To decode the growth vs. value debate, Lombard Odier Investment Managers (LOIM) analysed growth, population, productivity and capex across regions.
Florian Ielpo, Head of Macro, Multi asset, at LOIM, highlights the findings in short: “When productivity drives the cycle, it usually benefits growth stocks. Conversely, a cycle driven more by capital expenditure tends to weigh on growth stocks and benefits quality stocks.”
Read the full assessment here.
Read more
City of London Investment Management
The case for Closed-End Funds in Emerging Markets
Closed-end funds have long been a niche investment vehicle, but what makes them particularly compelling in today’s emerging markets environment?
J.P. Morgan
The “golden era for gold”
Gold rallies on peaking yields, firm demand, and a weaker dollar outlook.
Apollo Multi Asset Management
Why absolute return matters more than ever
A disciplined absolute return strategy can deliver stability and low correlation in volatile markets.
HSBC Asset Management
Europe & EMs poised to eclipse U.S. equity dominance
Small caps in Europe and EM outperform, reversing years of large-cap dominance.
