NN IP launches absolute return factor investing fund
NN Investment Partners has launched a Luxembourg-based multi asset absolute return fund using a strategy that allocates to multiple factors across different asset classes.
Investment Strategy
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Investors must adapt to ‘repeating market cycle’, says BlueBay’s Riley
Investors must adapt to a repeating market cycle of rising global growth fears, subsequent sell-off and rescue by ‘dovish’ central banks, said David Riley of BlueBay Asset Management.
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Don’t expect a China-led commodities rebound – GAM
China’s lower infrastructure spending is expected to slow long-term demand for commodities, according to GAM.
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Franklin Templeton: Ignore recessionary fears, US in ‘growth pause’
The US is in a period of “growth pause” rather than lapsing into recession, with long-term equity opportunities in technology and healthcare companies, according to Franklin Templeton’s Grant Bowers.
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Replacing fixed income with equity market-neutral – a dangerous idea
Some investors replace part of their fixed income holdings with market-neutral equity. Though these funds are supposedly uncorrelated to the equity market, it’s better to choose a diversified approach, argues Rui Machado, alternative investments director at IM gestao de ativos in Lisbon.
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Investor fears see gold return to top traded funds list
The BlackRock Gold and General Fund has returned to the list of top traded funds on the Share Centre.
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Pictet WM: What needs to happen for a lasting market rally
Investor fear is out of whack with actual economic fundamentals and a sustainable rebound won’t happen until one of three broad shifts occurs, argues Christophe Donay, head of asset allocation and macro research at Pictet Wealth Management.
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Henderson’s plans to double AUM in five years
Henderson Global Investors’ Greg Jones talks about alpha generation and counter-cyclical strategies.
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Asian equity managers like India: Morningstar
Portfolio managers of Asia ex-Japan equity funds favour India while avoiding Malaysia and Australia, according to Morningstar.
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Multi-asset funds see first outflows since 2011
Multi-asset funds saw their first net outflows in more than four years in January, according to fresh Morningstar data. The outflows were the biggest since October 2008.
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Dublin Roundtable: Navigating noise and lower-for-longer growth
The precipitous falls seen on stock markets in recent weeks have opened up opportunities for brave managers of long term money, while at the same time ratcheting up the noise and negative sentiment in the round.
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ANALYSIS: Time to bail out of Japanese equities?
What was viewed as a sign of desperation by many when the Bank of Japan cut rates well into negative territory at the end of January has been followed by a poor economic growth number.