All Asset Class Reports articles – Page 14
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Asset Class ReportsUS 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
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 ReportsLong-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
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Asset Class Reports
Venture Capital: Handle with care
Venture capital is becoming more popular with investors but picking the right firms might not be easy, finds Joseph Mariathasan
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Asset Class Reports
Sovereigns look for private boost
Joseph Mariathasan says the long-term goals of sovereign wealth funds mean they can tap the potential of private markets
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Asset Class Reports
Financials regain some lustre
Investors are becoming more positive about financials as they stand to gain from stronger growth and higher inflation, finds David Turner
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Asset Class Reports
Pure Group: Sensitivity of selected European equity funds to macro factors
The chart data shows the sensitivity of the five largest European equity funds to changes in economic factors: European default spreads, European term spreads, European inflation and volatility of European stocks
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Asset Class ReportsInvesting In European Equities: Worrying times
Political uncertainty in Europe poses dangers and offers opportunities. Joseph Mariathasan investigates
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Asset Class Reports
Asset Allocation: Defining Europe for investors
Investors looking to invest in European equities have to decide on what countries to include as well as exclude, as their choices could have significant impacts on portfolio performance, finds Joseph Mariathasan
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Asset Class Reports
Pure Group: Sensitivity of selected high-yield funds to macro factors
The chart data shows the sensitivity of the five largest global high-yield funds to changes in economic factors: default spreads, term spreads, interest rates and inflation
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Asset Class Reports
Expect surprises in European high yield
Joseph Mariathasan assesses the European high-yield market at a time when political risks are set to dominate investors’ thinking
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Asset Class Reports
Crossover credit: Filling the gap
Joseph Mariathasan sees opportunities in crossover credit
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Asset Class Reports
High-yield bonds issuance: End of the old new normal?
Dewi John wonders whether global politics could finally end the lower-for-longer interest rates environment
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Asset Class ReportsInvesting In High-Yield Bonds: Is the party winding down?
Brendan Maton finds there is some wariness about how long high-yield debt will continue to offer good returns in the current environment, although investors still find the asset class attractive
