investment strategy

Sep 20, 2018

Pascal_BlanquePascal Blanqué, the group CIO at Amundi, considers how the past teaches us lessons about what to expect when there is a divergence between earnings growth and market returns.

Sep 20, 2018

US multi-asset fundCapital Group has launched one of its US multi-asset income funds from Luxembourg, targeting European and Asian investors.

Sep 20, 2018

Mark_LathamIn the week that this report went to press, Aberdeen Standard Investments launched a fund that will be run by artificial intelligence.

Sep 20, 2018

ArrowsReverse index ETFs, small-cap ETFs, high beta ETFs: providers of smart beta ETFs are nothing if not inventive. Fiona Rintoul examines the latest trends.

Sep 20, 2018

Unlock potentialAs equity-based smart beta strategies become increasingly mainstream, Nicholas Pratt investigates the development of the fixed income smart beta market and asks how its potential can be realised.

Sep 20, 2018

Color_explosionCalls for environmental, social and governance criteria to be injected into smart beta portfolios have prompted a growing number of ESG factor-based indices. Lynn Strongin Dodds looks at their construction and hears how they generate enhanced returns and lower risk.

Sep 20, 2018

The S&P500 has enjoyed the longest bull run in its history, but turbulence could lie ahead. Is it time to add some protection to your portfolio?

Sep 20, 2018

The use of smart beta strategies continues to grow, says our expert panel, but do investors understand what they are and when they should be used?

Sep 20, 2018

Overcrowded_Hong_KongWith multi-factor investing on the rise, Lynn Strongin Dodds looks at the drivers and learns how factors are being combined.

Sep 20, 2018

PinchNicholas Pratt investigates the growing interest in alt beta funds – vehicles that look to automate many of the active processes carried out by hedge funds – and their relationship with smart beta.

Pages