Author:

Rory Palmer

Editor, Investment Strategy

Investing

Identifying the tools you need to lean on in inflationary periods

Real assets are useful portfolio components in all market conditions. But in this inflationary environment, these assets could be essential.

Investing

Natixis survey shows global retirement security falters as inflation spirals

The annual Global Retirement Index reveals 2022 could be the most challenging year to retire in recent history, as market environment impacts pension savings.

Equities

“We are not single-outcome investors”: The value perspective in difficult market conditions

Remaining disciplined and using periods of volatility to find opportunities are key tenets of the US Value Team at Artisan Partners.

Investing

The signals that point to the market’s long-term recovery

History shows that a rally in a bear market can be something of a false dawn. Several components need to come together to signal a more sustained recovery.

Macro

The return of the 1970s playbook

The Fed has reiterated that the main aim is to get inflation down – whether that creates a recession or not.

Equities

How historical rallies compare within bear markets

Resisting the urge to try to time the market, focusing on strategic asset allocation, and staying the course has typically been a highly effective approach for long-term investment success.

ESG

European investors continue to back ESG ETFs

ESG ETFs represented 42% of total European ETF flows in the three months to the end of June 2022.

Equities

How lower equity volatility has reduced portfolio risk

Qontigo’s Multi-Asset Class Risk Monitor showed that a stronger co-movement of share prices and foreign exchange rates against the dollar reduced the risk of US assets.

Data

Research shows US dollar ‘remains at strongest level in decades’

Qontigo’s weekly Equity Risk Monitor also revealed falling factor volatility has driven down index risk while Gulf Arab markets came out as top performers.

Data

Amid a red-hot labor market, are we seeing the end of the US bear market?

Equity markets showed positive signs in a week where there was a surprise gain for the labor market, but recessionary concerns are still an ever-present threat.

Asset Allocation

Views from Cardinal Retirement Planning: separating Buffett from Grantham

Long-term investors with generous time horizons can find value in a downturn like this, despite what the bearish voices in the market might say.

Asset Allocation

Looking to the recovery after a bear market

Northern Trust’s chief investment strategist, Jim McDonald explains why the best portfolios should be built to withstand market volatility and be looking toward the impending recovery.

Asset Allocation

Advyzon’s Huckstep: ‘Pessimistic but short of outright bearish’ as we head into second half of the year

Brian Huckstep, chief investment officer at Advyzon Investment Management talks to Investment Strategy about valuations and his near-term predictions.

Data

Qontigo research shows factor investing is ‘alive and doing well’

Factor investing has received much attention in recent years as a source of above-market returns. It’s also been the target of some criticism, mainly due to recent years’ underperformance of certain styles.

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