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Three scenarios where it pays to be dynamic

Published by : First State Investments

There are times when markets do the hard work. In the past few years, for example, abundant liquidity has driven asset prices higher, and even the most non-discriminating investor has made positive returns. It has been enough simply to be invested.

Published: 15 March 2018

Business Area: Portfolio Management

Type: Portable Document Format (.pdf)

Mindboggled: Why Your Brain Makes Bad Investing Decisions

Published by : AllianceBernstein

AllianceBernstein Portfolio Manager Stuart Rae explains how lessons from classic behavioural finance studies can help investors improve the choices they make today.

Published: 29 January 2018

Business Area: Portfolio Management

Type: Portable Document Format (.pdf)

Rating: 3 people found this useful

Relative vs absolute - the pitfalls of volatility.

Published by : Aviva Investors

Equities tend to be expensive when volatility is low and cheap when it is high. Yet managers that target absolute volatility tend to both buy and sell equities at the worst possible time for their investors.

Published: 08 January 2018

Business Area: Portfolio Management

Type: Other

Rating: 2 people found this useful

M&G’s Araujo: Our infrastructure investment needs are “significant”

Published by : M&G Investments

Liquidity is an important feature in the listed infrastructure space and the asset management community has a deep universe of investible opportunities.

Published: 27 November 2017

Business Area: Portfolio Management

Type: Other

Chapter 3 - Minimising drawdowns across markets

Published by : Investec

Read Investec Asset Management’s Guide to Defensification and learn how investors can defend against drawdowns.

Published: 16 November 2017

Business Area: Managed funds

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

ESG: The New Standard for “Best in Class”?

Published by : Legg Mason Global Asset Management

There's growing evidence that companies who integrate societal concerns about the workplace, environment and corporate governance into their operations may have a competitive advantage and improved growth potential.

Published: 12 October 2017

Business Area: Portfolio Management

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

How to sustain a higher income through market cycles

Published by : Artemis Investment Management

Alex Ralph, manager of the £1.2bn Artemis High Income fund, explains her fund’s strategy which aims to look ‘through’ market risks 
and economic cycles to achieve its target income and capital growth.

Published: 07 August 2017

Business Area: Investments

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

Aviva Investors on the importance of portfolio construction

Published by : Aviva Investors

Managers of Aviva Investors’ Multi Asset Fund Range, Thomas Wells and Paul Parascandalo, reveal why a successful multi-asset solution should have a robust portfolio construction process. This robust portfolio, according to Wells and Parascandalo, should not focus solely on volatility but instead on

Published: 18 July 2017

Business Area: Portfolio Management

Type: Portable Document Format (.pdf)

The ‘information advantage’ that is helping to drive Allianz Global Insight fund’s outperformance

Published by : Allianz Global Investors GmbH

Steven Berexa, global CIO equities at Allianz Global Investors and lead manager on the Allianz Global Equity Insights fund, explains how numerous 'layers' of research and original analysis is used to identify key mispriced stocks for inclusion in his portfolio and deliver long-term outperformance.

Published: 13 June 2017

Business Area: Portfolio Management

Type: Portable Document Format (.pdf)