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.
As the world slowly recovers from the Covid-19 pandemic, Newton Real Return global strategist Brendan Mulhern outlines three macro trends which could help to shape and define markets in the coming years.
Brendan Mulhern, Real Return global strategistOctober 20, 2020
Aviva Investors explore the lines of tension underpinning the approach to investing sustainably.
Aviva InvestorsOctober 13, 2020
With bond and equity prices already back at levels that seem to belie the harsh economic reality, Peter Fitzgerald and Mark Robertson believe it could be time to reconsider absolute return multi-strategy investing once more.
Aviva InvestorsAugust 24, 2020
Varied and intricate layers in the market are making true company valuations problematic according to Alvarez and Marsal’s Antonella Puca, “many of which are not just related purely to financial returns”.
Tahn SharpeAugust 10, 2020
The size, power and influence of the would's biggest tech giants is bad for competition and is an important consideration for investors, Denise Hearn has said.
Amanda WhiteAugust 10, 2020
Change has come thick and fast to the asset management industry in recent years, driven by developments in investment strategies, technology and regulation. But now, Covid-19 and the ensuing market volatility has propelled the industry’s change agenda, with Chief Operating Officers (COOs) at the centre of this trajectory.
BNP Paribas Securities ServicesAugust 10, 2020
The Xallarp Advisory founder and ex-Goldman Sachs strategist says stunted economic growth is combining with unprecedented policy intervention to create a dislocation that has distorted the very premise of markets.
Tahn SharpeAugust 3, 2020
Many of the major themes and trends that dominated financial markets before COVID-19 disrupted financial markets and economies still endure today, according to John Pearce, with 'financial repression' among the most notable. Although there have been some exceptions.
Matthew SmithJuly 27, 2020
The former Grattan Institute CEO isn’t pulling any punches in his assessment of the “sharp knife” that is our super system. The “20 to 30” billion dollars it costs to run our retirement savings each year may be terrific for people working in the industry, he says, but not for the rest of the country.
Tahn SharpeJuly 22, 2020
BNP Paribas Securities Services shares its unique insights into some of the challenges asset managers and their asset owners faced during this unprecedented COVID-19 period.
BNP Paribas Securities ServicesJuly 1, 2020
Newton’s Fixed Income team assess some potential consequences of the pandemic, and how they may play out in the global economy.
Newton Fixed Income TeamJune 10, 2020
In a context of fierce competition and increasing regulatory constraints, investment management firms are under growing pressure. To optimise their costs while improving service quality, they are now willing to outsource their trading desks to specialised providers.
Natalie Floate and Thomas CastielJune 1, 2020