15. September 2022

Investors are placing ever-greater focus on the carbon intensity of their investments, with equity portfolios often first in line for implementation. Yet, while carbon commitments can represent a positive step within a broader ESG agenda, applying reductions in an overly simplistic way can lead to problematic consequences—undermining both investment-related goals and environmental ones.

• ESG
• Equity
• Impact

Weiterlesen: Three Carbon-cutting Pitfalls – and How to Avoid Them

06. September 2022

The first half of 2022 saw Alternative Risk Premia (ARP) strategies deliver—at last— meaningful positive returns during an equity market downturn. This result is of major significance for a group of strategies that have often been criticised for their performance during bear markets. What does this mean for the future of ARP strategies? And why do so-called ‘fundamental’ market downturns favour ARP while ‘technical’ ones may not?

• Diversifying Strategies
• Alternative Risk Premia

Weiterlesen: Downturn Reveals Resilience of Alternative Risk Premia

04. Juli 2022

Following the considerable market losses endured in the first half of 2022, investors are taking the opportunity to weigh their own results and reassess resilience. Portfolio diversification, ‘defensive’ factors, ‘market-independent’ strategies and more explicit forms of protection such as risk overlays are all under scrutiny, with H1 bringing some notable disappointments as well as successes.

• Diversifying Strategies
• Risk
• Portfolio Design
• Strategic Asset Allocation
• Currency

Weiterlesen: Portfolio Protection and Overlays: Time for a Rethink?

09. Juni 2022

Rising interest rates and inflationary forecasts continue to underpin strong demand for Leveraged Loans, thanks in large part to their floating rate characteristics. Yet investors seeking to introduce dedicated exposure to this asset class can face significant implementation challenges.

• Fixed Income
• Manager Selection

Weiterlesen: Entering Leveraged Loans? Three Implementation Questions to Answer