Highlights week #39
#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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Tag "volatility"
Japan: all eyes on the next prime minister
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
SPIVA® U.S. Scorecard
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
Making Hard Choices in Extraordinary Times
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
Greater inflation risks ahead
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 …
Grindin’ Higher
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.
Family Offices & LTCMA in our Top Five
#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
The Pandemic Stress Test
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
‘Don’t cry for me Argentina’ in een nieuw schuldendrama
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 …
FTSE Russell – Webinar – Factor Performance Review and Insight
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,
Global Policy Rates Stuck in Lockdown
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
Navigating Extended Periods of Market Volatility
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 …
Fundamentals return to the forefront in emerging-market debt
Volatility related to the COVID-19 outbreak and dramatic oil price decline in Q1 2020 precipitated a …
Eurizon AM – Webinar – Green Bonds: What happens to green when markets turn mean?
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
Morningstar – Webinar – Long-Term Equity Investing in Volatile Markets
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
Morningstar – Webinar – Long-Term Equity Investing in Volatile Markets
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
Fundamentals return to the forefront in emerging-market debt
Volatility related to the COVID-19 outbreak and dramatic oil price decline in Q1 2020 precipitated a …
Finisterre Capital – Webinar – Emerging Market Debt
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
Equity Risk Overlays Multi-Asset
"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
Fundamentals return to the forefront in emerging-market debt
Volatility related to the COVID-19 outbreak and dramatic oil price decline in Q1 2020 precipitated a …
Capital Group – Webinar – US equity focus: A veteran Capital Group Portfolio Manager’s view
Webinar – US equity focus: A veteran Capital Group Portfolio Manager’s view How should investors navigate US equity markets during this volatile period? Which sectors will be hardest hit, and is this a buying opportunity for long-term investors? Veteran portfolio
Digging deeper into emerging market debt
Investment Insights – Q&A In this Q&A, Capital Group fixed income investment director James Blair discusses the characteristics of emerging market debt, how investors could approach investing in the asset class and the US Federal Reserve (Fed)’s policy response to
Further volatility in high yield likely – our thinking is to take advantage of this, adding prudently to risk
In just five weeks in the first quarter of 2020, the US high-yield market witnessed its fastest sell-off of significant magnitude on record. Then, after March 23, the market turned up strongly; the average spread on …
Excessive pessimism?
Global Market Outlook Volatility illustrates value of diversified allocations As of 27 February, global equities were down -7.5% since the start of 2020 while Corporate and EM bonds returned 1.1% and 1.7% respectively, as lower US Treasury yields led prices
Portfolio factor allocation schemes
The decision over which factors to allocate to, and in what magnitude, has a significant impact on investment outcomes and is an important consideration for investors employing a factor approach to achieve investment objectives. It is analogous to the asset
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