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Posts Tagged ‘investment management’


What if the experts were right to put Trump’s and Brexit’s chances at 30%?

It’s the quiet week before Christmas, so I’m taking the opportunity to briefly set investment, pensions and charitable trusts aside and sneak in a post that touches on some of my favourite subjects: probabilities, forecasting and uncertainty. Specifically: what are the right – and wrong – lessons about forecasting from Donald Trump’s victory and the

December 21, 2016 Categories: Market Updates

Fed Announcement: Did Yellen get it right?

The Fed raises rates. Finally. It’s been a long wait, but the U.S. Federal Reserve (Fed) finally raised interest rates by 25 basis points today, bringing the current rate to 0.5 – 0. 75%. The market took a small step back today, with the S&P 500® falling by 0.8%. We believe the rate increase has

Dec 15, 2016 Categories: Market Updates

Italian referendum and global markets: What’s next in 2017

‘Once more unto the breach’. We imagine financial markets feel similar to the troops in Shakespeare’s King Henry the Fifth, after the ‘no’ vote in the Italian referendum on constitutional reform. Political events and the markets: The dangers of overreacting In a year full of political upsets, markets have to once more overcome uncertainty. With

Multi-Asset Investing: Dynamic Asset Allocation

Truly dynamic allocation is one of the hallmarks of a successful multi-asset portfolio. In this short video, Senior Portfolio Manager David Vickers discusses dynamic allocation within our MAGS Funds, using topical examples to explain our approach. In particular, David focusses on the following questions: What assets are considered for a dynamically managed portfolio? What have

Oct 26, 2016 Categories: Investment, Investment Strategy

Will the US presidential election impact markets?

The US presidential election has been top of mind for most people, given our 24-hour news channels and relentless coverage. But it’s worth taking a step back to evaluate the real impact of a presidential race on investments, and how that impact compares to other factors.This year we’re seeing populist movements in both major political

Sep 29, 2016 Categories: Markets

No great surprise – Fed rate remains steady

This was the closest call we’ve seen in a while,but probably to no one’s great surprise the U.S Federal Reserve (the Fed) decided to hold rates steady at 25-50 basis points today. It was a move that was pretty well signaled September 12 when Federal Reserve Governor Lael Brainard remained steadfastly dovish in a speech,

Sep 22, 2016 Categories: Investment Strategy, Markets

The cost of currency: Finding potential opportunity in risk

Exchange rates are buffeted by political decisions and can seem utterly unpredictable, as recent events illustrate (see below). Pension funds and other asset owners are exposed to exchange rate fluctuations through their international portfolio holdings. Many of them see currency risk as an unwelcome by-product of international diversification, and they may try to reduce or

Aug 4, 2016 Categories: Market Updates

Active Share: The truth about core-satellite investing

In this post, we continue the active share1 conversation by tackling core-satellite investing. We also address the misperception that limiting active management to a small portion of the portfolio is an efficient way of achieving high active share and capturing excess returns with low fees. Jon: Leola, will you start by defining core-satellite? Leola: The

Jul 28, 2016 Categories: Investment

Investors: Are you a return seeker or a risk manager?

Investing, at its most basic level, is a delicate trade-off between return seeking and risk management. For many investors, the factor that dominates their decision making shifts over time with somewhat predictable, and more often than not negative, results. From fear to greed I don’t believe that one approach is necessarily always better than the

Jun 8, 2016 Categories: Markets

Multi-asset Investing: Many clients ask these 5 questions

We’re seeing strong growth in multi-asset strategies. And we’re not alone. As Casey-Quirk notes in their November 2015 report, the industry is expecting to see more than $3 trillion of demand for multi-asset strategies worldwide between now and 2020. So it’s no surprise that we’re seeing clients driven by a desire to understand multi-asset strategies.

Jun 1, 2016 Categories: Investment

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