Bond Markets Start to Look Beyond the Apocalypse
The Benefits of Staying Focused
Factor-based investment approaches are rapidly gaining in popularity in multiple markets thanks to their ability to deliver positive long-term risk-adjusted returns.
Risk and Opportunity on the Horizon for US Small Cap Investors
While the 2020 picture looks promising for US small-cap equities, according to market experts at FTSE Russell and Cboe, a number of risks still lurk on the horizon for investors.
Virus Outbreak Brings Double-Dip Risks to The Fore
Monsters, Mud and Misunderstanding
At the Inside ETFs industry confab in late January, David Nadig of #ETFTrends led a lightning round of 10 questions in 20 minutes for FTSE Russell executives Jayni Kosoff and Rolf Agather.
Taking Stock of UK Equity Performance as Britain Leaves The EU
2019 Was a Breakthrough Year for ESG Investors
Record assets flowed into ETFs that provide exposure to stocks based on ESG considerations in 2019, reflecting a growing desire on the part of investors to add sustainability considerations to their investment portfolio.
The Recession That Never Was…
2019 Factor Recap: Quality Bias Defies Q4 Risk Rally
The Decade in Seven Charts
EU Taxonomy Shines A Bright Light on Green Claims
As ESG issues have risen up the investment agenda, so too have the number of green claims made by investment managers, sometimes on the basis of questionable assumptions or limited data. Now, with agreement by EU institutions on the long-awaited EU Green Taxonomy, those claims will have to be firmly grounded in evidence.
China A50: Is Big Still Beautiful?
Is Style Out of Style in The Factor Era?
US Equity Markets – A Focus on Size and Style
Growth In ESG Begs The Question of Implementation
A significant level of assets have flowed into sustainable investment in recent years, to the tune of $30.7 trillion globally in the five major markets at the start of 2018—a 34% increase in two years—according to The Global Sustainable Investing Alliance’s most recent trends report.
Earnings Rebound In Search Of A Catalyst
Green Real Estate: A Building Block For A Low Carbon Economy?
Whatever Happened To The Value Premium?
Canada, Climate Change & Fixed Income Markets
A Defining Moment For US Small-Cap Stocks
Falling Too Far? What Sets Fallen Angels Apart
Measuring The Benefits Of Including Small Caps & REITs In Mexican Equity Portfolios
PRI: Five Things We Learned
With over 2300 signatories today with combined assets under management of over $80T, the conference was the largest ESG investment event ever held globally with a huge range of asset owners and managers, regulators and policymakers rigorously debating and challenging the market’s thinking on complex sustainable investment challenges.
What’s Driving Defensive Leadership In US Stocks And What Would Trigger Better Cyclical Stock Performance?
Corporates Seek Tools To Reduce Pension Plan Risk
Global market volatility and low interest rates have greatly impacted the funded status of corporate defined benefit plans over the past decade. Particularly in the last year, wide swings in equity markets have become less predictable, making funded status volatility a greater cause for concern. As such, many plan sponsors are seeking solutions that hedge against risk and volatility while protecting any improvements in funded status.
Vietnam’s Star Rises
China A: Looking Down The Road
Today, China’s A Shares comprise the world’s second-largest equity market, and many international market participants believe that A Shares are now simply too important to ignore. They include everything from financial services providers to telecommunications giants to leading technology innovators, and are the growth drivers of the world’s second-largest economy.