitor

Equity Risk Monitor

🕔11:33, 4.Nov 2020

October 30, 2020   

Read Full Article
Nieuw Pensioencontract is gebaat bij robuust beleggingsrendement

Nieuw Pensioencontract is gebaat bij robuust beleggingsrendement

🕔11:38, 2.Nov 2020

Investment Letter Succes vereist nieuw recept op basis van bestaande ingrediënten Het Nieuwe Pensioencontract (NPC) moet een transparanter en persoonlijker pensioen opleveren dat beter aansluit bij de ontwikkelingen op de arbeidsmarkt. Daarnaast moet het perspectief op toekomstige verhogingen van de

Read Full Article
Treasury yields rise amid support for risk assets

Treasury yields rise amid support for risk assets

🕔11:18, 29.Oct 2020

Weekly Fixed Income Commentary U.S. Treasury rates closed higher last week, led by longer maturities. A constructive market tone lifted rates and supported risk assets. Prospects for additional fiscal stimulus prior to the U.S. election dimmed, but rates rose nonetheless

Read Full Article
Axioma Multi-Asset Class Risk Monitor

Axioma Multi-Asset Class Risk Monitor

🕔12:49, 28.Oct 2020 Read Full Article
The Seasons of the True Size Anomaly

The Seasons of the True Size Anomaly

🕔14:48, 16.Oct 2020

An EDHEC-Risk Institute Working Paper  This paper employs a robust portfolio sorting procedure to factor size characteristics into returns. The US size anomaly boils then down to a pure seasonal effect, fully supporting the “tax-loss-selling” hypothesis. We build a long-short

Read Full Article

Northern Trust & IPE – Webinar – Climate Risk: Preparing Your Portfolio for the Storm

🕔15:00, 23.Sep 2020

Webinar – Climate Risk: Preparing Your Portfolio for the Storm As climate change continues to impact the wider economy and drives further regulation, investors urgently need to incorporate the climate risks and opportunities across all asset classes into their portfolio.

Read Full Article
An Interesting Fall

An Interesting Fall

🕔13:23, 21.Sep 2020

Investment Perspective The relentless run in risk assets over the last five months finally faded a bit in early September, as the S&P 500 fell nearly 8% and the tech-heavy NASDAQ fell 11%. This year’s returns have been heavily influenced

Read Full Article
Why we stay moderately pro-risk

Why we stay moderately pro-risk

🕔13:01, 15.Sep 2020

Weekly commentary The broad macro backdrop has been improving, risk assets have rallied a long way, and increasing market volatility points to risks that investors will need to navigate as the U.S. presidential election draws closer. All this leaves us …

Read Full Article
Working Paper Climate Change Investment Framework

Working Paper Climate Change Investment Framework

🕔13:24, 14.Sep 2020

This paper presents a simple holistic approach to build climate risk-resilient investment portfolios based on the three key objectives of the Paris Agreement: climate change mitigation, climate change adaptation, alignment of financial flows with a low-carbon, climate resilient pathway. We

Read Full Article
Asset allocation update: leaning selectively against the wind

Asset allocation update: leaning selectively against the wind

🕔09:57, 9.Sep 2020

Multi-asset | September 2020 Most asset market returns can be distilled down to two basic elements: movements in cash flows and discount rates. In the past month or so, for risky assets such as equities, each has moved in a

Read Full Article
Measuring and Managing Carbon Risk in Investment Portfolios

Measuring and Managing Carbon Risk in Investment Portfolios

🕔13:16, 31.Aug 2020

This article studies the impact of carbon risk on stock pricing. To address this, we consider the seminal approach of Görgen et al. (2019), who proposed estimating the carbon financial risk of equities by their carbon beta. 

Read Full Article
Stocks approach new highs as risks remain elevated

Stocks approach new highs as risks remain elevated

🕔08:00, 12.Aug 2020

Weekly Investment Commentary U.S. equities rallied again last week, with the S&P 500 Index climbing 2.5% as it approached a new all-time high.1 Economic data continued to come in ahead of expectations and corporate earnings results have not been quite

Read Full Article
Pandemic, No Panic: Evidence from Institutional Investor flows

Pandemic, No Panic: Evidence from Institutional Investor flows

🕔15:30, 7.Aug 2020

Sovereign wealth funds are often referred to as “rainy-day funds”, pools of cash that their government owners can draw upon in times of economic need. It is hard to imagine a rainier day or a greater …

Read Full Article
Something Familiar, Something New

Something Familiar, Something New

🕔07:44, 6.Aug 2020

Capital Market Line   Quarterly Five-Year Forecast of Relative Risk and Return Across Asset Classes While the spiking number of Covid-19 cases in the US West and South are cause for concern, built-up consumer demand and nascent recoveries in autos, housing

Read Full Article
Axioma Multi-Asset Class Risk Monitor

Axioma Multi-Asset Class Risk Monitor

🕔15:14, 4.Aug 2020 Read Full Article
Tail Risk Hedging: Contrasting Put and Trend Strategies

Tail Risk Hedging: Contrasting Put and Trend Strategies

🕔13:33, 31.Jul 2020

The sharp market fall and speedy recovery during the eventful first half of 2020 has kept tail risk hedging topical: investors have both fresh memories of a painful loss and renewed fears of a repeat. In this paper we summarize

Read Full Article
Q3 Outlook: Optimism versus reality

Q3 Outlook: Optimism versus reality

🕔09:58, 17.Jul 2020

We believe there is a striking disconnect between market pricing and the real economy, especially with regard to expected company earnings. In the past three months, risk assets have pulled back from the brink of collapse, as policy makers hosed

Read Full Article
The Storm After the Storm?

The Storm After the Storm?

🕔13:05, 15.Jul 2020

Qontigo Applied Research Q2 2020 Insight Report In times of crisis, the focus is always on the future— hence our title for this quarter’s Insight Report. As researchers, we analyze the past in search of insights to guide us forward.

Read Full Article
A Journey into Uncharted Territory

A Journey into Uncharted Territory

🕔14:46, 13.Jul 2020

Carmignac's Note Investors are used to dealing with uncertainty – the very essence of financial markets – as they seek to anticipate what is necessarily an elusive future. However, these past six months have driven uncertainty into entirely uncharted territory,

Read Full Article
ABS, Pension Agreement and Fixed Income in our Top Five this week

ABS, Pension Agreement and Fixed Income in our Top Five this week

🕔11:13, 11.Jul 2020

#28 A variety of webinars were hosted this past week and next week a few interesting are coming up. Therefore, before we tell you the best read research of week 28, we will highlight two webinars. Last Thursday, Eurizon AM

Read Full Article
FERMA European Risk Manager Report 2020

FERMA European Risk Manager Report 2020

🕔13:09, 10.Jul 2020

Foreword We are pleased to present the results of the 2020 European Risk Manager Survey. The survey has taken place every other year since 2002 and represents the widest available picture of views of professional risk managers across Europe. The

Read Full Article
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

Read Full Article
Navigating Extended Periods of Market Volatility

Navigating Extended Periods of Market Volatility

🕔15:42, 3.Jul 2020

Risk Insights Series We are in a new era of extreme volatility that is leaving investors searching for new ways to achieve the same portfolio objectives. In an environment marked by …

Read Full Article

Eurizon AM – Webinar – Green Bonds: What happens to green when markets turn mean?

🕔10:30, 18.Jun 2020

Webinar – Green Bonds: What happens to green when markets turn mean? The recent bond market sell-off caused by the Covid19 pandemic revealed that Green Bonds held up remarkably well with just half of the losses versus the broader corporate

Read Full Article
Gold, vulnerability and global investment views in our Top Five!

Gold, vulnerability and global investment views in our Top Five!

🕔10:34, 6.Jun 2020

#23 Asset Allocation might be the most used tag on OpinioPro and this past week is no different. Furthermore, of course the calendar is a well used page as well. Don’t forget to take a look and spot an interesting

Read Full Article

S&P Dow Jones Indices – Webinar – Climate Change Investing in 2020

🕔16:00, 3.Jun 2020

Webinar – Climate Change Investing in 2020 Divesting, Decarbonizing, De-risking, and Aligning with 1.5C A complimentary webinar for investment professionals Investors recognize that climate change is one of the most pressing threats to society, and that alignment offers potential opportunities

Read Full Article

Natixis IM – Webinar – Resiliency & Risks for Global Financial Systems

🕔16:00, 28.May 2020

Webinar – Resiliency & Risks for Global Financial Systems COVID-recession consequences, fiscal and monetary responses, and implications for the US economy and capital markets will be discussed by Peter Fisher, Clinical Professor at Dartmouth’s Tuck School of Business. Peter formerly

Read Full Article

Qontigo – Webinar – Quarterly Multi-Asset Risk Review

🕔18:00, 27.May 2020

Webinar – Quarterly Multi-Asset Risk Review Differing views on the effectiveness of the fiscal and monetary responses to the COVID-19 crisis have led to an ongoing uncoupling of stock and government-bond returns. While share prices started to recover in anticipation

Read Full Article

Northern Trust AM – Webinar – ESG & Credit: How to Mitigate Both Financial And Climate Risks

🕔16:00, 27.May 2020

Webinar – ESG & Credit: How to Mitigate Both Financial And Climate Risks Institutional investors are increasingly looking at making their significant fixed income allocations part of their sustainable investing strategy. But whilst the recent market turmoil highlights the need

Read Full Article
Less Reward, More Risk

Less Reward, More Risk

🕔17:11, 18.May 2020

Investment Perspective Risk assets have rallied strongly over the last seven weeks as policy actions have been forceful, COVID-19 cases have peaked in important areas and investors have been willing to look past the short-term economic …

Read Full Article
Safety first

Safety first

🕔14:46, 15.May 2020

Q2 Outlook In our last quarterly outlook, we flagged our cautious posture on risk assets, taken due to a number of smouldering risks on the horizon. One risk we did not highlight, however, was that a pandemic would break out,

Read Full Article
Will the oil price crash lower carbon footprints?

Will the oil price crash lower carbon footprints?

🕔11:04, 13.May 2020

Multi-asset market outlook  April was a good month for most risky assets. These positive returns, however, came on the back of a brutal correction. While most asset classes rebounded in April, some failed to find a bottom. Oil prices continued

Read Full Article
Size Matters

Size Matters

🕔12:11, 12.May 2020

Global Matters Weekly There’s no two ways about it: size matters. We live in a society that admires big – The Angel of the North, the Great Wall – yet we also revere the precision of small – the microprocessor,

Read Full Article
Policy Progress

Policy Progress

🕔11:13, 12.May 2020

Investment Perspective Risk markets have rallied strongly since the fourth week of March, reflecting a collision of positive policy developments and bearish investor sentiment. After a one-month decline of 34% in the S&P 500, we have experienced a snap-back rally

Read Full Article

Northern Trust AM – Webinar – Getting the Big Decisions Right

🕔17:00, 6.May 2020

Webinar – Getting the Big Decisions Right Rebalancing Amidst Market Volatility It’s no secret that rebalancing decisions made during large market drawdowns have material long-term implications to portfolios – it generally just comes down to the choices of “when” and

Read Full Article
04 May 2020 Risks and opportunities in fixed income?

04 May 2020 Risks and opportunities in fixed income?

🕔13:19, 5.May 2020

Global Matters Weekly  Bonds, issued by both governments and corporates, will always have a significant role to play in multi-asset portfolios due to their inherent stability and reliable cash flows, which provide much needed balance for other riskier positions. However,

Read Full Article

SEARCH