investment strategy

Dec 18, 2019

James_SquiresHaving grown in popularity during a long bull market, most multi-asset strategies have yet to be fully tested. Baillie Gifford investment manager James Squires argues that could be about to change, and that it will be the well-diversified, flexible approaches that will be most valuable to investors.

Dec 18, 2019

PetalsElizabeth Pfeuti finds certain investment factors could be boosted if ESG criteria were added to them – but that limiting stock selection by mixing ESG in with smart beta could heighten risks.

Dec 18, 2019

SGSS_real_assets_panelCan the record investment into real assets reach new levels? Is their supply sufficient for the market? Would newer assets be of lower quality?

Dec 18, 2019

SGSS_event_panelThe comparative merits of these two methods of investing prompted lively debate at SGSS’s investor conference in Paris.

Dec 18, 2019

Electric_car_chargingLiquid alternatives have suffered from performance and perception problems, severely lagging the hedge funds they were based on – but, Elizabeth Pfeuti hears, the market environment could start to favour them.

Dec 18, 2019

China_starsChina has been the dominant theme in emerging markets for 20 years. Now, along with India, it is breaking away from the BRICs group – just as India is diverging from China. Fiona Rintoul reports.

Dec 18, 2019

BoatsMany factors affect the emerging markets, including the 2020 US presidential election. Alex Rolandi canvasses opinion about bonds and equities.

Dec 18, 2019

Emerging markets have underlying strengths and each country is developing in ways that investors are possibly unaware of. Our panel of specialists discusses risks and capital allocation, from Latin America to Asia.

Dec 18, 2019

DiningIn 2019, global money poured into assets perceived to be safe, from US Treasuries to gold. Much of the flight towards quality trades has been driven by the escalating trade war between the US and China, writes Romil Patel.

Dec 18, 2019

Digital_globeFunds Europe talks to Calastone’s chief revenue officer, Ed Lopez, about the coming of a digital dawn for money market funds.

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