The proliferation of smart beta in equity, leads to the question of whether smart strategies can be utilised in fixed income. Rules based investors are often the source of inefficiency in fixed income markets and to us a smart strategy requires an active component
We find inefficiencies in markets using a series of strategies that maximise returns for a given level of risk.
Misconceptions around ‘emerging’ and ‘developed’ markets have resulted in mispricing of risk leading to considerable opportunities for the well-informed investor.
Bond indices were never intended to form a basis for investment but merely reflect a market. As a consequence, they expose investors to unintended risks and are not a rational investment strategy.
Schroder’s Andrew Howard believes many investors are ill prepared for the investment risk that climate change will bring. The firm’s new Carbon Value at Risk analysis has been developed to meet the challenges ahead.
Vicki Bakhshi of BMO Global Asset Management believes effective and sustained engagement is paramount for ESG transformation
There are major transitions afoot in the world of ESG investing and Mirova, Natixis Global Asset Management’s responsible investment affiliate, is committed to advancing the cause
Opportunities still exist in Europe despite the challenges, and a flexible, benchmark unconstrained, multi-sector, pan-European strategy, such as the Franklin European Total Return Fund, can help fixed income investors tap in.
As sources of yield remain hard to come by, Hong Kong property offers a high level of income that we feel is sustainable over the medium to long term
Global dividend growth slowed in the second quarter, according to the latest Henderson Global Dividend Index. Underlying dividend growth, which strips out exchange rate movements and other lesser factors, was 1.2%. This is slower than the 3.1% underlying growth seen in the first quarter, partly reflecting Q2 seasonal patterns […]