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Tag "volatility"

BNP Paribas AM – Investment Academy – Options, volatility and managing the risk in an Equity portfolio

🕔10:00, 1.Dec 2021

How do you manage Equity within a portfolio and how do you prepare for changes in the markets? In this ½ day classroom session Neil Schofield looks at Equity risk management, engaging you through Excel activities and interactive questions. During

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The Return of Volatility May Signal a Buying Opportunity, Not a Bear Market

The Return of Volatility May Signal a Buying Opportunity, Not a Bear Market

🕔10:49, 22.Sep 2021

Judging from the performance of equity markets alone, the past four to six weeks appear to have followed the theme of the previous 12 months: a relentless rally in risk assets. When other markets are considered, though, a very different picture emerges.

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Patience is a virtue

Patience is a virtue

🕔10:34, 8.Sep 2021

Thematic equities in focus:  After the rotation witnessed in Q1 2021, the second quarter was quieter, with elements of the inherent market volatility having subsided. However, investors continue to have questions around the prospect of inflation as economies continue to

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China: Transitioning To A Brave New World

China: Transitioning To A Brave New World

🕔09:04, 26.Aug 2021

The return of volatility to China markets. China’s equity markets have been roiled by a combination of concerns in recent weeks, culminating in the fallout from the Archegos family office liquidations in late March. However, this volatility has retraced …

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Getting granular

Getting granular

🕔13:03, 23.Aug 2021

Portfolio perspectives – August 2021: The volatility we have seen just in the two months since we published our midyear investment outlook reflects – in our view – the unusually wide range of divergent yet plausible economic outcomes that potentially

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Emerging markets miss out on equities and bonds surge

Emerging markets miss out on equities and bonds surge

🕔10:14, 10.Aug 2021

Weekly investment update: At first sight, the direction of financial markets in July might have come as a surprise: global equities posted their sixth consecutive monthly gain despite a steep drop in emerging market equities, while bond markets also recorded

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Senior Loan Talking Points

Senior Loan Talking Points

🕔08:38, 27.May 2021

In a week marked by volatility in broad risk markets related to concerns around inflation, the U.S. loan market maintained a steady pace, as the S&P/LSTA Leveraged Index (the “Index”) posted an advance of 0.09% for the seven-day period ended

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Podcast: EUR Cash is not king

Podcast: EUR Cash is not king

🕔16:03, 29.Apr 2021

Flash update: Ever since 2014, deposit rates in Europe have been negative, creating a headache for investors with this phenomenon unlikely to change in the near future. Current market pricing, for instance, does not have the deposit rate returning 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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Volatility in rates little seen in HY so far

Volatility in rates little seen in HY so far

🕔09:31, 27.Apr 2021

Volatility in interest rates year-to-date has unevenly impacted credit markets. Investment grade credit (IG) weakened in sympathy with sovereign yields, especially in high quality and long duration paper. IG bonds were down -3.6% in the U.S. year-to-date, and -0.5% in

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Taking a look at #Asia – Research Highlights

Taking a look at #Asia – Research Highlights

🕔08:56, 23.Apr 2021

In April T. Rowe Price published an article named “Why ESG Factors Matter in Asia Credit Investing”. In the article, they discuss the upcoming importance of ESG factors when looking at Asian credit. T. Rowe Price expects that the ESG

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Taking a look at #InterestRates – Research Highlights

Taking a look at #InterestRates – Research Highlights

🕔14:55, 9.Apr 2021

In a recent publication by Janus Henderson they ask the question if the recent rise in rates is sustainable. They state that the recent rise in rates has made a couple things clear, namely: The recent rise is undoing the even faster decline from last year and secondly that the initial …

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The Bank of Japan – keeping a lid on volatility

The Bank of Japan – keeping a lid on volatility

🕔14:37, 6.Apr 2021

In its meeting last week, the Bank of Japan (BoJ) announced several changes in its monetary policy framework, but also confirmed its policy to keep yields under control. While other government bond markets have seen quite some volatility in the …

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Fasten Your Seatbelt for More Interest Rate Volatility

Fasten Your Seatbelt for More Interest Rate Volatility

🕔12:13, 1.Apr 2021

Rising global bond yields and interest rate volatility have been dominant themes in fixed income markets so far this year. In our latest investment team meetings, we discussed how likely these trends are to continue—and the potential implications for bond markets and central bank policies if they do.

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Sustainability & Credit Spreads: From Leaders to Improvers

Sustainability & Credit Spreads: From Leaders to Improvers

🕔10:51, 3.Mar 2021

The shift towards a more sustainable global economy continues to accelerate. At Aegon AM, we believe this secular shift will continue to present opportunities for investors. Entire industries and sectors are evolving as consumers and investors alike demand sustainable solutions, and governments around the world enact regulations to drive sustainability. From …

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The Next Leg of Recovery

The Next Leg of Recovery

🕔11:25, 17.Feb 2021

2021 began with renewed bouts of volatility with a tug of war emerging between concerns over slow vaccine rollouts especially on the continent and delays in US fiscal support against positive earnings trends.

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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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UBP – Webinar – Managing liquidity in a low yielding environment

🕔09:00, 3.Feb 2021

Webinar – Managing liquidity in a low yielding environment 20 MINUTES with UBP – Fixed Income Opportunity Focus In a moderate growth and low rate scenario which seems to be prevailing, maintaining liquidity has become extremely costly for investors. Active

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Navigating Extended Periods of Market Volatility

Navigating Extended Periods of Market Volatility

🕔09:59, 8.Dec 2020

In an environment marked by rapid market swings, investors looking to consistently outperform will have to increase their emphasis on downside protection while maintaining their upside participation.

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Capital Group Global High Income Opportunities (LUX) (GHIO) Q&A with Rob Neithart

Capital Group Global High Income Opportunities (LUX) (GHIO) Q&A with Rob Neithart

🕔12:45, 2.Dec 2020

Q&A with Rob Neithart, Fixed Income Portfolio Manager Based in Los Angeles We have experienced an extraordinary year so far. How did GHIO navigate the volatility and what have you done in the portfolio since then? Going into the period of

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The economy is deglobalizing, should my portfolio too?

The economy is deglobalizing, should my portfolio too?

🕔14:56, 3.Nov 2020

Global Investing Of course, the impact of next week’s elections in the US goes well beyond the economic and financial realm, but from our narrow angle, we will follow the results across two dimensions. One is volatility: whether a winner

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Back to square zero?

Back to square zero?

🕔13:07, 3.Nov 2020

Of course, the impact of next week’s elections in the US goes well beyond the economic and financial realm, but from our narrow angle, we will follow the results across two dimensions. One is volatility: whether a winner emerges quickly

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Index Dashboard: Dispersion, Volatility & Correlation

Index Dashboard: Dispersion, Volatility & Correlation

🕔09:18, 3.Nov 2020

Above-average equity volatility continued in October, despite a decline from last month’s level for the S&P 500 and most of our reported indices. The short-term trend was less encouraging: much of October’s volatility occurred during a choppy final week as

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US elections: an insider’s view

US elections: an insider’s view

🕔09:47, 30.Oct 2020

Investment Insights – US elections: an insider’s view  To briefly re-cap how the US presidential election works: it is decided not by the popular vote but by the electoral college vote. The successful candidate in each state takes all the

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What the US election means for markets … and what it doesn’t!

What the US election means for markets … and what it doesn’t!

🕔14:50, 16.Oct 2020

Markets | October 2020  While every US presidential election is contentious, this year’s race seems especially divisive. Partisanship is extreme, and the difference between Donald Trump and Joe Biden in approach, personality and behaviour is stark. The charged rhetoric may

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Business As Usual

Business As Usual

🕔09:50, 15.Oct 2020

September 2020 Bitcoin Volatility Report  – Sept. kicked off with bitcoin’s annualized volatility touching a 5-week low of 38.8%, only to then rally above 50% on Sept. 3, bounce between 50% and 56%, and snap a 5-month downtrend by concluding

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Contraction > recovery > late cycle

Contraction > recovery > late cycle

🕔11:07, 6.Oct 2020

CROSS ASSET Investment Strategy Monthly #10 October 2020 Investors have been dealing with rising volatility in equities and initial signs of a fall in the extreme market complacency over the last few months. This is leading to some key divergences

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A COVID-era guide to fixed income

A COVID-era guide to fixed income

🕔14:52, 2.Oct 2020

This spring, investors experienced one of the most volatile periods in modern market history. The speed with which financial markets sold off in March, and then rallied following unprecedented steps by the US Federal Reserve (Fed) and the US Treasury,

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Private real assets: improving portfolio diversification with uncorrelated market exposure

Private real assets: improving portfolio diversification with uncorrelated market exposure

🕔07:47, 2.Oct 2020

Since the global financial crisis, interest rates have been anchored at unprecedented lows. At the same time, stock and bond investments have produced positive returns along with bouts of significant volatility. This has left many investors questioning long-held return expectations

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Private real assets: improving portfolio diversification with uncorrelated market exposure

Private real assets: improving portfolio diversification with uncorrelated market exposure

🕔09:29, 1.Oct 2020

Since the global financial crisis, interest rates have been anchored at unprecedented lows. At the same time, stock and bond investments have produced positive returns along with bouts of significant volatility. This has left many investors questioning long-held return expectations

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US corporate bonds: resilience through adversity

US corporate bonds: resilience through adversity

🕔07:40, 1.Oct 2020

Investment Insights  The Capital Group US Corporate Bond strategy showed tremendous resilience through the worst of the volatility experienced towards the end of the 2020 first quarter. In this paper, we take a closer look at this strategy and how

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Highlights week #39

Highlights week #39

🕔11:28, 26.Sep 2020

#39 September is a busy month for webinar-watchers! A lot of subjects are discussed, for example “Modern Monetary Theory” or “Small Caps“. A lot of research was posted last week and in this blogpost we will highlight a few we

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Japan: all eyes on the next prime minister

Japan: all eyes on the next prime minister

🕔15:03, 25.Sep 2020

Equities | September 2020  Following an eight-year term, Shinzo Abe announced he will stand down as Prime Minister of Japan due to a deterioration in his physical health. Japan’s Topix Index dropped around 2.5% in reaction to the news on

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SPIVA® U.S. Scorecard

SPIVA® U.S. Scorecard

🕔09:58, 24.Sep 2020

Drastic volatility hit the U.S. stock market in the first half of 2020. The S&P 500® declined by 3.1%, with negative returns also posted by the S&P MidCap 400® (-12.8%) and the S&P SmallCap 600® (-17.9%). The S&P 500 reached

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Making Hard Choices in Extraordinary Times

Making Hard Choices in Extraordinary Times

🕔13:00, 23.Sep 2020

Renewed equity market volatility highlights the need for portfolio breadth. U.S. markets have sold off sharply after reaching record highs, driven by a correction in large‑cap technology stocks. With equity markets showing resilience throughout the summer, investors have raised concerns about market

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Greater inflation risks ahead

Greater inflation risks ahead

🕔09:38, 23.Sep 2020

Weekly commentary We see a higher inflation regime in the medium term after a decade of inflation persistently undershooting central bank targets. Three new forces are at play: rising global production cost, new central bank policy frameworks that allow for …

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Grindin’ Higher

Grindin’ Higher

🕔11:31, 14.Sep 2020

August 2020 Bitcoin Volatility Report • A surge in volatility in late-July trickled into August and subsequently drove annualized volatility up to an intramonth high of 60% on August 25, in addition to a +53% jump MoM in volume traded.

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Family Offices & LTCMA in our Top Five

Family Offices & LTCMA in our Top Five

🕔10:08, 5.Sep 2020

#36 It was a bit quiet in webinar-world the past month, but this month our calendar is quite busy again. For example, next week Capital Group hosts a webinar called “10 investment themes for the next 10 years“. The week

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The Pandemic Stress Test

The Pandemic Stress Test

🕔09:47, 18.Aug 2020

Examining the resiliency of US government securities repo and clearance settlement in Q1 2020 The volatility between late February and early April 2020 was the largest stress event international capital markets have witnessed since the 2007-2009 global financial crisis. Unlike

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‘Don’t cry for me Argentina’ in een nieuw schuldendrama

‘Don’t cry for me Argentina’ in een nieuw schuldendrama

🕔15:00, 17.Jul 2020

Wederom staat Argentinië aan de rand van een schuldencrisis. De lage waarderingen van effecten bieden instapkansen, maar beleggers moeten zich wel instellen op grote volatiliteit. Een positieve uitkomst in de opgeschorte onderhandelingen met internationale …

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FTSE Russell – Webinar – Factor Performance Review and Insight

🕔11:00, 16.Jul 2020

Webinar – Factor Performance Review and Insight Join our webinar for analysis and examination of the impact that COVID-19 volatility has had on regional factor performance and factor valuations. Philip Lawlor, managing director, Global Markets Research, and Marlies van Boven,

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Global Policy Rates Stuck in Lockdown

Global Policy Rates Stuck in Lockdown

🕔14:50, 7.Jul 2020

How interest rates could remain at emergency levels for a sustained period. KEY INSIGHTS Central banks are likely to remain cautious for some time, keeping the short end of developed government bond curves anchored. Longer-dated government bonds could face greater volatility

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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 …

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Fundamentals return to the forefront in emerging-market debt

Fundamentals return to the forefront in emerging-market debt

🕔15:32, 19.Jun 2020

Volatility related to the COVID-19 outbreak and dramatic oil price decline in Q1 2020 precipitated a …

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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

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Morningstar – Webinar – Long-Term Equity Investing in Volatile Markets

🕔11:00, 17.Jun 2020

Webinar – Long-Term Equity Investing in Volatile Markets Join Alex Morozov, Morningstar’s Head of the European Equity research team, as he provides broad assessment of equities’ long-term attractiveness in a highly uncertain world as well as an overview of Morningstar

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Morningstar – Webinar – Long-Term Equity Investing in Volatile Markets

🕔11:00, 17.Jun 2020

Webinar – Long-Term Equity Investing in Volatile Markets Join Alex Morozov, Morningstar’s Head of the European Equity research team, as he provides broad assessment of equities’ long-term attractiveness in a highly uncertain world as well as an overview of Morningstar

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Fundamentals return to the forefront in emerging-market debt

Fundamentals return to the forefront in emerging-market debt

🕔14:16, 5.Jun 2020

Volatility related to the COVID-19 outbreak and dramatic oil price decline in Q1 2020 precipitated a …

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Finisterre Capital – Webinar – Emerging Market Debt

🕔10:30, 4.Jun 2020

Webinar – Emerging Market Debt As uncertainty continues to cloud global markets, Finisterre Capital’s Damien Buchet, CIO Total Return Strategy, will share his outlook for emerging market debt and his expectations for the short and medium term. He will discuss

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Equity Risk Overlays Multi-Asset

Equity Risk Overlays Multi-Asset

🕔09:35, 1.Jun 2020

"For every complex problem there is an answer that is clear, simple, and wrong." Hedging equity portfolios against losses has become crucial for many equity asset owners after the long rally of 2009-2019 The rapid recovery following the Global Financial Crisis

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