Investment Strategy
Alternatives | 14 Jun 16
Limited fortunes will take brave hearts – Pictet AM
For the next five years investors with multi asset portfolios need to be thinking in terms of a 2.5-3.0% real rate of return and even then they will need to hold a lot more high risk assets, according to Pictet Asset Management.
First GCC equities fund for int’l investors launched in ADGM
Eshara Capital, the first investment fund managed out of the Abu Dhabi Global Market (ADGM), has launched its first strategy, providing global investors access to UAE and Saudi Arabian equity markets and upcoming IPOs.
Macro Views | 18 May 16
Outlook brightens but rocky road ahead, says RLAM’s Greetham
Global growth is turning up and the economic outlook for the second half of the year is positive but the months ahead are full of potential pitfalls, said Trevor Greetham, head of multi asset for Royal London Asset Management (RLAM).
ANALYSIS: Ignore the seven-year itch, stick with the “unfashionable” bulls
Seven years of equity rises, have we really seen any evidence of complacency that ended previous bull markets?
Three sustainable investment themes for a low-growth future – Hermes
As the world wakes up to the new reality of extremely slow growth, there seems little doubt the returns investors became accustomed to during the ‘Great Moderation’ are a thing of the past.