Quality Growth Manager Perspectives
This discusses different types of absolute return fixed income portfolios and how a welldiversified,duration-constrained portfolio can take advantage of alpha-generating opportunities while avoiding systematic exposure to rising interest rates.
The global financial crisis is so nine years ago, and still the central banks can’t seem to find a way to "normalize" policy. Measures that had been introduced as emergency responses have morphed into permanent fixtures without which, we are told, growth would become impossible.
In one of the biggest electoral shocks since the 1970s, Theresa May’s Conservative party has emerged as the largest party in the next parliament but has lost its majority after an unexpectedly strong showing by the Labour Party under Jeremy Corbyn.
CAMRADATA has published its investment research report for Q1 2017, charting the performance of investments and asset managers across six asset classes.
“History suggests investors should lighten up on stocks in the summer. But this year there are many reasons to have disregarded the adage ‘sell in May and go away’,” says Luca Paolini, chief strategist at Pictet Asset Management.