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Traditionally, investors have allocated to government bonds to provide portfolio insurance when stockmarkets have tumbled. This has been effective in the past, but with yields depressed to miniscule levels after more than a decade of quantitative easing, their efficacy to reprise this role is much diluted. Absolute return funds, in theory at least, therefore provide one of the few ways in which investors can now build protection into a portfolio. Unfortunately, the performance of the absolute return fund sector as a whole in recent years does not corroborate the theory. As can be seen in the chart above, the absolute return sector saw impressive growth in assets under management until 2018, peaking at £82bn. ....
A love and hate relationship: Healthcare may be a bitter pill to swallow but we still need it Events If you already have an account please use the link below to sign in. If you have any problems with your access or would like to request an individual access account please contact our customer service team. Deep Dive into US equities Rajiv Jain of GQG Partners Rajiv Jain Catullus 85, by Roman poet Catullus, offers a summary of the two perhaps most intense human emotions. The sentiments of love and hate has long been an area of interest and research of the neuroscience and psychology communities, and is also a subject with great relevancy to market participants. ....
Northern exposure: Canada s upward trend could be a positive fillip for US equities investors Events If you already have an account please use the link below to sign in. If you have any problems with your access or would like to request an individual access account please contact our customer service team. Deep Dive into US equities Dean Orrico of the Middlefield Canadian Income trust Dean Orrico North American equities have performed well this year, lifting the S&P 500 and the TSX Composite indices to new all-time highs in March. Stocks have been supported by positive Q4 earnings results which outpaced expectations by an average of 17% in the US and 8% in Canada. ....