Sélectionnez votre langue
English (Global) 
Français (France) 
Deutsch (DACH) 
Italiano (Italia) 
Dutch (Nederlands) 
English (United States) 
English (Canada) 
Asset managers have moved en masse towards adopting Article 8 or 9 designations under the EU’s Sustainable Finance Disclosure Regulation (SFDR) framework, introducing new funds and repurposing existing ones. Although the initiative has improved overall levels of disclosure and encouraged managers to enhance sustainability practices, lingering ambiguity around regulatory definitions has created a new set of problems. Recent manager research indicates that a significant number of fund reclassifications could be required if more stringent standards were to come into effect.
Although infrastructure is renowned as an inflation-sensitive asset class, the reality varies greatly depending on the strategy type and asset-level specifics. Not all ‘inflation-linkage’ is created equal, and not all ‘core’ assets are hardy cockroaches ready to survive the inflationary fallout.
Emerging Market Debt indices staged a significant drop in February. Active managers should have provided some protection against the damage—the average strategy was already underweight Russia at the start of this year. Yet many have faced headwinds, including high transaction costs when selling and losses caused by overweight positions to neighbouring countries.
Lire la suite : Ukraine Impact: Are Active Managers Providing Protection in Emerging Market Debt?
Last year saw Alternative Risk Premia (ARP) strategies recoup a substantial proportion of the losses endured during 2020—an annus horribilis during which the bfinance ARP manager composite lost more than 10%. With managers seeking to reaffirm their credibility, many have made significant changes in order to improve their responsiveness and resilience.
Lire la suite : Alternative Risk Premia Strategies Revive and Evolve after Pandemic Rout
Following an extended period of ‘low-flation’, many institutional investors entered 2021 with negligible exposure to so-called ‘inflation protection’ strategies such as inflation-linked bonds and commodities. A year later, with inflation climbing above 5% in a number of developed economies, we take a closer look at commodity and CTA performance.
Lire la suite : Commodities and CTAs Draw Focus as Inflation Spikes
Plus d'articles...
Page 17 sur 31
