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Is my money helping solve the world’s problems or making them worse? An increasing number of the beneficiaries of public funds, globally, are asking such searching questions about where and how their retirement funds are invested. Understanding how investments have an impact on societal issues can be much more complex and difficult to identify for institutional investors.
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Dec. 12, 2018
Despite the recent rally in the U.S. government bond market, real U.S. bond yields (i.e., nominal yield minus the market-implied rate of inflation) still remain substantially higher than at the beginning of the year. This may be both a blessing and a curse for investors.
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Dec. 11, 2018
What would a “No deal” Brexit mean for markets? »
Thomas Verbraken | Global Investing, Integrated Risk Management
Financial markets are increasingly edgy about prospects for the U.K. Parliament’s expected Dec. 11 vote on a Brexit deal with the European Union.
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Dec. 11, 2018
Factor investing is now going multi-asset class: to factor-based asset allocation and systematic strategy factors that push beyond equity selection.
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Carbon-intensive industries have been the primary focus of attention for investors looking to reduce carbon-related risks in their portfolios. But these particular industries are only part of the picture. Institutional investors may want to look beyond the usual suspect carbon-intensive industries to better understand the end-to-end risks.
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Nov. 30, 2018
Investing in convertible bonds when rates rise »
Gergely Szalka | Models/Client Cases, Fixed Income, Risk Management, Integrated Risk Management
Is my convertible bond more like a stock or a bond? How can I identify convertible bonds offering protection from rising rates?
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Nov. 22, 2018
What it may mean for Japanese stocks if easy money ends »
Naoya Nishimura | Models/Client Cases, Global Investing, Factor Investing
Some observers are concerned that when the Bank of Japan (BOJ) eventually ends its ultra-easy monetary policy, it could hurt the Japanese stock market. Part of this concern stems from the fact that the BOJ’s unconventional monetary policy involves purchasing Japanese exchange-traded funds (ETFs).
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Will U.S. homeowners slow down the heady prepayment rate on their mortgages — even if interest rates remain unchanged, thus potentially harming returns of mortgage-backed securities (MBS) and extending the duration of these securities?
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Nov. 20, 2018
The low size factor, or the premium that has been historically realized by investing in smaller sized companies over longer time periods, forms an integral component of many institutional portfolios. However, investors can choose different ways to making a low size allocation.
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Nov. 14, 2018
Anil Rao | Emerging Markets, Global Investing, Factor Investing
As the China A shares market has evolved, investors have faced new choices. They can continue with broad allocations to the emerging markets (EM), choose slightly narrower allocations to China and other specific EM countries or consider targeted investments within China through a variety of means.