Partner Insight: Columbia Threadneedle Investments' Toby Nangle, manager of the Threadneedle Dynamic Real Return Fund, explores how to price assets given negative investor sentiment
Partner Insight: As yields have compressed and forward-looking return expectations fall, multi-asset managers have sought alternatives to traditional asset classes to find new sources of income and boost returns
Partner Insight: Markets have observed a trend towards quality growth over the past decade driven by the fact many investors sought growth in a world of secular stagnation. This combined with monetary policy initiatives such as falling interest rates...
From “Take, Make & Dispose” to a Circular Approach THE WASTE PROBLEM
Partner Insight: The way in which bonds have been so successfully combined with equities in the past 35 years has been contingent on them delivering high returns in periods of equity market stress. Yet in half of the 20-year periods over the past 120...
Partner Insight: As the universe of multi-asset solutions continues to grow, the key to delivering long-term, stable returns often relies on how well the underlying drivers of risk and return are understood and managed in a portfolio. But how easy is...
PARTNER INSIGHT: Andrew Cole, Head of Multi Asset London at Pictet Asset Management, discusses the challenges of a low yield environment and why leverage has risen in the corporate sector
Industry Voice: US equity is a tricky market for stockpickers.
Partner Insight: Over the past five years, global markets have performed well in the shadow of significant event risk, from the Chinese banking liquidity crisis of 2013 to the volatility caused by the threat of a global trade war (amongst other issues)...
Partner Insight: The rise in demand for DFM and multi manager solutions has been largely driven by new mandates from the regulator, says James Bampton, head of UK intermediary distribution at Architas