High growth, rising return companies are often disruptors, which is what Ashish Kochar, co-manager of the Threadneedle Global Extended Alpha Fund, aims to invest in.
Category: Industry views
Video: Quaero on value investing in Europe’s small caps
Jean Keller, CEO of Quaero Capital, discusses his firm’s value investing strategy that targets family-owned small caps in Europe.
How to weather sector rotation
Managing sector rotation is the most challenging aspect of equity investing, and the best solution is to wait it out, argues Michael Buhl-Nielsen, fund management director at Jupiter Asset Management.
Video: M&G on long-term global investing
Christophe Machu, investment specialist, explains that the firm’s non-traditional long-only fund exploits the valuation difference between equities and bonds.
Are Asia’s wealthy inching into DPM?
Private bank and wealth management clients in Asia are slowly putting more money in discretionary mandates, but they still account for a small portion of assets under management, according to Pictet WM and Deutsche Wealth.
Opportunities and risk in disruption
Investing in disruptive companies requires a blend of new entrants with established companies to minimise risks, according to Wesley Lebeau, Paris-based thematic equities portfolio manager at CPR Asset Management, a subsidiary of Amundi Asset Management.
Video: Lazard on convertible bonds
Convertibles will be one of the best performing asset classes this year, argues Arnaud Brillois, managing director and portfolio manager, analyst, Lazard Asset Management.
Is short-term high yield debt better?
Short-dated high yield bonds provide protection against rising interest rates, but low liquidity puts brakes on the ability of funds investing in them to grow, according to BNY Mellon’s Ulrich Gerhard.
Investors missing correlation alert, says NB
As correlation between stocks and bonds increases, Neuberger Berman’s multi-asset and quantitative team has made several changes to portfolios, according to Erik Knutzen, the firm’s New York-based chief investment officer for multi-asset class strategies.
Will EMs tumble as rates rise?
Emerging markets are less likely to see a ‘taper tantrum’-like sell off as rates rise, said GSAM’s Shoqat Bunglawala, but not everyone agrees.
