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Storms, Floods and Quakes: Capturing a timing opportunity in 2018

Published by : Aon

Insurance Linked Securities (ILS) funds have produced attractive returns that are uncorrelated to traditional assets classes.

Published: 15 May 2018

Business Area: Asset Allocation

Type: Portable Document Format (.pdf)

ECB normalisation: the journey is more important than the destination

Published by : Hermes Investment Management

The strength of the eurozone’s recovery in 2017 prompted the European Central Bank (ECB) to adjust its bond-buying programme. However, the bank’s overall policy stance has remained accommodative. As the region’s expansion continues, a review of monetary policy tools within the bank’s current

Published: 03 May 2018

Business Area: Asset Allocation

Type: Portable Document Format (.pdf)

Spotlight on emerging markets: Improving fundamentals positive for equities

Published by : M&G Investments

Emerging market equities have had an active start to 2018. After a stellar 2017 underpinned by robust corporate earnings, we are optimistic that improving company fundamentals should continue to support the asset class. Matthew Vaight, fund manager, assesses the outlook.

Published: 20 March 2018

Business Area: Equities

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

Income secured on real assets

Published by : M&G Investments

Assets that produce secure, long-dated income with inflation protection are becoming ever more valuable for long-term institutional investors. Long lease real estate investments, which aim to generate secure income from long-term leases to high quality tenants, offer an attractive solution.

Published: 05 February 2018

Business Area: Asset Allocation

Type: Portable Document Format (.pdf)

Balanced portfolios: Safer without bonds?

Published by : Hermes Investment Management

Diversification is widely known as the only free lunch in finance – though how filling this meal is depends largely on the stability of correlations across asset classes. In the past 20 years, investors in balanced portfolios have been able to rely on the complementary behaviour of stocks and bonds

Published: 15 January 2018

Business Area: Asset Allocation

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

Rising to the interest rate challenge

Published by : Hermes Investment Management

For some time, investors have been aware that interest rates are at an all-time low. With the Bank of England raising interest rates for the first time in a decade, we ask: what impact could rising interest rates have on our clients and infrastructure asset values?

Published: 22 November 2017

Business Area: Asset Allocation

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

Chapter 2 - Structurally diversifying sources of risk

Published by : Investec

Holding assets which exhibit different return patterns provides the potential to build a portfolio that delivers a superior trade-off between risk and return. This is the concept of diversification. Problems occur, however, when diversification is improperly implemented (often when based on labels

Published: 26 October 2017

Business Area: Asset Allocation

Type: Portable Document Format (.pdf)

Latest from Lyxor: Normalisation has begun

Published by : Lyxor

With the Fed starting its balance sheet reduction and seemingly true to its path towards tightening, we expect Treasury yields to move higher. The Fed believes the US economy is running above potential, and we agree with Janet Yellen that wage inflation will eventually return. Negotiations on

Published: 12 October 2017

Business Area: Asset Allocation

Type: Portable Document Format (.pdf)

Latest from Lyxor: Revisiting reflation

Published by : Lyxor

These are good times for most investors, with stable growth, easy liquidity, modest inflation and favourable seasonality looking set to prolong the sweet spot that risky assets currently find themselves in. We’re particularly positive on the outlook for European equities as the region’s economy

Published: 12 October 2017

Business Area: Asset Allocation

Type: Portable Document Format (.pdf)

Understanding Infrastructure

Published by : Legg Mason Global Asset Management

Matt Bushby, Global Head of Distribution, explains their specialist view on infrastructure, the key infrastructure characteristics RARE looks for, and why it’s too limiting to view the infrastructure opportunity simply as a ‘Trump trade’.

Published: 12 October 2017

Business Area: Asset Allocation

Type: Portable Document Format (.pdf)