While there’s no strong correlation between Chinese GDP and the Shanghai Composite Index the recent falls in China’s stock markets do, in our view, have ramifications for the global economy.
Investors who have been inclined to dismiss listed real estate as an attractive asset class since the financial crisis should […]
The present situation of low interest rates for a “considerable time” creates pressure for both long-term investors and asset managers. Denial or frustration a zero-yield world is still widespread in our industry, however we are starting to see a period of ‘experimentation’.
Low-volatility equities are playing an important role in investor portfolios. Here we address the important question of what investors should expect in the short-term from investing in these funds.
Low-volatility equities are playing an important role in investor portfolios. Here we address the important question of what expected returns and volatility assumptions should be used in order to determine their allocation.
While the prospect of interest-rate rises and higher inflation could have many investors heading for the exits, these phenomena could brighten the outlook for convertible bonds as the asset class benefits from its position halfway between equity and straight bonds on the asset class continuum, adding another leg to its recent strong run.
Credits markets have realized excellent performances so far since the beginning of the year, and they can remain like this throughout 2014.