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Tag "volatility"

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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Fundamentals return to the forefront in emerging-market debt

Fundamentals return to the forefront in emerging-market debt

🕔17:24, 25.May 2020

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

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Capital Group – Webinar – US equity focus: A veteran Capital Group Portfolio Manager’s view

🕔16:00, 20.May 2020

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

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Digging deeper into emerging market debt

Digging deeper into emerging market debt

🕔12:55, 20.May 2020

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

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Further volatility in high yield likely – our thinking is to take advantage of this, adding prudently to risk

Further volatility in high yield likely – our thinking is to take advantage of this, adding prudently to risk

🕔15:43, 19.May 2020

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 …

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Excessive pessimism?

Excessive pessimism?

🕔16:27, 15.May 2020

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

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Portfolio factor allocation schemes

Portfolio factor allocation schemes

🕔15:05, 15.May 2020

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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Bear Markets End With Recessions

Bear Markets End With Recessions

🕔14:55, 15.May 2020

On the Markets In the past month, we've experienced a full bear market, down 20%, and a full bull market, up 20%. Of course, this extreme volatility follows a period of extreme calm, during which we observed some of the

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A game plan for the volatility

A game plan for the volatility

🕔14:52, 15.May 2020

Multi-Asset Outlook It’s been a humbling quarter. We thought 2020 would be a pretty good year in financial markets considering solid leading economic indicators and lower tail risks from the US-China trade war and Brexit. Then came COVID-19, followed by

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Capital Group – Webinar – How will emerging market debt emerge from this crisis?

🕔09:30, 14.May 2020

Webinar – Emerging market debt: How will emerging market debt emerge from this crisis? With COVID-19 impacting markets and economies globally, EM debt is set to be impacted from the increased volatility. Join us to hear from Kirstie Spence, fixed

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The VIX Index and Volatility-Based Global Indexes and Trading Instruments

The VIX Index and Volatility-Based Global Indexes and Trading Instruments

🕔15:47, 13.May 2020

A guide to investment and trading features The Cboe Volatility Index® (VIX® Index) measures the market’s expectation of future volatility conveyed by S&P 500 Index option prices. The VIX is recognized as a premier gauge of expected US equity market

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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

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Volatility 2020: EU – make or break?

Volatility 2020: EU – make or break?

🕔14:33, 6.May 2020

Investment Insights  We will see a sharp fall in the EU’s GDP in Q1 2020, followed by probably the largest fall in GDP ever seen in Q2. The OBR2 forecasts a 35% drop in UK GDP in Q2. Thereafter, it

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Index Dashboard: Europe

Index Dashboard: Europe

🕔11:11, 5.May 2020

April offered a welcome rally for global equities as the novel shock of pandemic became cruelly familiar, and markets adjusted to the new normal. The S&P Europe 350 gained 6% on the month, picking up steam in the final week

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Corporate issuance skyrockets as liquidity returns to bond markets

Corporate issuance skyrockets as liquidity returns to bond markets

🕔14:15, 1.May 2020

Amid market volatility following the outbreak of the COVID-19 virus, fixed income markets went from famine to feast — experiencing a near total drying up of market liquidity for a few days in mid-March to a record volume of new

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The Realities of Rebalancing

The Realities of Rebalancing

🕔07:40, 30.Apr 2020

What is the Best Approach? Unfortunately, portfolio rebalancing is not a free lunch. And there is no ultimate rebalancing rule that applies universally. Investors with different goals and preferences …

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The Biden administration is letting the DOL’s latest rule go into effect. Learn what this decision may mean for 401(k) professionals. https://bit.ly/3stCXPG #dolrule #dolfiduciaryrule #retirementplanprofessionals #retirementplanregulations #retirementplans

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