Latest Asset Class Reports -3 – Page 12
-
Asset Class Reports
EM debt: China evokes unjustified fears
Many foreign investors fail to grasp the transformation of China’s bond markets
-
Asset Class Reports
EM debt: Experts clash over debt dynamics
Opinions differ sharply on the sustainability of emerging market debt
-
Asset Class Reports
Latin America debt: A complex opportunity
Latin American debt is no longer just a tactical trade
-
Asset Class Reports
Indices fail to measure up
Global bond indices have serious flaws including a low weighting in emerging markets
-
Asset Class Reports
US Equities: Opinions differ on valuations
Asset managers differ on whether or not the US equity market is overvalued
-
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
-
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
-
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
-
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
-
Asset Class Reports
PureGroup: Sensitivity of US equities to macroeconomics
The data shows the sensitivity of selected US equity funds to macroeconomic factors
-
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
-
Asset Class Reports
Gilts still retain some lustre
Even when offering negative real returns, Gilts are generating interest as a risk-free asset
-
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
-
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
-
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’
-
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
-
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
-
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
-
Asset Class Reports
Investing In European Equities: Worrying times
Political uncertainty in Europe poses dangers and offers opportunities. Joseph Mariathasan investigates
-
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