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Tag "risk"

Credit Cracks: High Yield Fundamentals and Default Risk

Credit Cracks: High Yield Fundamentals and Default Risk

🕔09:47, 16.Sep 2022

Companies are facing a number of macro headwinds and ongoing margin pressures. While this environment can be challenging, we think many high yield companies are wellpositioned to navigate an economic slowdown given low leverage, healthy balance sheets and few near-term

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What do you see as the key risks and opportunities in markets today?

What do you see as the key risks and opportunities in markets today?

🕔10:42, 9.Sep 2022

Q&A with Rob Neithart With yields at historic levels in high yield and emerging market debt, seasoned portfolio manager Rob Neithart discusses how he is approaching the key risks and opportunities in markets today. He also explains the process behind

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The Sting Is In the Tail

The Sting Is In the Tail

🕔14:07, 5.Sep 2022

Large moves in one asset class are often accompanied by large moves in other asset classes regardless of the recent correlations in markets. Introduction On 26 November 2021, news headlines were dominated by a new Covid-19 strain – Omicron –

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Holding the world in your portfolio and considering climate transition risks

Holding the world in your portfolio and considering climate transition risks

🕔15:05, 31.Aug 2022

1. Introduction The STOXX WTW Climate Transition Indices are a new approach to managing climate risk that offer investors a systematic and transparent way to incorporate climate transition risk into their investment decisions. 1 The index methodology leverages WTW’s proprietary

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ESG Challenges in Supply Chain Management – Investment Insights

ESG Challenges in Supply Chain Management – Investment Insights

🕔14:44, 31.Aug 2022

ESG risks in supply chains: Connecting the dots Supply chains are vital to many businesses. As they grow more complex, companies are exposed to a wide range of risks from environmental, social, and governance (ESG) factors. These risks can exacerbate

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New Rules of Diversification

New Rules of Diversification

🕔08:53, 16.Aug 2022

How to Prep Your Portfolio for a Different Kind of Recession Risk: During the first half of 2022, global equity markets tumbled around 20% from their January peak, with losses on typical stock/ bond portfolios almost as large, as bonds

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Geopolitical risk dashboard

Geopolitical risk dashboard

🕔14:08, 14.Jul 2022

The Russian invasion of Ukraine is the most serious security situation and humanitarian crisis in Europe since WWII, in our view. It’s also the most dangerous standoff between the U.S. and Russia since the Cuban Missile Crisis. Our BlackRock Geopolitical

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Approaches to Benchmarking Listed Infrastructure

Approaches to Benchmarking Listed Infrastructure

🕔13:58, 4.Jul 2022

Investing in infrastructure has become popular among institutional and private investors in recent years. Investors could be attracted to the potentially long-term, low-risk and inflation-linked profile that can come with infrastructure assets, and they may find that it is an

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How we think about inflation

How we think about inflation

🕔08:05, 30.Jun 2022

Investment managers at Baillie Gifford have been thinking a lot about inflation and how it affects portfolio returns in recent months. Usually, such macroeconomic questions matter less to us than the strengths of individual companies and their potential for extraordinary

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High Yield: Harvesting Income

High Yield: Harvesting Income

🕔10:11, 21.Jun 2022

For most risk assets, total return is achieved predominantly via capital price return, but not in high yield. Over long-term periods, income tends to drive the bulk of the total return for high yield bonds. In fact, over 100% of

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Dealing with Hidden Equity Risk in M&A Deals

Dealing with Hidden Equity Risk in M&A Deals

🕔08:38, 7.Jun 2022

Introduction USD22 billion to USD85 billion in the last 10 years.1 2021 was a stellar year for M&A2 activity, with more than 40,000 deals announced globally.3 Chances are that a fund manager will, at some point, be exposed to a

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Growing Risks on the Horizon

Growing Risks on the Horizon

🕔08:45, 25.May 2022

April saw the coordinated bond and equity sell-off continue as the ECB joined the increasingly hawkish tone out of the Fed and added to heightening growth concerns in the month. Indeed, this shifting in the growth-inflation balance is …

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Private markets rally to new heights

Private markets rally to new heights

🕔17:20, 24.May 2022

Private markets rebounded in 2021, after a year of pandemic-driven turbulence that suppressed fundraising and deal making. Fundraising climbed to a record of almost $1.2 trillion, up by almost 20 percent over 2020. Growth was widespread across asset classes and

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Focusing on Dynamic Risk Management

Focusing on Dynamic Risk Management

🕔09:11, 23.Mar 2022

Global stock and bond markets slumped in February as the Russian invasion of Ukraine rattled markets, creating the prospect of a global commodity shock as Western nations moved to sanction Russia, among the world’s largest …

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Surviving and Thriving As US Credit Markets Transition

Surviving and Thriving As US Credit Markets Transition

🕔16:30, 7.Mar 2022

I'm often asked to give my perspective on the current environment. Before I do, I'd like to take a step back. During most of my career, you could take credit or interest rate risk and do relatively well. This last

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Pensioenakkoord uitgelegd – Deel 8: Risicohouding

Pensioenakkoord uitgelegd – Deel 8: Risicohouding

🕔16:34, 25.Feb 2022

In de zomer van 2020 hebben het kabinet en sociale partners overeenstemming bereikt over een vergaande herziening van het pensioenstelsel. Dit pensioenakkoord heeft grote gevolgen voor hoe pensioen wordt opgebouwd en wordt belegd. In deze serie bespreken we het pensioenakkoord

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Surviving and Thriving As US Credit Markets Transition

Surviving and Thriving As US Credit Markets Transition

🕔16:05, 21.Feb 2022

I'm often asked to give my perspective on the current environment. Before I do, I'd like to take a step back. During most of my career, you could take credit or interest rate risk and do relatively well. This last

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Finding the sweet spot

Finding the sweet spot

🕔08:48, 21.Feb 2022

US inflation in January surprised once again to the upside, with the headline and core figures jumping 7.5% and 6% year-over-year, respectively. However, we note that, although these prints are the largest since 1982 and, thus, do worry market participants,

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Markets in quicksand: inflationary risks persist

Markets in quicksand: inflationary risks persist

🕔15:26, 1.Nov 2021

Like it or not, the alignment of the planets regarding inflation will last for a while. October saw the recognition of a more permanent than expected inflation, with the IMF officially stating that we are entering a phase of inflationary

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AXA Future Risks Report 2021

AXA Future Risks Report 2021

🕔15:23, 12.Oct 2021

Climate change is back at the top of the risk ranking We must be willing to act now to prevent irreversible damage, in spite of the unknown variables and risks. Among experts, climate change has returned to the top spot

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Monitoring corporates against third-party ESG data providers

Monitoring corporates against third-party ESG data providers

🕔15:39, 4.Oct 2021

At Capital Group, using third-party data is only the beginning of how we monitor potential and current investments. All holdings are reviewed against third-party ESG scores to identify potential ESG risks. Then we draw on our investment …

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Diversified private debt  portfolios for insurers

Diversified private debt portfolios for insurers

🕔10:13, 30.Sep 2021

Faced with unique and diverse challenges, insurance investors have looked to increase their exposure to less liquid markets, such as private debt, over recent years. Private debt is often well-suited to an insurer’s balance sheet and we believe that a

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Evergrande 101: Take a breath

Evergrande 101: Take a breath

🕔15:56, 27.Sep 2021

What can we overreact to today? Guess we know the answer to that one. We entered the weekend with investors looking ahead to this week’s Fed meeting and policy decision on Wednesday, plus a full slate …

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Lifecycle investing: From theory to practice

Lifecycle investing: From theory to practice

🕔08:00, 17.Sep 2021

The concept of matching asset allocation to an individual’s risk preferences has been around for decades. As the theory developed, the concept of lifecycle investing – varying asset allocation according to an individual’s age – was born. In this article,

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Opportunistic Investing in a Dynamic High Yield Market

Opportunistic Investing in a Dynamic High Yield Market

🕔11:40, 20.Aug 2021

Investment flexibility may enhance risk-adjusted returns.  With the economy continuing to recover from the global pandemic, we believe investors could benefit from an allocation to below investment-grade credit. Equity valuations appear somewhat stretched after a rally that began more than

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EBA report

EBA report

🕔16:33, 15.Jul 2021

The EBA has received several mandates to assess how to include Environmental, Social and Governance (ESG) risks into the three pillars of the banking prudential framework. This report assesses their potential inclusion in Pillar 2 by providing common definitions of

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Is diversification over?

Is diversification over?

🕔10:34, 2.Jul 2021

Diversification – exposure to multiple risky assets to help reduce portfolio risk – can enable a portfolio to thrive in many different market environments. However, after an exceptional 2020, events so far in 2021 – with US equities outperforming other

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Investment Ideas for the Next 12 Months

Investment Ideas for the Next 12 Months

🕔14:48, 15.Jun 2021

Positioning your portfolio for the risks and opportunities ahead. Investors have rarely experienced such an extraordinary period. Just as the 2020 shutdown of much of the global economy by the coronavirus pandemic was unprecedented, the recovery this year is likely to

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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

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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.

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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 …

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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 …

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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 …

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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 …

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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.

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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.

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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%

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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

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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

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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

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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

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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

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Equity Risk Monitor

Equity Risk Monitor

🕔11:33, 4.Nov 2020

October 30, 2020   

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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

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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

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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

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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

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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 …

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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

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