April 2019

Editorial: Beaten up by beta

After several years of being feted, factor investing is coming under scrutiny. A body of evidence exists to suggest it is not nearly as...

Opinion: Not waving but drowning

OH, TO BE FRENCH!   I speak here not of the food, the wine, the effortless chic or the peculiar ability to gobble foie gras...

Liquid alternatives: Digging deep for returns

During a decade of ultra-low interest rates, liquid alternative funds have become the fastest-growing asset class in Europe and the UK. But, asks Mark...

Factor investing: Is factor investing broken?

Factor investing held out a promise to replicate the investment styles of the world’s top active managers. So, why has this method let investors...

Systematic investing: Investing by numbers

Do quant strategies work, or are their proponents simply slaves to the algorithm? Nick Fitzpatrick investigates. The advantage of being an investment management business built...

Inside view: From why to how

Adam Gillett, director and head of sustainable investment at Willis Towers Watson, sets out the tools and strategies to put sustainable investment into action...

US equities: A Christmas present with an edge

Since the Federal Reserve paused interest rate hikes, opinion has been divided on US equity risk. Fiona Rintoul hears a range of views. Are US...

Investor services: Time for some corporate actions

Fund managers are neglecting billions in value every year because of sub-optimal corporate action decisions, Nicholas Pratt is told. Asset managers are failing to consider...

CAMRADATA live activity: Final quarter of 2018 rounds off difficult year for DGF

CAMRADATA’s Diversified Growth Funds (DGF) investment research report for Q4 2018, which charts the performance of investments and asset managers across the DGF universe,...

Legal Ease: Spain’s ETF tax regime

Exchange-traded funds (ETFs) offer many advantages, including efficiency, high liquidity and speed in gaining exposure to the securities market. Since 2016, ETFs not listed on...

THOUGHT LEADERSHIP

The tension between urgency and inaction will continue to influence sustainability discussions in 2024, as reflected in the trends report from S&P Global.
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CLOUD DATA PLATFORMS

Through AI and ML and cloud-enabled ecosystems, managers are finding ways to cut operating costs, supercharge the customer experience and add value to the bottom line.
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