All Asset Class Reports articles – Page 12
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Asset Class Reports
Emerging Market Equities: Heading for catch up
Emerging market equities have enjoyed a good year so far but are investors too late to enter the market?
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Asset Class Reports
Be ready when QE makes way for QT
Market distortions created by quantitative easing could prove fertile grounds for investors when central banks switch to quantitative tightening
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Asset Class Reports
Global Equities: Valuations face a structural shift
It is not easy to predict where markets are heading in this era of great economic disruptions but there are big opportunities for skilled investors
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Asset Class Reports
Emerging markets lag in software
Despite the huge size of emerging economies they have yet to produce global leaders in software
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Asset Class Reports
Indices fail to measure up
Global bond indices have serious flaws including a low weighting in emerging markets
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Asset Class Reports
EM debt: Experts clash over debt dynamics
Opinions differ sharply on the sustainability of emerging market debt
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Asset Class Reports
EM debt: China evokes unjustified fears
Many foreign investors fail to grasp the transformation of China’s bond markets
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Asset Class Reports
Latin America debt: A complex opportunity
Latin American debt is no longer just a tactical trade
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Asset Class Reports
US Equities: The Trump reflation trade
The US president’s stated policies appear to have boosted the country’s already-reviving economy
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Asset Class Reports
US Equities: Survival in the internet onslaught
The new disruptive environment is having a profound effect on the types of businesses that can survive and prosper
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Asset Class Reports
US Equities: Opportunities in infrastructure
The scale of infrastructure spending being promoted by the Trump administration suggests a role for private-sector funding
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Asset Class Reports
PureGroup: Sensitivity of US equities to macroeconomics
The data shows the sensitivity of selected US equity funds to macroeconomic factors
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Asset Class Reports
US Equities: Opinions differ on valuations
Asset managers differ on whether or not the US equity market is overvalued
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Asset Class Reports
US Equities: Stable despite the threats
Investors have not shied away from equities, despite the expectation that near-record low volatility might be due to turn soon
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Asset Class Reports
Gilts still retain some lustre
Even when offering negative real returns, Gilts are generating interest as a risk-free asset
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Asset Class Reports
US Treasuries: Dampener on Trump’s promises
The Trump administration seems to be moving away from the president’s radical campaign rhetoric
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Asset Class Reports
Government bonds: Euro-zone risks remain
Economic growth prospects in the euro-zone look brighter but political uncertainties are a cause for concern
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Asset Class Reports
Inflation-linked bonds: Inflationary trends stoke linker demand
Inflation-linked government bonds are back in demand as investors seek protection against rising inflation
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Asset Class Reports
Long-term investing in European and US equity a must: Larry Fink
Trump’s US infrastructure plans could still see the light of day ‘despite the noise’
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Asset Class Reports
Investing In Private Equity: Concerns in a hot market
Joseph Mariathasan finds that high valuations in the private equity market means it can be an easier decision to sell than to buy