Absolute return managers can profit from divergence
As economic trajectories and central bank policies across the globe diverge, dislocations occur. You need a flexible manager to profit from this, says GAM’s Mark Pearce.
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As economic trajectories and central bank policies across the globe diverge, dislocations occur. You need a flexible manager to profit from this, says GAM’s Mark Pearce.
It is no secret the average active fund manager struggles to outperform consistently. Corporate governance is an obvious area where active managers can still prove their value.
A quarter of the asset management businesses monitored by accounting giant EY have now announced plans to move operations to Europe due to Brexit.
Here you can see a slideshow of photos taken at Expert Investor Denmark, held on 27 April in Copenhagen.
An index said to represent levels of fear on the markets has hit its lowest levels since before the eruption of the credit crunch after trending lower in recent weeks.
As the world is nearing a confrontation between two nuclear powers, the VIX index of volatility fell to a 10-year low in an convincing display of indifference.
This week, US president Donald Trump unveiled what he called “the biggest tax cuts in history”. Here’s a look at some of the initial proposals to slash inheritance tax, top income brackets and tax for large corporations.
In a speech to fund selectors, Guy Verhofstadt describes Europe as a continent under attack. To counter the multiple threats it is facing, the European Parliament’s chief Brexit negotiator argues the European Union should live up to its name…
Holger Wehner from Allianz Global Investor explains where they are finding opportunities in global markets, with a stark change of stance from growth to value at the current time.
US Protectionism is not good for anyone, says Eric Papesh of T. Rowe Price. Eric believes we will have stock market volatility in the short term.
Richard Brown of Henderson Global Investors argues that in a post-Trump world, investors need to partly replace traditional bond investments with absolute-return type of funds.
Schroders’ value Fund Manager Andy Evans says European banks are currently unfavoured and cheap, but with balance sheet de-risking, he is finding them particularly attractive