Value investing could see a revival as economic activity picks up in the wake of the Covid-19 pandemic, as asset managers predict that lowly-rated stocks could outperform in the upturn.
Russian specialist Balchug Capital has navigated a path through the pandemic crisis by believing in the fundamental value of its “best ideas” emerging markets-focused equities positions, according to founder David Amaryan.
Risk assets were under pressure during the second half of June as trade war concerns escalated. The MSCI World was down 3 per cent in USD terms during the second half of June, since Trump approved tariffs on Chinese imports.
Mike Amey, PIMCO’s head of sterling portfolio management and ESG strategies on the challenges facing the Bank of England…
Timothy Graf, head of macro strategy for EMEA at State Street Global Markets; Antoine Lesné, head of EMEA strategy and research for SPDR ETFs; and Elliot Hentov, head of policy and research – official institutions for EMEA at State Street Global Advisors, offer their views on the Italian general election results…
Value investors are returning to Greece, hopeful that if improving macro-economic conditions persist, the coming year will prove a major boost to Greek small cap stocks, according to Quaero Capital.
Mirabaud Securities has launched the Mirabaud Securities Global Thematic Group, a specialist team that assesses macro themes and fundamental stock ideas to identify interesting opportunities for investors.
By Don Steinbrugge, Agecroft Partners – Each year, Agecroft Partners predicts the top hedge fund industry trends stemming from our contact with more than two thousand institutional investors and hundreds of hedge fund organisations.
The latest Weekly Brief from Lyxor’s Cross Asset team takes a look at how hedge funds view the current state of Brexit negotiations, and as with just about everything to do with the UK’s withdrawal from the EU, the picture is less than clear.
The global economy will experience 2.4 per cent real average annualised growth over the next five years, according to Northern Trust’s Capital Market Assumptions five-year investment outlook, a report that informs the investment decisions for the USD1 trillion managed by the firm.