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Shared Thinking: The long, lazy days of summer

Published by : Old Mutual Global Investors

Global growth is picking up, and stock markets continue to flirt with all-time highs. But, notes Richard Buxton, head of UK equities and manager of the Old Mutual UK Alpha Fund, a dearth of fresh catalysts could leave markets decidedly range-bound over the summer months.

Published: 08 May 2017

Business Area: Markets

Type: Portable Document Format (.pdf)

Shared Thinking: Let macro set you free

Published by : Old Mutual Global Investors

Investors are adjusting to a new post-crisis reality, which has profound implications for markets and the global economy, says Mark Nash, head of global bonds at Old Mutual Global Investors.

Published: 08 May 2017

Business Area: Economics

Type: Portable Document Format (.pdf)

Invesco Global Factor Investing Study

Published by : Invesco

Our factor investing study explores the growth of factor investing via in-depth face-to-face interviews with chief investment officers, strategy unit executives and factor specialists at 66 leading global institutional investors, asset consultants and private banks.

Published: 03 May 2017

Business Area: Investments

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

Goodbye 'Great Moderation', hello 'boom and bust'?

Published by : Sarasin & Partners

We have seen a recent shift towards populist policies and strongman leaders across the globe, with new priorities in place which are certain to have long-term consequences. Chief Economist Subitha Subramaniam investigates whether this ‘regime shift’ will impact growth, and if economic volatility

Published: 03 May 2017

Business Area: Global funds

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

The analyst diaries: China

Published by : Sarasin & Partners

We have begun a new series following our analysts as they go out on the road to get under the bonnet of the companies we invest in. In the first of these articles, we follow Stewardship Analyst Kwai San Wong as he discusses the prospects for global investors in China.

Published: 03 May 2017

Business Area: Global funds

Type: Portable Document Format (.pdf)

Philip Dicken/Francis Ellison: French elections: what would Macron’s victory mean for markets?

Published by : Columbia Threadneedle Investments

In the current investment environment, politics and populism have dominated the agenda, skewing asset prices and markets. If France backed a centrist, pro-EU candidate, the threat would fade.

Published: 26 April 2017

Business Area: Markets

Type: Portable Document Format (.pdf)

Market Focus: Learning to live with the politicians

Published by : Sarasin & Partners

Contrary to expectations, fears over the ‘populist’ political agenda of the last nine months have proved unexpectedly rewarding for UK and global investors. Guy Monson, CIO, examines why markets have chosen to embrace political uncertainty so far, and asks if Article 50 could finally start to

Published: 31 March 2017

Business Area: Managed funds

Type: Portable Document Format (.pdf)

Clifford Lau: Ten reasons to invest in Asian bonds

Published by : Columbia Threadneedle Investments

Asia’s bond markets have historically had only a peripheral part in global markets. While there has always been a so-called Asia yield premium, poor name-recognition, limited secondary market liquidity and a scarcity of new issuance has limited the potential for regional bond portfolios. But now

Published: 30 March 2017

Business Area: Global funds

Type: Portable Document Format (.pdf)

Growth opportunity in infrastructure

Published by : Columbia Threadneedle Investments

Colin Moore discusses the significant opportunities in global infrastructure that currently exist across geographies and industries.

Published: 15 March 2017

Business Area: Global funds

Type: Portable Document Format (.pdf)

The long march to higher interest rates

Published by : Columbia Threadneedle Investments

Jim Cielinski argues that while the bond bubble has burst, it remains to be seen how quickly the fallout may spread. The first stage of the sell-off has seen many core global government yields move higher and markets now await additional clarity around US and Chinese policy actions before making the

Published: 15 March 2017

Business Area: Global funds

Type: Portable Document Format (.pdf)