All Ahead of the Curve articles – Page 5
-
Features
Ahead of the Curve: The tricky search for yield
According to reports, global bond ETFs had their best quarter on record in the first quarter of 2017 with $44.5bn of inflows
-
Features
Ahead of the Curve: China’s ‘Blue Skies’ future
One thing that China does well, perhaps better than any other country, is to articulate a vision. It might not know every step of the journey but it knows where it wants to be
-
Features
Ahead of the Curve: Who’s afraid of a sideways market?
The global economy could continue to surprise on the upside but the impact on the medium-term path of equity prices would be weaker
-
Features
Ahead of the Curve: Strange days in credit
Amar Reganti looks for alternative sources of capital gains and income streams within a moribund fixed-income asset class
-
Features
Ahead of the Curve: A real asset in DC plans
Vince Childers says that in today’s environment, real assets can provide diversification, long-term return potential and inflation protection
-
Features
Ahead of the Curve: The diversification conundrum
Francesco Sandrini says that as the global economy emerges from a period of low growth and low inflation, investors appear to be ignoring risk in their diversification choices
-
Features
Ahead of the Curve: Investors ignore big data at their peril
News platforms, blogs and social media offer a massive amount of data and emotions which can be crucial in making sound investment decisions
-
Features
Ahead of the Curve: Low rates challenge central banks
The low-interest-rate environment is forcing central banks to take more risks in their asset allocation to meet capital preservation objectives, writes Alex Millar
-
Features
Ahead of the Curve: Fintech flies in emerging markets
Fintech is finding a natural home in emerging markets where traditional banks and insurance services are less established. Andrew Ness reports
-
Features
Ahead of the Curve: Trend-following - quality not quantity
Stephen Wood explains why a single well-researched trend-following investment model can produce better results than simply relying on diversification using different models
-
Features
Ahead of the Curve: Time to embrace robots?
Robotics and automation are no longer sci-fi, they are a fast-growing and profitable sector, say Johan Van Der Biest and Rudi Van den Eynde
-
Features
Ahead of the Curve: The constants amid the flux
Dominic Wallington says investors need not fear new disruptive technology or turbulent times if they seek out companies with the qualities to survive and flourish
-
Features
Ahead of the Curve: Fund managers must face fire too
Matthew Spencer argues that investment managers should feel the pain when they under-perform and not just share in the upside
-
Features
Ahead of the Curve: There’s gold in currency trading
Christopher Cruden makes the case for investing in gold by treating it as a major currency
-
Features
Ahead of the Curve: The investment conundrum
Alan Porter argues that investors should favour businesses that prioritise long-term capital investment rather than simply seeking out those paying high dividends
-
Features
Ahead of the Curve: The deflationary impacts of web 2.0
Edward Shing examines the deflationary effects of the emerging ‘sharing economy’ on traditional companies
-
Features
Ahead of the Curve: MiFID II starts to bite
Mark Croxon looks at the impact the new EU directive is likely to have on the workflow of investment firms
-
Features
Ahead of the Curve: Time to embrace downside risk
The attractions of equity put options as way to reduce a portfolio’s downside risk exposure can make it an expensive play. But offering call options canprovide higher long-term returns
-
Features
Ahead of the Curve: Repo faces paralysis
As the repo market faces an uncertain future, Andy Hill looks at the ramifications of increased regulation and liquidity demands
-
Features
Asset Allocation: Ahead of the Curve - Sales drive private-equity alpha
A recent study of 450 realised private-equity deals finds that sales growth is a key component for alpha generation, according to Ian Roberts
