Märkte und Strategien

TM_Reading_summer
Blick auf die Welt

Summer reading – some recommendations from our editorial team

July 16, 2018 - Andrew Craig, Head of Financial Market Analysis & Publications
Weitere Nachrichten
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July 16, 2018 Investmentstrategien

Watch out for the effects of factors such as rising interest rates and the end of central bank asset purchases

TM_Infrastructure
July 16, 2018 Investmentstrategien

Infrastructure Debt ist zu einem wesentlichen Bestandteil der Asset-Allokation von Investoren geworden, die ihr Credit-Engagement diversifizieren möchten. Infrastrukturfinanzierungen bieten drei Vorteile: stetige und attraktive Cashflows, ein im Vergleich zu anderen ratinggleichen Festzinsinstrumenten attraktives Risiko-Ertrags-Profil und eine bevorzugte Behandlung durch die Aufsichtsbehörden beim Zielsolvenzkapital (SCR).

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July 12, 2018 Investmentstrategien, Non classé

Just as it can be irritating to hear someone say “things used to be better than they are now”, it can be irritating and even offensive when you have reached a certain age to hear, over and over again, that the new generation outperforms the previous one. Although they have long been at the cutting edge of factor-based investment research, our quantitative investment teams do not suffer from this shortcoming.

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July 11, 2018 Analyse de l'allocation d'actifs, Investmentstrategien, Market commentary

Foreseeing calmer markets over the next few months, we have identified several reversal themes