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The case for Tactical Fixed Income Portfolios
Institutional investors are known for being able to play the long game but sometimes something so fundamental changes in assumptions that a rethink may be in order. The impact of unprecedented quantitative easing undertaken by the world’s central banks is leading many investors to wonder what to do with their fixed income allocations amid an environment where long term return assumptions of 4-6 percent seem widely far-fetched.
Asia quarterly outlook: Q3 2021
The economic recovery is gathering pace across Asia, supported by vigorous corporate earnings growth.
Investors in the region can position themselves to capture emerging opportunities while managing the risks associated with renewed volatility and rising inflation.
Investing in China - When and How?
The majority of institutional investors get their exposure through allocations to global equity or emerging markets funds.
But how much China do you get through those allocations? How should institutional investors who seek to capitalize on the demographic trends driving growth in China go about obtaining meaningful exposure?
Apples and oranges: The carbon footprints of multi asset portfolios
As the global economy begins to decarbonise, understanding the carbon footprints of portfolios has become critical. Here we look at ways of comparing carbon levels across multi asset portfolios that can be as different as apples and oranges.