Equities
A core equity portfolio focused on the premiums can go beyond a market index and help retirement investors achieve better outcomes, says Dimensional´s Mathieu Pellerin.....
We caught up with Tapio Koivu of Veritas´Pension Insurance Company to discuss the firms equity strategies and how they build portfolios in line with long-term outlooks........
The appeal of low expense ratios and broad diversification has contributed to the growth of index funds. Yet those appealing qualities can come at a cost. Index funds primarily seek to match the performance of an index but research across US and international indices shows that index-tracking funds may incur trading costs tied to reconstitution that hurt returns......
Actively managed solutions can offer distinct advantages over individual stock picking, particularly in navigating the complexities and volatilities of the tech market. Janus Henderson’s Global Technology Leaders Team discuss why technology investing benefits from active management....
Numerous active decisions go into the design and management of indices. Index fund investors should evaluate whether such decisions align with their objectives......
Jonas Thulin, recently appointed CIO of the third Swedish buffer fund, talks to us about re-entering emerging markets and the importance of letting tactical work complement strategic allocations to drive returns.... ........
Royal London Asset Management´s Head of Sustainable Investments, Mike Fox, makes the case for why the firm is increasing exposure to banks amidst a changing macro environment, more attractive financial characteristics for equity investors and improved environmental performance as better disclosure on financed emissions and clearer policies on future lending are made.....
Alpha will be a bigger driver of global equity returns in the future, with high interest rates and inflation limiting the contribution of beta toward total returns.....
Yolanda Courtines, Equity Portfolio Manager at Wellington, argues that strong relationships with companies, formed through regular engagement, allows asset managers to help companies navigate the increasingly demanding list of risks that management teams and boards are facing.....
Can the disconnect between short-term and long-term forces create buying opportunities in companies set to benefit from secular trends but whose valuations have dropped amid the broad equity declines.........
