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The new rate regime: managing income and income volatility

Published by : Columbia Threadneedle Investments

Edward Kerschner, Chief Portfolio Strategist

Published: 19 October 2017

Business Area: Equities

Type: Portable Document Format (.pdf)

Latest from Lyxor: Central banks give markets a nudge

Published by : Lyxor

The IMF hailed this year’s economic recovery by upgrading its growth forecasts this week. The global economy is now in the

Published: 18 October 2017

Business Area: Equities

Type: Portable Document Format (.pdf)

Contemplating the death of ‘Abenomics’

Published by : Columbia Threadneedle Investments

Alex Lee, Portfolio Manager

Published: 17 October 2017

Business Area: Equities

Type: Portable Document Format (.pdf)

How to position portfolios for an era-defining shift in monetary policy

Published by : Hermes Investment Management

After a decade of ultra-loose monetary conditions, the US Federal Reserve, European Central Bank and Bank of England have set the stage for a fourth quarter where all three could simultaneously begin to normalise policy.

Published: 17 October 2017

Business Area: Equities

Type: Portable Document Format (.pdf)

Corporate bond opportunities in a late-cycle market

Published by : Columbia Threadneedle Investments

At this stage of the economic and credit cycle we remain reasonably constructive about the prospects for the global corporate bond market but are taking a more defensive approach than a couple of years ago.

Published: 16 October 2017

Business Area: Equities

Type: Portable Document Format (.pdf)

International Stocks: Tailwinds Picking Up

Published by : Legg Mason Global Asset Management

After a decade out of favor, international value stocks are overdue for a comeback, notes ClearBridge PM Safa Muhtaseb, thanks in part to better prospects for cyclical sectors in Europe.

Published: 12 October 2017

Business Area: Equities

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)

Emerging Market Equities – A reality check

Published by : Legg Mason Global Asset Management

Despite their more attractive growth and secular tailwinds, many investors have historically been hesitant to invest in emerging markets (EMs). The reasons for this include concerns around currency volatility, political instability and economic over-reliance on commodities and resources. This view

Published: 12 October 2017

Business Area: Equities

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)

ESG: Gaining Traction

Published by : Legg Mason Global Asset Management

ClearBridge Investments’ Benedict Buckley explores ESG’s evolution from impact investing and how it shapes his firm’s approach to equities across the board

Published: 12 October 2017

Business Area: Equities

Type: Portable Document Format (.pdf)