Head of Strategic Asset Allocation, Global Strategy
A disciplined process towards understanding the long term drivers of markets can help investors; we suggest a neutral equity position and more exposure to alternative assets and high yielding debt.
Investment Strategist, Global Strategy
Understanding the drivers behind profitability growth should allow better forecasting and aid regional equity allocation.
Senior Quantitative Strategist, Quantitative Investments
Enhanced factor design, a multifactor approach and efficient implementation have the potential to address many of the drawbacks of existing Smart Beta products.
Global Head of Infrastructure Funds, Private Markets
The recurring, long-term nature of cash flows from operational concessions is a characteristic shared with fixed income assets; however, active management that strategically considers all aspects of the investment leads to capital appreciation and improved income yields.