Sébastien Saba, head of fund selection at Meeschaert family office Belgium, reveals why he is generally unmoved by volatility, and explains his preference for boutique funds.
Tobias Pross, Allianz GI’s head of EMEA, considers the recent reinvention of his company, its massive expansion into alternatives, and answers the question: why hasn’t it changed its name?
Factor investing has many advantages, says Freddy van Mulligen, head of equity and fixed income manager selection at the Dutch institutional money manager. But he still can’t do without active managers.
Willi Oberbeck, a fund selector at DZ PRIVATBANK, tells why he already started using alternative Ucits funds more than six years ago, long before demand for absolute returns started to really heat up.
Ricardo Libano, a fund selector at the Portuguese wealth manager IM Gestão de Ativos in Lisbon, has a natural inclination to invest in active funds. But it’s not always easy to do so, and sometimes he is left little choice but to select a passive option.
Combining steady returns with low volatility is a key requirement for most investors. In this video, Unigestion's head of macroeconomic research explains how investors can achieve that.
In this video, head of credit research at Rogge Global Partners, an Allianz company, Mark Wade explains how investors can win by not losing.
As economic trajectories and central bank policies across the globe diverge, dislocations occur. You need a flexible manager to profit from this, says GAM's Mark Pearce.
Increased urbanisation and the rise of the middle classes are the long-term drivers for emerging markets. But there are a couple of other short-term factors that make the asset class even more compelling, says Kevin Barker.