Are active managers underperforming?
H1 2021 was bullish and active funds generally struggled to keep up with their benchmarks, says S&P Global
Volatility
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Investment ‘factors’ are also concentrated
Apple, Amazon and Microsoft appear in the top 10 stocks for three different factors
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Q&A: Mark Baribeau – Jennison Associates
The head of global equity at PGIM company Jennison talks volatility, outlooks and opportunities
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Energy bonds face ‘big default cycle’ warns asset manager
Renewable energy players could emerge more resilient from the shake up
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End of QE requires radical rethink
The end of the QE-led economic cycle means investors may need a more diversified portfolio – with defensive equities such as healthcare, commodities and short-term high-yield bonds – to ensure outperformance as we enter a period of greater uncertainty, according to analysts at Denmark’s Saxo Bank.
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38% of fund buyers say volatility will boost returns
Professional fund buyers split on volatility impact on portfolios with 39% viewing volatility as a threat, according to survey
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Three tips for navigating market volatility
Advisers were on red alert last week after market volatility once again reared its ugly head, but what should they be telling clients?
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How to make money from volatility trading
Volatility is inevitably going to rise from its current all-time low. But that doesn’t necessarily make it a good idea to buy the VIX, the index that tracks the volatility of the S&P 500. There are other ways to make money from volatility trading, however.
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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.
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Brace for more volatility in US Treasuries
The bulk of US Treasuries are owned by the Fed and foreign investors. But this is set to change, and it could have serious consequences.
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Volatility will be ‘lower for longer’ – Blackrock
‘Lower for longer’ has become the typical characterisation of central banks’ interest rate policy. But it could also be applied to volatility, believes Blackrock.
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How volatile are investors in their allocation opinions?
Every quarter, Expert Investor asks European fund buyers how they intend to change their allocations. Click through the slides below to see which asset classes investors change their views about most frequently.