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Asset Allocator's View

Published by : Manulife Asset Management

<div>The corollary is that reflecting on the trajectory of capital markets relative to your forecasts is bound to keep you humble.</div>

Published: 19 October 2018

Business Area: Asset Allocation

Type: Portable Document Format (.pdf)

Asset allocator‘s table

Published by : Manulife Asset Management

The last quarter of 2018 and into early 2019 will likely see the pace of global growth stabilize at a lower level than we currently enjoy. We believe a consequent drop in earnings power, higher input, labour, and interest costs will tax profit margins. The combination of lower potential growth and

Published: 19 October 2018

Business Area: Asset Allocation

Type: Portable Document Format (.pdf)

Global Intelligence: Economic outlook

Published by : Manulife Asset Management

Most economists estimate that the hit to Chinese GDP from the tariffs as of September will be 0.3 to 0.4 percentage points (ppts) and that it will be around 0.9ppts per year from January 1, 2019, when higher tariffs kick in.

Published: 18 October 2018

Business Area: Economics

Type: Portable Document Format (.pdf)

Threadneedle Dynamic Real Return Fund

Published by : Columbia Threadneedle Investments

The Threadneedle Dynamic Real Return Fund this year celebrated its fifth anniversary.

Published: 17 October 2018

Business Area: Managed funds

Type: Portable Document Format (.pdf)

Global Emerging Markets: Strategy Review

Published by : Manulife Asset Management

September saw the US economy continuing to post strong economic growth, causing the US Federal Reserve to nudge up interest rates by a further 25 basis points. As a result, the US has now returned to positive real interest rates for the first time since the onset of the Global Financial Crisis.

Published: 17 October 2018

Business Area: Emerging Markets

Type: Portable Document Format (.pdf)

Engaging Credicorp for greater financial inclusion

Published by : Hermes Investment Management

Our engagement with portfolio company Credicorp, a leading financial conglomerate in Peru, is focused on three objectives: broadening financial inclusion by expanding its microfinance operations, increasing access to credit for micro and small and medium-sized businesses, and reducing gender

Published: 17 October 2018

Business Area: Ethical

Type: Other

Retirement options under the FCA microscope

Published by : Quilter Investors

When pension freedoms were introduced in 2015, newspapers heralded the flexibility and choice suddenly available, while politicians celebrated liberating their constituents from the perils of the annuity market.

Published: 16 October 2018

Business Area: Advisory services

Type: Portable Document Format (.pdf)

Active Share: does it belong in fixed income?

Published by : Hermes Investment Management

Active share, which shows how much a fund manager’s portfolio differs from a given benchmark, has widely been used in equity investing. In this research paper, we explore how this useful measure of an investor’s convictions can be applied in global high-yield credit markets.

Published: 15 October 2018

Business Area: Fixed Income

Type: Portable Document Format (.pdf)

Blurred lines: Why the rules are less clearly defined in multi-asset funds today

Published by : Prudential

Multi-asset funds have been a staple in investor portfolios for decades, and are widely defined as diversified investments that can generate returns as markets rise as well as protect investors’ cash on the downside.

Published: 15 October 2018

Business Area: Asset Allocation

Type: Other

Emerging markets: taking stock

Published by : Hermes Investment Management

In this issue of Gemologist, we assess the obvious weaknesses in EMs, the less obvious forces acting in their favour, explain how we have adapted to the turnaround in 2018 so far and present our convictions in selected portfolio companies. To begin, let’s take stock of the EM stories commanding the

Published: 15 October 2018

Business Area: Emerging Markets

Type: Portable Document Format (.pdf)