1091 briefings from 374 companies
This paper, written by Rolf Agather, managing director of research and innovation for Russell Indexes, looks at the evolution of smart beta indices and defines the stages of complexity at which they can be embedded into an equity portfolio. Importantly, Rolf discusses how each stage can provide an
Published:04 December 2013
In early 2013, the Russell 2000 Index saw the largest net inflow for two decades. This paper looks into this surge of activity, and provides insight into how the index fits into long-term portfolios and the environment in which it is likely to outperform in the shorter term.
Published:29 November 2013
In an environment characterized by uncertainty, weak GDP growth and record-low interest rates, investors are in search of yield. European mezzanine investments, as an asset class, offer investors attractive floating base rates that address their need for yield, while at the same time protecting
Published:26 September 2013
John Danes, Director of Property Research, Aberdeen Asset Management PLC, explains how shifts in demand for commercial property have informed the shape of the company’s European Balanced Fund.
Company:Aberdeen Asset Management
Published:10 September 2013
As one of only a few index providers that is also an asset manager, Russell offers a unique and valuable perspective to both the investment and asset management community.
Published:25 July 2013
The definition of strategic expected returns on assets - i.e. over at least a 10-year period consistent with the duration of pension funds' liabilities and independent of tactical views expressed over a horizon of a few months - is particularly important for institutional investors. It helps them
Company:Amundi Asset management
Published:11 February 2013
The so-called Great Moderation in economic performance in the years leading up to the 2008-2009 recession featured broadly stable inflation at satisfactory levels in the US and other developed countries.
Company:JP Morgan Asset Management
Published:15 October 2012
Over the past month, risky assets nosedived on the back of more disappointing high frequency macro-economic data and, even more importantly, the unpleasant reminder of how important politics can become. While French elections provided no surprise, Mr Hollande’s negotiations with the German
Company:AXA Investment Managers
Published:10 October 2012
In this piece Lars Kreckel, Equity Strategist, Legal & General Investment Management, considers whether US equities are the obvious buy that many people seem to think or is there a case to be made that they do not offer good value when compared to other regions.
Published:04 September 2012
Since the beginning of the euro project some sceptical commentators have argued that without political union the euro is condemned to failure. Stewart Robertson argues that if recent events have taught us anything it is that the European Union remains at heart a confederation of sovereign states.
Published:13 August 2012