absolute return need to be more flexible
Ian Winship says investors have been let down by absolute return managers over the past few years. “We must do better,” he says.
Investment
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lessons from strat bonds upping high yield
Shauna Bevan has seen a trend of strategic bond managers upping their high yield allocations and takes a fresh look at the asset class
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source adds brent crude to etc range
Source has unveiled an exchange-traded certificate that gives investors exposure to an S&P Brent Crude index.
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case for residential in a multi asset portfolio
Chris Down argues asset allocators should choose now to stop missing out on what has so far been forty years of a positive return profile from residential property.
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credit the only certainty in a trendless market
We all love a good story. Just as the latest Ruth Rendell thriller might ease you through your daily commute, so to do investors need a narrative to feel comfortable on their investment journey.
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emd bandwagoners have plenty to prove
There’s no denying the buzz there has been around emerging market debt (EMD) recently, but like EM equities it has the potential to be an asset class jumped on by many and managed successfully by few.
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watching where debt goes
Believing that emerging market debt is heading for a correction, HSBC’s Guillermo Osses has recently taken the step of reducing the risk on his portfolios.
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a delicate balancing act
Jai Jacob, head of Lazards multi-strategy team, explains the balance between value and growth, equities and fixed income, credit and debt when it comes to emerging market investing.
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shortterm investors are shortsighted investors
Tatjana Greil Castro urges investors and portfolio managers to stop being so short-termist and look more to medium and long-term fundamentals before making their investment decisions.
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multi-asset can only work if asset
Volatility in the performance of major asset classes from one year to the next shows the need for multi-asset managers to be able to move speedily in their portfolio allocation changes, according to new research from Barings.
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jpm claverhouse trust into growth income sector
JP Morgan has moved its Claverhouse investment trust into the AIC Growth & Income sector from the Growth sector
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fixed income or equity exposure for ems
There is widespread agreement that longer-term investors should have some exposure to emerging markets but the question remains when, how and why they should invest in fixed income and/or equities.