Analysis: The absolute return conundrum
There is a long line of asset managers rolling out funds aimed to “balance” and “diversify” returns, but is the multi-asset universe about to be turned on its head?
Investment Strategy
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NN IP launches balanced European sustainable fund
NN Investment Partners has launched the NN (L) Patrimonial Balanced European Sustainable fund, a sub-fund of its Luxembourg regulated NN (L) Patrimonial Sicav.
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Analysis: What if Trump succeeds?
Last year at about this time I wrote a piece titled: What if the Fed is wrong and other scary thoughts for 2016?
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Greater diversification needed for 2017, says Kleinwort Hambros
Investors should diversify their portfolios as broadly as possible in order to protect against fresh risks in the economy throughout 2017, Kleinwort Hambros has said.
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ANALYSIS: Time to put an end to rip-off passive funds
Active managers are under pressure like never before to either justify or cut their fees, but have passive funds been getting an easier ride than they deserve as a consequence?
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ANALYSIS: Is nimble the new cautious?
2016 has left a lot of investors wrong-footed, but if recent multi-asset moves are anything to go by, managers are looking to be increasingly fleet footed in 2017 to avoid being left flat on their backs.
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Trump victory shines light on infrastructure
Donald Trump’s surprise victory in the US presidential election has moved infrastructure investment to the top of the agenda in Washington. But should investors follow suit?
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ANALYSIS: Trump impact on emerging markets may wane
One of the losers so far, from the election of Donald Trump to the White House has been emerging markets funds.
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Tilney targets advisers with ‘smart beta’ range
UK wealth manager Tilney for Intermediaries is planning to launch a new range of ‘risk graded, low cost multi-asset funds’ in the first quarter of 2017.
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Schroders unveils first credit income fund
Schroders has launched the Schroder ISF1 Global Credit Income fund, its first credit income fund.
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Finance, energy and health sectors in focus for 2017 – Citi
Sector investing may come back in 2017 and an EM `stability premium’ could develop as the grand economic ideas of the new US administration are put into practice. says Roger Bacon, Citi Private Bank’s Asia-Pacific head of managed investment.
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Diving for pearls: Nine global funds worth considering
With 267 funds, the Investment Association (IA) Global sector is second only in variety to its UK All Companies, which comprises 269 funds. It is one of the oldest and most popular sectors and also very diverse, both in terms of type of offering and also in terms of performance.