ANALYSIS: When will the next market correction hit?
It has now been almost two years since we last saw equity or credit markets fall by more than 5%. Investors are sanguine markets will continue their relentless rally for the time being.
Schroders
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The merits of sustainable investing – fund selectors disagree with clients
The majority of retail investors see sustainable investing primarily as a means to achieve higher returns, according to a poll by Schroders. Professional fund selectors are taking a different stance.
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ANALYSIS: Have hurricanes blown away cat bond credibility?
Investors were bracing for the worst when the Swiss Re Cat Bond Index plummeted 15% in the wake of hurricane Irma. But the unprecedented damage caused could actually be a blessing in disguise for the asset class.
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Rising carbon prices threaten dramatic drop in profits – Schroders
Carbon prices will have to increase exponentially over the coming decades if we are to meet the minimum target of the Paris Climate Accords.
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The natural benefits of insurance-linked securities
In this video, Schroders’ Jonathan Hayward explains the benefits to investors of insurance-linked securities, also known as catastrophe bonds.
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“Trumpflation will lead to Europe catch-up trade”
Donald Trump has vowed to put America first. But if his presidency proves to be inflationary, it’s going to be Europe first, America second.
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What’s the better bet: French or Italian government bonds?
The spreads of French and Italian government bonds versus German bunds have risen by 600 bps since autumn due to rising political concerns. Fund managers are divided on the question which of the two now presents a buying opportunity. But does that actually matter at all?
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Better Finance group names and shames ‘closet trackers’
Campaign group Better Finance has published the names of asset managers running so-called closet trackers: funds that closely hug an index. Some large asset managers are particularly well-represented on the list.
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The populist uprising – what’s the impact on investors?
Once the preserve of the left, anti-globalisation sentiment has crossed over to the mainstream. Is the populist swing away from globalism a blip, or something more permanent? And what will be the impact on investors?
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Strong Chinese growth leaves a funny taste
China’s strong 6.8% GDP growth in 2016 is proof that China’s policy makers have so far been successful in keeping the country’s economy on track. But it also prompts the question whether strong short-term growth is being prioritised over the long term.
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The biggest macro risk: not Brexit or Trump, but China
Though US presidential elections are approaching fast and Brexit uncertainty is still riding high, China is the biggest macroeconomic risk right now, according to fund selectors attending the local Expert Investor forum in Barcelona last week.
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ESG leaves Munich’s fund buyers cold
ESG funds are fast becoming a staple that caters for the appetite of Northern European investors. But in the centre of Europe’s automotive industry, Bavaria, investors are not quite as bothered with sustainability.