Artificially low rates are causing multiple distortions and pockets of heightened risks—and while the current environment may be unprecedented, it need not be incomprehensible. Investors who understand the dynamics driving low rates may be positioned to take advantage of promising opportunities.
Market Narratives
The onset of a global pandemic has led to a dislocation in global financial markets and the re-basing of asset prices and valuations across every asset class. In this environment of extreme volatility and uncertainty, Investment Magazine brings you timely insights from investment experts responsible for managing risk and finding new opportunities.
Adventures on the Planet of the Apes: Navigating the Low-Rate Environment
articleAbsolute Returns Conference Digital 2020
Multi-asset investing taking on a new role: Vontobel’s Seiler
With savings plans failing to generate returns due to rock-bottom interest rates, Daniel Seiler from Vontobel Asset Management has predicted investors will begin to develop multi-asset portfolios rather than just cash, instead of just taking on straight equity exposure.
articleMarket Narratives
Finding ‘crisis alpha’ through systemic investing
Many may have argued central bank stimulus has destroyed trends and manipulated markets, but that doesn't mean new trends can't emerge, even if they are not as predictable, Kathryn Kaminski explains.
ArticleMarket Narratives
Beyond Covid-19: The ‘U-bend’ recovery
Why we believe the post-pandemic economy will take some time to get back to pre-crisis levels.
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