Thursday 27th August 2020
Gender diversity delivers benefits: ESG consulting group, Calvert, undertook extensive research into the impacts of female leadership in large companies. According to the analysis, boards with more than four women outperformed those with less.
In an era captivated by narratives and noise, systematic investing, grounded in fundamental analysis, can achieve enduring success.
Markets often reward patience. Mean reversion has humbled many predictions of a new era. Yet regime shifts do occur. When the base conditions change, the old...
After years of narrow market leadership, Franklin Templeton’s portfolio managers argue that 2026 will reward investors who embrace broader market...
In periods of expansion, reflexivity supports rising valuations and expanding credit availability; but like leverage, it operates in both directions
As AI enthusiasm and speculative behaviour reshape equity markets, John Goetz and Dan Babkes from Pzena Investment Management say advisers should look beyond...
The wealth management industry believes market panic is an education problem. In reality, it’s a biology problem.
With structural changes across geopolitics and trade, portfolios should reflect this new era of controlled disorder. Amundi's convictions on risk, correlations...
