smart beta strategies add to passive active debate
With RDR in mind, the smart money is on the low-cost passive world taking a greater chunk of retail business, but the emergence of so-called smart beta funds could muddy the waters.
With RDR in mind, the smart money is on the low-cost passive world taking a greater chunk of retail business, but the emergence of so-called smart beta funds could muddy the waters.
Emerging market equities have long been seen as riskier than their developed counterparts but, with long-only funds ruling the roost, Michael Leithead asks how an investor can manage volatility in developing markets.
Jupiter Private Clients’ David Blake explains why he prefers the tried and tested alpha-generating fund managers when it comes to actively managing his investors’ portfolios.
Henderson’s Stephen Peak looks at the revelation of and commentary surrounding the Libor scandal and finds it “extremely concerning” for the banks and for the overall confidence in financial markets.
We analyse the best, newest and biggest Japanese equity funds, with commentary from John Husselbee, Chief investment officer at North Investment Partners.
Gary Shepherd speaks to Paul Spencer about the under-owned nature of mid caps, the frustrations of owning a stock that’s too successful, and the transition from Investec to Franklin Templeton.
Schroders Private Banking’s head of asset allocation sees oversold markets and a number of indicators saying it is right to panic. He asks if these same signs point to a rapid rebound or faster-paced downturn.
Standard Life Wealth is the discretionary arm of the eponymous life company, set up to challenge the way private client money is currently being run. Its claims are not unique, but the overall packaging from a multi-billion pound parent probably is.
Bob Doll looks at market behaviour over the past two weeks and explains why short-term equity prospects, along with those of other “risk assets”, hinge on the outcomes of key policy meetings in the near future.
A wall of money has gone into corporate and strategic bond funds, but fund pickers and fund managers alike are getting nervous about this predilection for credit
As investors move into risk-free(ish) and counter-cyclical assets, Paval Gagarin runs through the many investment opportunities that Russia offers in just these areas.
As an economist, Aaron Gurwitz finds political risk “unnerving” but here he analyses the various risks as they stand today to give his thoughts on what they mean for portfolio constuction.