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Industry Voice: Global Equity - Finding alpha beyond style bias

Industry Voice: Global Equity - Finding alpha beyond style bias RLAM In recent years Royal London Asset Management s Global Equity team has navigated the polarisation between growth vs value. In this article we look at the stock selection and portfolio construction discipline they have employed. We also consider how the team has sought a differentiated approach to peers, as well as the specific processes they have implemented with the aim of creating consistent alpha across different style cycles.      Past performance is not a reliable indicator of future results. The value of investments and the income from them is not guaranteed and may go down as well as up and investors may not get back the amount originally invested. The views expressed are the author s own and do not constitute investment advice.

Schroders global equity CIO: We re already in a 2000-type tech correction

Schroders global equity CIO: We re already in a 2000-type tech correction
citywireselector.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from citywireselector.com Daily Mail and Mail on Sunday newspapers.

Financial Stability Review, May 2021

Financial Stability Review, May 2021 Foreword This is the third issue of the Financial Stability Review (FSR) prepared in the context of the coronavirus COVID-19 pandemic, with many euro area countries having faced a third wave of infections. As a result, a vast number of firms – particularly those in the services, leisure and travel sectors – still cannot operate normally, and the economy is still reliant upon policy support to prevent widespread unemployment, corporate insolvencies and economic contraction. The human and economic costs of the pandemic continue to accrue. That said, vaccination programmes are progressing and offering a route out of the pandemic. Financial markets have been driven by expectations of an upswing, exemplified by a striking rally in global equity markets. We are optimistic that financial and economic conditions will bounce back. There is, however, a reality that the pandemic will leave a legacy of higher debt and weaker balance sheets, which – i

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