On the challenges of forecasting interest rates in uncertain markets.
When Forecasts Fall Short, Humility and Diversity are Key
The unreliable are nobody’s friend
For portfolio managers and investors alike, the experiences of 2020 will prove difficult to erase from the memory. As we reflect upon the extraordinary – for once, the word is entirely apposite – developments of the year, one facet in particular leaps immediately to the forefront of our collective consciousness: dividends … or rather, their reliability.
Life after Brexit
A month after the UK formally left the European Union in December 2020, the first domestic cases of coronavirus were identified. The Covid-19 pandemic suspended normal life, as well as politics – stifling what otherwise would have been a dominating theme: what does Britain do next? In this article, we navigate the challenges of a post-Brexit world, the re-opening of the UK economy and outlook for dividends.
The Global Story for Profit and Income: How Asia Pacific beat the world
The latest edition of the Henderson Far East Income Dividend Index has enhanced its analysis with the inclusion of research on profits and dividends globally – highlighting how Asia is increasingly becoming a powerhouse.
Rising interest rates, inflationary regimes and CTA returns
Diversified alternatives portfolio managers Andrew Kaleel, Mathew Kaleel and Maya Perone discuss the impact of rising rates on traditional asset classes and trend-following strategies.
Growth? Value? Just fundamentals please…
Portfolio manager Steve Johnstone looks at the dominance of thematic market factors in determining market movements since the start of the pandemic, considering what the return of idiosyncratic risk in 2021 might mean for investors.
Rising interest rates, inflationary regimes and CTA returns
Diversified alternatives portfolio managers Andrew Kaleel, Mathew Kaleel and Maya Perone discuss the impact of rising rates on traditional asset classes and trend-following strategies.
The scarcity of sustainability: unintended asset allocation risks in sustainable model portfolios
Adam Hetts and Sabrina Geppert from the Portfolio Construction and Strategy Team examine whether unintended risks are introduced by a shift to ‘sustainable’ investing and the scarcity of allocation options.
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Growth? Value? Just Fundamentals Please…
A look at the dominance of thematic market factors in determining market movements since the start of the pandemic.