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Posts Tagged ‘volatility’


Why downside protection may matter more than upside growth

Why downside protection may matter more than upside growth

Senior Portfolio Manager of the Multi-Asset Growth Strategy discusses the key concepts behind downside protection. A multi-asset approach to investing can efficiently employ downside protection in order to smooth the path towards securing an investor’s financial objectives.   The power of capital preservation   The global macroeconomics and geopolitical outlook remains uncertain, suggesting that an

July 27, 2017 Categories: Investment Strategy, Multi-asset
Is the stock-bond correlation positive or negative?

Is the stock-bond correlation positive or negative?

Some periods of history might point to the conclusion that the correlation between the returns on stocks and bonds is positive, others that it is negative. These variations can be a signal of fundamental change in the broader market environment. Phase transitions The behaviour of investment markets is not fixed. There are periods, for example,

May 18, 2017 Categories: Markets

2017 and the search for returns: the low-return imperative

How low will returns be in 2017? We believe the search for returns in 2017 is not going to get any easier against a backdrop of high equity prices (notably in the US), narrow credit spreads and low bond yields. The election of Donald Trump as U.S. president has thrown an extra element of uncertainty

Feb 8, 2017 Categories: Multi-asset

Stock market volatility in 2016: reality or rumour?

  There was much talk of stock market volatility in 2016 – so where do you think 2016 would rank among the past twenty years, when we compare the daily volatility of market returns? Smoother than the average year 2016 was the 14th most volatile of the past twenty years, as measured by the Russell

Jan 11, 2017 Categories: Market Updates

Passive investing: Are you buying high?

All asset allocations come in and out of favour. Growth versus value. Equity versus fixed. And passive investing is no different. Passive vehicles are clearly popular right now. On the most fundamental level, does that popularity make them a good choice? Is it possible that investors moving into passive are moving in at the top

Nov 16, 2016 Categories: Multi-asset

Where to now that we have a Brexit vote?

Later this morning, Jenny Watson, the Chair of the Electoral Commission, will conclude the UK referendum on EU membership by announcing the result in favour of a decision to leave the EU. This historic moment brings to an end the referendum process but simply heralds a new chapter of uncertainty for the UK and the

Jun 24, 2016 Categories: Market Updates, 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

Profit from volatility – the inside track

As a multi-asset investor, I am always on the look-out for new ideas. They could be ways to increase my returns, reduce my risks and /or to diversify my exposures, and so to improve my overall risk-adjusted return at the total-portfolio level. Well what’s new in the world of investing? Is there a source of

Jun 18, 2015 Categories: Investment Strategy

Excitement x 3 – the election, bond sell-off, and Legoland…

After the excitement of the Election, life returns to normal for the voting public, including pension trustees. Normality for trustees should include having a clear plan for using bond market volatility as an opportunity to de-risk. One of the implications of a General Election is that thousands of public buildings across the country have to

What exactly do you do all day?

There’s a running joke in the Rae household about what I actually do at work. My eldest now thinks I play Match Attax (don’t ask), my middle thinks I’m a builder and my youngest wishes I was Sir Topham Hatt (*makes a mental note to go to the gym more). The reality is perhaps less

Mar 26, 2015 Categories: Investment Strategy, Liability Hedging

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