Investing

Investing

“Semi-liquid” funds: The new good looking beast in town

A wider opportunity set of investors and historical alpha generation from private offerings has attracted asset allocators and strategy providers and positioned interval funds and tender funds as a key solution.

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

Will recession threat send more advisers toward alternatives?

With the 60-40 portfolio suffering against a difficult backdrop, could alternatives act as a 'shining star' for advisers?

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.

Investing

As Fed battles inflation, financial advisers brace for recession fallout

Advisers are adjusting clients' portfolios to weather the recession that could result from the central bank's response to spiking prices.

Macro

Should investors be wary of a strong dollar?

The greenback provides the green grease which lubricates the global economy and if monetary policy leads to a shortage of dollars, then further upsets and dislocations are quite possible.

Macro

Is the current inflation structural or cyclical?

Now inflation has become an issue, governments across the world are making the same mistakes as in previous inflationary periods.

Macro

Seven issues in global markets to watch in September

From Europe’s natural gas crunch to the UKs new prime minister to Chinas stimulus measures, Invesco’s Kristina Hooper details seven issues she’s watching closely in September.

Investing

Could summer rally in tech stocks be a bear market trap?

Has the summer rally in tech stocks been a classic bear market trap? A surge that could catch out the unwary and lure them into suffering further losses.

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.

Investing

Visits to Taiwan raise China’s ire, but unlikely to have market impact

While some investors may worry about portfolio repercussions, it’s unlikely the tensions between the world’s two-biggest economies will escalate enough to affect markets.

Investing

Amundi rolls out ESG separate account for wealthy investors

The Amundi US Equity ESG Improvers SMA is two-thirds allocated to companies expected to improve their ESG score.

Equities

The six essentials when building an investment portfolio

Building a well-crafted portfolio requires an understanding of financial markets, taxes, asset classes, and human nature. Done right, the chances of positive investment outcomes are greatly increased.

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.