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People moves: IFM Investors bolsters London team
Plus: Aon appoints new partner; Brown Advisory adds trio to advisory board
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People moves: The People’s Pension appoints new director
Plus: Hymans Robertson creates new role for head of pension policy innovation; Muzinich names head of alternative credit solutions
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ESG roundup: Just eight get top Morningstar commitment mark
Plus: ISS benchmark policy survey; More UK Stewardship Code signatories; MSCI pursues generative AI solutions
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People moves: SEI Investments names new chief
Aviva, AXA IM, Isio, MaPS, SEI, Lumera, Skandia, PFA, AP Pension, Formuepleje, Church of England
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Briefing: A safe haven
Treasuries, the yen, and gold all traditionally serve to harbour investors in times of stress. A closer look at the current demand for Treasuries, however, paints a complex world view with implications for financial markets. Yields suggest it might remain ugly for another decade.
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Briefing: US makes rapid turnaround
Father Christmas delivered a sack of coal to equity markets last Christmas Eve, with the S&P 500 index losing 1.8%, following a three-day slide. Forecasters had previously been expecting two or three rate hikes in December, as Federal Reserve chairman Jerome Powell steered that discussion. He had mistakenly assumed that the economy had not yet reached a normal, neutral level but it already had, forcing him to backtrack.
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What next for US Treasuries?
A consensus on the direction of 10-year US Treasury rates is not obvious, because the answer reverts to a further question: whose consensus? Strategists, economists and other informed professionals have a particular view. The market itself, however, expresses a more diffuse and different opinion.
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US small & mid-caps: In the land of the brave
Led by technology and healthcare, the US small-cap sector is the most dynamic in the world but some companies are becoming overvalued
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US Equities: Concentration on quality
High quality franchises with a global outlook can deliver returns well ahead of the US market, finds Joseph Mariathasan. But it can be a bumpy ride
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IPE Top 500 Asset Managers 2023 rankings
Asset managers in our listing are ranked by global assets under management and by the country of the main headquarters. Assets managed by these groups total €102.6trn (2022= €108.6trn)
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ESG roundup: fracking, fossil fuel divestment, oekom, FNG
GLOBAL – UK Institute of Directors comes out in support of ‘fracking’.
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Rethinking the elephant
Your view on US large caps should be based on whether you think they are an investment decision or a gamble, argues Joseph Mariathasan
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Top 500 Asset Managers 2022
The emergence of persistent higher inflation, China’s zero-COVID policy, stress on global supply chains, and Russia’s Ukraine war all suggest that the asset total of this year’s IPE Top 500 Asset Managers Guide represents a high water mark.
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Wednesday people roundup
[15:30 CET 26-03] GLOBAL People roundup – Investment Solutions, Cardano, SWIP, IFDS, Hymans Robertson, Pimco, Axa Framlington, Resolution, AXA Rosenberg, Montae, Brown, Chi-X.
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US Equities: Style bias
Joseph Mariathasan uncovers a wide range of strategies among top performers in US equities