Thursday 27th August 2020
According to global asset manager Franklin Templeton there is no historical comparison for the magnitude of aggregate demand that is currently being destroyed . So how do we recover? Through a combination of co-ordinated policy responses and China likely leading the way.
In periods of expansion, reflexivity supports rising valuations and expanding credit availability; but like leverage, it operates in both directions
Will Hamilton lays out a bold vision for the future of financial advice, urging the profession to embrace intergenerational wealth transfer, client experience,...
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...
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...
