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Does Style Still Matter in Emerging Markets?

Does Style Still Matter in Emerging Markets?

🕔18:27, 21.okt 2019

We recently conducted follow-up research to our 2010 study, Does Style Matter in Emerging Markets? and found that the style distinctions among investment managers that we originally identified have grown more pronounced, generating differentiated patterns of performance—patterns that, in some

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The transformative power of capital

The transformative power of capital

🕔13:11, 11.okt 2019

Asset managers can lead in equity impact investing Assets in impact investing strategies more than doubled from 2018 to 2019, to USD 502 bn1 , targeting solutions for challenges including global poverty, water scarcity and climate change. We believe that

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Secular Trends Changes in demographics: a broad and long-term opportunity set

Secular Trends Changes in demographics: a broad and long-term opportunity set

🕔14:05, 10.okt 2019

Why thematic investing? Traditional approaches to investing are constantly challenged by leading companies which are by nature innovative and, for most of them, multisectoral. Disruptors can be found in any sector or industry, making the traditional industry classification framework less

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Do high-conviction active strategies perform better?

Do high-conviction active strategies perform better?

🕔10:29, 9.okt 2019

Our latest research reveals that when looking for outperforming managers, it’s generally helpful to look for active strategies with above-average active share and below-average turnover.  Our previous research helped investors and financial advisors develop a framework for equity allocation and

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How Much Do Fees Affect the Active versus Passive Debate?

How Much Do Fees Affect the Active versus Passive Debate?

🕔16:40, 30.sep 2019

This report adds institutional accounts to the mutual funds analyzed in the S&P Indices Versus Active (SPIVA) U.S. Scorecards. We also examine the impact of fees. Overall, underperformance among institutional equity accounts was not meaningfully different from that reported for

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Value Vs. Growth: the New BuBBle

Value Vs. Growth: the New BuBBle

🕔12:02, 30.sep 2019

We have been through an extraordinary period of value factor underperformance over the last 18 months. The only comparable periods over the last 30 years are the Tech Bubble and the GFC. Historically, we would expect a very sharp reversal

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Are low-volatility strategies just value investing in disguise?

Are low-volatility strategies just value investing in disguise?

🕔18:06, 26.sep 2019

Exchange-traded funds (ETFs) focused on low-volatility stocks have been popular with investors worried about global economic uncertainty and equity valuations. Yet it’s important for investors to understand exactly what they’re getting—and not getting—with low-volatility strategies.

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Comfortable Being Uncomfortable

Comfortable Being Uncomfortable

🕔13:46, 26.sep 2019

Successful investors are a strange bunch. They can simultaneously hold in their minds multiple competing ideas. It is unusual to find a vivid imagination, nestled in steely analytics, set alongside a deep curiosity for human psychology. There is nature and

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Beyond Peak Passive

Beyond Peak Passive

🕔10:36, 26.sep 2019

There is little doubt that over the last decade, investors with portfolios including indextracking strategies, have benefited from an environment in which cheap beta has thrived. However, GAM Investments’ Matthew Beesley questions whether the unrelenting appetite for passive investing could

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Biodiversity crisis: The role of investors in resolving species extinction

Biodiversity crisis: The role of investors in resolving species extinction

🕔18:07, 23.sep 2019

For investors, biodiversity loss represents a risk to investment returns. For instance, companies which harm biodiversity through their activities will likely have to take on the punitive costs imposed on them because of their practices which harm the environment. In

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Climate scenario analysis: Assessing the future for investments

Climate scenario analysis: Assessing the future for investments

🕔15:38, 23.sep 2019

Climate change scenario analysis seeks to understand the future impact of global warming. It is currently the leading edge of thinking for investors and businesses striving to assess how climate change will affect them. This has been driven in part

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Is now the time for value?

Is now the time for value?

🕔10:28, 19.sep 2019

While September seems to have brought calmer markets at the headline level, beneath the surface this has not been the case. The past few weeks have seen momentum and growth trades come under pressure, with value outperforming growth by 4.1%

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A Window on Index Liquidity: Volumes Linked to S&P DJI Indices

A Window on Index Liquidity: Volumes Linked to S&P DJI Indices

🕔13:42, 17.sep 2019

A robust and active trading ecosystem benefits asset owners and investment managers by fostering transparency, market efficiency, and investor confidence. This paper documents, for the first time, the extent and nature of that ecosystem for indices produced by S&P Dow

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5 questions for our SmartCity portfolio manage

5 questions for our SmartCity portfolio manage

🕔12:37, 17.sep 2019

Smart Cities: Insights On A Powerful Trend Ivo Weinöhrl, Senior Investment Manager for Pictet's SmartCity strategy, explains how the powerful urbanisation trend is creating compelling investment opportunities.

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Monthly Factor Report

Monthly Factor Report

🕔12:00, 13.sep 2019

Global equity markets posted their second losing month of 2019 in August as escalating trade tensions between the world’s largest economies unnerved investors. Developed markets retreated roughly 2% in the month, with Asian markets hit especially hard. International trade in

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Using a Quality Income Strategy in Today’s Business Climate

Using a Quality Income Strategy in Today’s Business Climate

🕔16:42, 10.sep 2019

At State Street Global Advisors, our baseline call in 2019 was for investors to continue to favour US equities, based on supportive monetary and fiscal policy and a contained inflation outlook. We cautioned investors to beware of volatility, on expectations

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The impact of ESG momentum on valuations

The impact of ESG momentum on valuations

🕔18:57, 9.sep 2019

How changes in ESG ratings affect price Can you do well by doing good? Environmental, social and governance (ESG) investing has undeniably begun its ascent to the mainstream. This trend not only suggests investors are more readily prepared to pursue

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Investment Consultants And Esg: An Asset Owner Guide

Investment Consultants And Esg: An Asset Owner Guide

🕔18:46, 9.sep 2019

As institutional investors, we have a duty to act in the best long-term interests of our beneficiaries. In this fiduciary role, we believe that environmental, social, and governance (ESG) issues can affect the performance of investment portfolios (to varying degrees

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Risk and Premium –  A Tale of Value

Risk and Premium – A Tale of Value

🕔18:26, 9.sep 2019

White Paper Introduction Whatever price multiple of which you are a fan, whichever sectors you exclude, however you neutralize your exposures, whether you equal-weight or cap-weight, one thing remains true: cheap stocks have had an unhappy decade.1 In some cases

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Managing market volatility

Managing market volatility

🕔18:14, 9.sep 2019

How are defensive market strategies evolving today? Volatility is higher than in 2017, but not in a long-term context Brexit has been more concerning to investors than the China-US trade wars Investors are not driven to change strategy according to

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Top of Mind: Existential questions about value, international diversification, and China

Top of Mind: Existential questions about value, international diversification, and China

🕔18:06, 9.sep 2019

THIS QUARTER, I FOCUS ON questions being raised about the benefits of investing outside the US and in value stocks. I’ll acknowledge up front that I’m a believer in both of these strategies, but I’ve tried to compensate for any

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3 Habits Of Highly Effective ‘Active’ Investors

3 Habits Of Highly Effective ‘Active’ Investors

🕔18:04, 9.sep 2019

1 Actively understand the portfolio 2 Actively identify and combine different sources of return 3 Actively use the whole investment toolbox 

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Actively managed low beta: Accessing the benefits while managing potential risk

Actively managed low beta: Accessing the benefits while managing potential risk

🕔10:36, 4.sep 2019

We believe low-beta equity opportunities can be found across all global markets and sectors. Investing in these opportunities with traditional low-beta strategies can incur unintended risks from significant country, sector, and duration exposures versus cap-weighted benchmarks. Actively managed strategies can

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Integrating Low-Carbon and Factor Strategies in Asia

Integrating Low-Carbon and Factor Strategies in Asia

🕔17:59, 3.sep 2019

Low-carbon and factor-based investing are two key trends in the global investment management industry. This paper investigates the impact of low-carbon screening on traditional market-cap-weighted portfolios and factor portfolios (quality, value, momentum, and low volatility) across seven Asian markets: Australia,

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Factor Investing in Currency Markets: Does it Make Sense?

Factor Investing in Currency Markets: Does it Make Sense?

🕔09:01, 25.jun 2019

The concept of factor investing emerged at the end of the 2000s and has completely changed the landscape of equity investing. Today, institutional investors structure their strategic asset allocation around five risk factors: size, value, low beta, momentum and quality.

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Zoek

Asset Allocation Consensus September

Twitter

The integration of #ESG criteria often has a greater impact for emerging countries. Find out why in an interview with our expert #Karine_Jesiolowski (via @allnews_ch).

Low interest rates drive housing market -> https://t.co/XjhuRim2P7 #Interest #mortgages via @ABNAMROeconomen

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