Macro Views
Investment | 22 Nov 16
ANALYSIS: Value vs growth not a black and white issue
Ignore the politics. If there’s one takeaway for investors from 2016, it’s the move from growth to value.
Macro Views | 21 Nov 16
It is time for active managers to leave benchmarks behind
Benchmarks are a vital part of the asset management sector. Funds are measured against them, bonuses worked out in relation to them and entire sectors of the industry predicated upon them. But, if recent trends are extrapolated outwards, the days of the benchmark in its current form should be numbered.
Not all inflation expectations are equal – Pioneer
The sharp jump in global inflation expectations since Donald Trump’s US election success papers over several significant differences in the inflation path for different countries, said Tanguy Le Saout.
China meltdown `very unlikely’: Lombard Odier
China’s debt-to-GDP increased to 250% in the first quarter this year from 154% in 2008. But Lombard Odier believes the picture is not as bad as it seems.
Fixed Income | 18 Nov 16
Ways to solve the current bond conundrum
Short duration or long duration? That is the question. And the answer, for past few years, has been ‘long’. It’s worked a treat for some. Could things be about to change or is the raging 30-year plus bull market going to go on for longer?