Especially when it comes from non-traditional sources like social media and news articles
Tag: Portfolio Construction
Refining historical data for investment strategies
Sourcing high-quality market information is often easier said than done
You’re a Factor Investor. Here’s What That Means
Factors are powerful tools used to create more efficient portfolios. Here, Michael Hunstad, Ph.D., explains the basics of factors and why they matter.
European selectors warming to US equities
Pan-European fund selector sentiment towards US equities has moved up into the low to neutral territory from a negative position according to latest Last Word Research.
Five ‘unloved’ investments worth a fresh look
Long term investors should seek out some often overlooked sectors to boost portfolio diversification, according to Morningstar Investment Management. Click through the slides below to find out which five areas it has identified as hidden investment opportunities.
Liquidity concern raising risk in European high yield market – Pictet
European high yield bonds are likely to be less attractive this year after a strong performance in 2017, due to high valuations and liquidity risk, argues David Gaud, chief investment officer Asia for Pictet Wealth Management.
Fund selectors who don’t create ESG portfolios to lose clients
When it comes to investors demanding ESG, the speed of change may vary based on the type of investor and the country in which they live, but the direction of travel will not: the future will not be about offering a few ethical or green funds here or there but about moving to a full ESG process across a client’s entire portfolio.
Liquid Alts: what to buy, how to buy and what to pay
Diversification into alternative liquid asset classes, in particular unconstrained bonds and long/short equities, have had a great year.
Global credit markets show signs of complacency
Maintaining flexible, long/short exposures across the credit markets, and limiting duration risk is the best way forward investors in today’s challenging fixed income markets, says Charmaine Chin, managing director and head of credit, relative value and event-driven strategies at K2 Advisors, part of Franklin Templeton Investments, in the article below.
Diversification – it’s only good in moderation
Just selecting good funds doesn’t do it. Having the right mix to ensure proper diversification is at least as important. But can you actually own too many funds?