Inflows Into Nearly Every Asset Class In 2017 – 2018 Warm Up Act?

Although the overarching story of global markets in 2017 was subdued volatility, overall there were net inflows almost entirely across the board – with global equity mutual funds/ETFs (US$281bn), bond funds (US$346bn), global money markets (US$145bn) and commodities (US$8.6bn) recording increases. Investors poured record net inflows of over $620bn into global equity mutual funds/ETFs and bond… Please follow and like us:

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Chinese yuan’s global march, a year after SDR entry

BEIJING – A year has passed since the Chinese currency renminbi, or the yuan joined the IMF Special Drawing Right (SDR) basket. While the impact of the move may appear limited, the currency has taken steady steps on its global march. On Oct 1, 2016, the RMB became the fifth currency in the basket, joining the… Please follow and like us:

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Managed Futures and Managing Expectations

Don’t invest in managed futures because you think you are guaranteed to make money if there’s a sell-off in the stock market. You might be disappointed. In my opinion, invest in managed futures because the strategy has shown itself to be a valuable portfolio diversifier over the past 30 years. Managed futures have earned a reputation… Please follow and like us:

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Academic Research Insight: Factors And The Road To Retirement

Title: A WEALTH MANAGEMENT PERSPECTIVE ON FACTOR PREMIA AND THE VALUE OF DOWNSIDE PROTECTION Authors: LOUIS SCOTT AND STEFANO CAVAGLIA Publication: THE JOURNAL OF PORTFOLIO MANAGEMENT, SPRING 2017 ( version here) What are the research questions? The article links two current hot topics: goal based investing and factor premia. Can factor premia (value, size, momentum and… Please follow and like us:

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Cycles, Sectors, And The Perils Of Aggregated Data

The 20th century ended with a bang with U.S. equities peaking on March 24th, 2000 with the apex of the tech bubble. Only in the last few years have major market averages such as the Dow Jones Industrial Average and the S&P 500 index significantly surpassed the levels initially reached then. What is more, the real… Please follow and like us:

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BOA: The Three Trades We Like Best For An S&P 500 Rally

S&P 500 Rally Last week, Bank of America published a research report detailing the three trades its chief investment strategist, Michael Hartnett and team like in the current environment. The report details the three investment calls which are illustrated by 12 charts. Two of the three calls are based on existing investment strategies already detailed in… Please follow and like us:

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