Our Latest Thinking
Investment Management
Your selection is displayed below. To view other articles in our library, please select a business or enter search keywords below:
| Line of Business: | Search Keywords: |
| You asked for: Investment Management | ||
| Refine your search: | ||
| Sort results by: | Author Business Publication Date | Download RSS Feeds  |
Reconstructing Bond Investing to Align with New Global Debt RealitiesThe global financial crisis and sluggish recovery threw into relief a new set of global financial and economic realities for bond investors that had been gathering momentum in the last 30 years. The quantitative analysis team at Standish worked with Barclays Capital to construct a new, all-encompassing, GDP-weighted bond index that is designed to better represent the changing macro landscape around the world. Author: Michael Faloon
|
The Case for Active U.S. Large Cap Value EquitiesInvestment professionals from The Boston Company argue that a combination of factors beyond a favorable market cycle point is creating a positive environment for investing in U.S. large cap value stocks after the asset class was out of favor for the past few years. Authors: Brian Ferguson, John Bailer, Joel Mittleman
|
New Approaches to Global Currency ManagementWith the rise of global investing, we believe a well-defined currency hedging policy at the total portfolio level is more important than ever. In particular, we think it is critical for investors to distinguish between the currency translation risk that comes with investing abroad and the currency alpha risk that results from position taken by managers for absolute return currency strategies or global macro mandates. Author: Gavin Francis
|
Private Market Opportunities in Distressed DebtPrivate equity specialists from Siguler Guff discuss historic opportunities in distressed debt, as the unwinding of the huge debt overhang in advanced economies is leading to pockets of forced selling at depressed valuations. Author: Jim Gereghty
|
Burnin' Down the House: Straight Talk on Tail RiskISSG Senior Investment Strategist Ralph Goldsticker argues there is no portfolio equivalent of fire insurance that will protect all investors at the same time for a reasonable price. He discusses how tail risk hedging works, the trade-offs involved, and how the costs are determined. Author: Ralph Goldsticker
|
Rethinking Bond Index Weightings and Concentration RiskThe ISSG's Ralph Goldsticker and Mellon Capital's Lowell Bennett discuss the concentration risks in issuance-weighted government bond indexes, at a time of high sovereign debt, and suggest ways of constructing more efficient bond portfolios to mitigate those risks. Authors: Ralph Goldsticker, Lowell Bennett
|
Evaluating the Glidepath of Target Date Maturity FundsGlidepaths help determine portfolio asset allocation in target date maturity funds. Ralph Goldsticker of Mellon Capital Management Corporation explores the role glidepaths play in the expected performance of those funds. Author: Ralph Goldsticker
|
In Pursuit of the Emerging Markets ConsumerThe investor who pursues the emerging markets consumer within the universe of emerging markets equities requires a double dose of courage: the courage to make a big bet away from the familiar capitalization-weighted performance benchmarks, and the courage to invest in a sector that looks potentially expensive. Authors: Ralph Goldsticker, Robert Jaeger
|
Framing the Active vs. Passive Management ChoiceISSG Senior Investment Strategist Ralph Goldsticker provides a framework for thinking about the active vs passive investment choice, including whether an institution has the skill, culture and organizational resources to identify and monitor active managers effectively. Author: Ralph Goldsticker
|
The Merits of Active Investment ManagementThe global financial crisis has reignited the debate over the merits of active versus passive management in light of the failure of some active strategies to meet investor requirements during the crisis. Newton Investment Management argues that there is a strong case for most investors to use a proven active approach, especially during periods of uncertainty like the current one, where asset valuations are widely dispersed. Newton observes there are always mispricing opportunities in the capital markets that a skilled active manager can capture to help investors meet their objectives. Author: Edward Gore Browne
|
