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Ahead of the curve: Tightening by doing nothing

Published by : Hermes Investment Management

Neil Williams, Group Chief Economist at Hermes Investment Management, discusses his view that while markets are still taking a ‘glass-half-full view’ of the world, protectionism is the new risk emerging.

Published: 08 May 2017

Business Area: Investments

Type: Portable Document Format (.pdf)

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

Risk and Reward #01

Published by : Invesco

Invesco are pleased to share with you our latest Risk & Reward article. This issue examines the effect of rising interest rates in the US on bond investors, the favourable conditions for Emerging Markets and an article on Risk-based currency management.

Published: 03 May 2017

Business Area: Investments

Type: Portable Document Format (.pdf)

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)

Daring to be different- The benefits of contrarian investing

Published by : Invesco

In the current environment, Invesco believes that to beat the market it is necessary to be different to the market and that contrarianism done well represents an attractive investment philosophy.

Published: 03 May 2017

Business Area: Investments

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

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

UK Private Rented Residential Sector: An income generative infrastructure investment?

Published by : Invesco

For the Local Government Pension Scheme (LGPS), the Government’s recent regulatory changes and the Brexit vote have fuelled economic uncertainty and created fresh challenges and opportunities. This paper asks what constitutes infrastructure, why it is increasingly important to the LGPS and if the UK

Published: 03 May 2017

Business Area: Investments

Type: Portable Document Format (.pdf)

Why should I invest in the MyFolio Market Funds?

Published by : Standard Life Investments

MyFolio Market Funds is designed to make investing quick and easy. You simply decide how much risk you are comfortable taking to select the appropriate fund. We then do the rest to manage it in line with your chosen level of risk.

Published: 28 April 2017

Business Area: Portfolio Management

Type: Portable Document Format (.pdf)

ESG is no longer an afterthought… But how the information is used is key

Published by : M&G Investments

Fund managers naturally consider a range of environmental, social and governance (ESG) issues in their investment decisions, but in recent years it has certainly evolved into a more structured discipline. This has been driven by rising interest from clients, growing pressure from regulators and the

Published: 10 April 2017

Business Area: Investments

Type: Portable Document Format (.pdf)

Cracks in the reflation trade

Published by : M&G Investments

It is hard to remember a time when there was so much disagreement around the outlook for corporate bond markets and risk assets. Some investors remain sceptical about the underlying strength of the rally and are uneasy at the pace at which secular stagnation concerns were washed away by the election

Published: 10 April 2017

Business Area: Markets

Type: Portable Document Format (.pdf)