Investment Strategy

Multi Asset | 5 Apr 16

NN Investment Partners has launched a Luxembourg-based multi asset absolute return fund using a strategy that allocates to multiple factors across different asset classes.

Macro Views | 22 Mar 16

Investors must adapt to a repeating market cycle of rising global growth fears, subsequent sell-off and rescue by ‘dovish’ central banks, said David Riley of BlueBay Asset Management.

Emerging Markets | 21 Mar 16

China’s lower infrastructure spending is expected to slow long-term demand for commodities, according to GAM.

Equities | 18 Mar 16

The US is in a period of “growth pause” rather than lapsing into recession, with long-term equity opportunities in technology and healthcare companies, according to Franklin Templeton’s Grant Bowers.

Alternatives | 17 Mar 16

Some investors replace part of their fixed income holdings with market-neutral equity. Though these funds are supposedly uncorrelated to the equity market, it’s better to choose a diversified approach, argues Rui Machado, alternative investments director at IM gestao de ativos in Lisbon.