A global investment strategist looks at why this cycle may be different, and examines the potential invested yield curve for hints from the past.
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In some markets, the sheer volume of money flows into both good and bad companies, but when tougher conditions inevitably come, it’s the quality earnings that sustain.
In the first of our Summer Series, Guest Editor Pilar Gomez-Bravo, a Director of Fixed Income at MFS, selects her favourite articles from our archive with an emphasis on long-term investing techniques and benefits.
As he prepares for retirement, a Chief Investment Strategist from a major global fund manager summarises what he has learned working through five full business cycles. He says it’s time to take risk off the table.
The sizeable increase in the market capitalisation of the technology leaders has inadvertently led to reduced diversification via a reduction to a mid cap exposure in portfolios represented by the Russell 1000.
Many experts are warning that over the past 60 years, the yield curve has inverted in advance of every recession, but will a yield curve inversion have a different result this time?
Despite what the textbooks tell us, a world of more dominant players has not led to higher prices. How does this affect investing?
The long bull market allowed passive investing to prosper, but over a whole cycle, companies with better fundamentals will outperform weak ones. The market is finally showing some dispersion.
This wide-ranging interview with Pilar Gomez-Bravo, Director of Fixed Income at MFS Investment Management, covers the role of active management, the low rate environment, portfolio creation and asset class correlations.
Both retail and institutional investors are demanding fund managers respond to ESG issues. A new generation will insist on better standards and will not accept a compromise in returns.
In a good company, culture drives the businesses strategy. It guides the way employees work together. And ultimately, culture shapes the type of experience a firm delivers to its employees and clients.
Portfolio managers and goalkeepers feel the need to do something, but an awareness of this action bias may help them recognise that inaction can be an optimal strategy.