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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: Bubble without any fizz

Published by : Lyxor

Earnings season is just around the corner, and with solid earnings growth widely forecast we’re not expecting the market to lose any momentum. Emerging equities look a good way to capitalise on this trend as they’ve proved rock solid in the face of the Fed’s quantitative tightening, having recouped

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)

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)

Asset Allocation Update | What will upset the Goldilocks environment?

Published by : Columbia Threadneedle Investments

Toby Nangle & Maya Bhandari, Multi Asset Portfolio Managers

Published: 11 October 2017

Business Area: Asset Allocation

Type: Portable Document Format (.pdf)

Time to switch gears?

Published by : Legg Mason Global Asset Management

After a decade of easy money meeting the cost of living has become increasingly challenging as yields on traditional income-generating assets have fallen and inflation has picked up.

Published: 29 September 2017

Business Area: Asset Allocation

Type: Portable Document Format (.pdf)

The outcome of Brexit matters for the UK’s balance of payments

Published by : Columbia Threadneedle Investments

Ben Rodriguez, Multi-Asset Investment Analyst

Published: 22 September 2017

Business Area: Asset Allocation

Type: Portable Document Format (.pdf)

Insights from an asset allocation veteran

Published by : Columbia Threadneedle Investments

Jeff Knight, Global Head of Investment Solutions

Published: 21 September 2017

Business Area: Asset Allocation

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

Asset Allocation Update | Politics not the only risk on the horizon

Published by : Columbia Threadneedle Investments

Toby Nangle, Maya Bhandari – Multi Asset Portfolio Managers

Published: 20 September 2017

Business Area: Asset Allocation

Type: Portable Document Format (.pdf)

Dynamic asset allocation in a changing world

Published by : Columbia Threadneedle Investments

The combination of long-term capital growth potential with lower volatility lies behind the appeal of diversified growth funds; when managed dynamically, we believe that such strategies can provide strong, consistent returns while helping to keep volatility in check.

Published: 10 August 2017

Business Area: Asset Allocation

Type: Portable Document Format (.pdf)