This Secular Forum plays an integral role in guiding PIMCO's
global investment strategy for the upcoming three to five years.
If you want to, you can buy it here: The Era of Uncertainty:
Global Investment Strategies for Inflation, Deflation, and the Middle Ground.
Not exact matches
That represents «a huge opportunity
for energy right now,» says Andy Goldberg,
global head of
investment strategy for J.P. Morgan Private Bank.
«This is a market
for seasoned and experienced investors,» said Alicia Levine, head of
global investment strategy at BNY Mellon Investment M
investment strategy at BNY Mellon
Investment M
Investment Management.
«To support
global activity and contain risks, the G20 must act now to implement forcefully the existing G20 growth
strategies and plan
for coordinated demand support using available fiscal space to boost public
investment and complement structural reforms,» the fund said.
«If they (the BOJ) succeed it is in the realm of a real game changer
for Japan,» Andrew Pease,
global head of
investment strategy at Russell
Investments in Sydney told CNBC's «Capital Connection.»
Prior to his current role, Kurt was a
Global Investment Strategist with responsibility for presenting BlackRock's multi-asset investment views to clients throughout North America, primarily in the U.S. Kurt joined BlackRock in 2013 with over 15 years of experience in investment research and
Investment Strategist with responsibility
for presenting BlackRock's multi-asset
investment views to clients throughout North America, primarily in the U.S. Kurt joined BlackRock in 2013 with over 15 years of experience in investment research and
investment views to clients throughout North America, primarily in the U.S. Kurt joined BlackRock in 2013 with over 15 years of experience in
investment research and
investment research and
strategy.
Fidelity Strategic Funds are multi-asset-class
strategies that seek to address key income needs — bond income from
global sources, non-bond income, and real return — by investing in a diversified mix of fixed income and / or equity
investments chosen
for their historical combined performance.
The premier
global strategy conference
for future - focused investors and
investment professionals.
Get evaluations of impact - oriented
strategies from the
Global Investment Manager Analysis team, in addition to ideas and insights from Morgan Stanley Research's Sustainable + Responsible Investing team and the Institute
for Sustainable Investing.
Notably, the National Financial Work Conference has been the stage
for: forming agencies to regulate the insurance and securities industries and bank bailout
strategies in 1997, creating banking regulators and listing state - owned banks on exchanges abroad in 2002, creating the sovereign wealth fund, establishing the China
Investment Corporation in 2007, which currently has assets of $ 813.5 billion, and developing methodologies
for dealing with the
global financial crisis of 2008.
Stuart Freeman is the co-head of
global equity
strategy for Wells Fargo
Investment Institute, a subsidiary of Wells Fargo Bank N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed fi
Investment Institute, a subsidiary of Wells Fargo Bank N.A., which is focused on delivering the highest quality
investment expertise and advice to help investors manage risk and succeed fi
investment expertise and advice to help investors manage risk and succeed financially.
Tobias Carlisle of Eyquem
Investment Management LLC has run the blog since December of 2008 during the
global economic crisis, with a focus on research - based
strategies that have generated long - term, market - beating returns
for investors.
Since 2010, he has been responsible
for developing and executing
global legal
strategies in governance, litigation and regulation
for all aspects of the bank's businesses, including asset management and brokerage services, and corporate and
investment banking.
Prior to that, he served as head of quantitative equity
for ING
Investment Management, (doing business as Voya
Investment Management May 1, 2014), building and developing the group and managing more than $ 20 billion in assets with 15
global active, index and enhanced index
strategies for pension funds, variable annuities and mutual funds.
Sean Lynch is the co-head of
global equity
strategy for Wells Fargo
Investment Institute, a subsidiary of Wells Fargo Bank N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed fi
Investment Institute, a subsidiary of Wells Fargo Bank N.A., which is focused on delivering the highest quality
investment expertise and advice to help investors manage risk and succeed fi
investment expertise and advice to help investors manage risk and succeed financially.
While no one can predict what the future holds, we've gathered three of our
investment team leaders
for a roundtable discussion on developments they see likely to influence the
global markets in the back half of the year, and their
strategies to position
for whatever comes next.
Prior to joining MFS in 2015, Chris was a vice president of Eaton Vance Management, director of product and portfolio
strategy for equity mandates and an institutional portfolio manager
for Eaton Vance's broad suite of equity
investment strategies, including US Large Cap Value, Hexavest
Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors
strategies.
Since beginning his career as an equities analyst in Hong Kong in 1986, Richard has served as
global head of
investment strategy at ABN AMRO Asset Management in London, worked as a financial sector specialist
for the World Bank in Washington D.C., and headed equity research departments
for James Capel Securities and Salomon Brothers in Bangkok.
Alex Shingler is a portfolio manager and member of the Blackrock Multi-Asset
Strategies (MAS) team, which is responsible
for developing, assembling, and managing both
global tactical asset allocation portfolios and outcome - oriented
investment solutions.
Nannette Hechler - Fayd «herbe,
Global Head of
Investment Strategy and Research at Credit Suisse, talks to Elliot Smither about the outlook for financial markets in 2018 and identifies some of the long - term investment themes which can be used to help make asset allocation
Investment Strategy and Research at Credit Suisse, talks to Elliot Smither about the outlook
for financial markets in 2018 and identifies some of the long - term
investment themes which can be used to help make asset allocation
investment themes which can be used to help make asset allocation decisions
«Our dynamic, entrepreneurial approach to alternative
investments allows us to identify new assets, asset classes and
strategies and deliver them as co-mingled or segregated offerings
for our
global client base.
Examples of these risks, uncertainties and other factors include, but are not limited to the impact of: adverse general economic and related factors, such as fluctuating or increasing levels of unemployment, underemployment and the volatility of fuel prices, declines in the securities and real estate markets, and perceptions of these conditions that decrease the level of disposable income of consumers or consumer confidence; adverse events impacting the security of travel, such as terrorist acts, armed conflict and threats thereof, acts of piracy, and other international events; the risks and increased costs associated with operating internationally; our expansion into and
investments in new markets; breaches in data security or other disturbances to our information technology and other networks; the spread of epidemics and viral outbreaks; adverse incidents involving cruise ships; changes in fuel prices and / or other cruise operating costs; any impairment of our tradenames or goodwill; our hedging
strategies; our inability to obtain adequate insurance coverage; our substantial indebtedness, including the ability to raise additional capital to fund our operations, and to generate the necessary amount of cash to service our existing debt; restrictions in the agreements governing our indebtedness that limit our flexibility in operating our business; the significant portion of our assets pledged as collateral under our existing debt agreements and the ability of our creditors to accelerate the repayment of our indebtedness; volatility and disruptions in the
global credit and financial markets, which may adversely affect our ability to borrow and could increase our counterparty credit risks, including those under our credit facilities, derivatives, contingent obligations, insurance contracts and new ship progress payment guarantees; fluctuations in foreign currency exchange rates; overcapacity in key markets or globally; our inability to recruit or retain qualified personnel or the loss of key personnel; future changes relating to how external distribution channels sell and market our cruises; our reliance on third parties to provide hotel management services to certain ships and certain other services; delays in our shipbuilding program and ship repairs, maintenance and refurbishments; future increases in the price of, or major changes or reduction in, commercial airline services; seasonal variations in passenger fare rates and occupancy levels at different times of the year; our ability to keep pace with developments in technology; amendments to our collective bargaining agreements
for crew members and other employee relation issues; the continued availability of attractive port destinations; pending or threatened litigation, investigations and enforcement actions; changes involving the tax and environmental regulatory regimes in which we operate; and other factors set forth under «Risk Factors» in our most recently filed Annual Report on Form 10 - K and subsequent filings by the Company with the Securities and Exchange Commission.
In 2009 as a manager with Lumi Consulting, he provided counsel
for Beam, working alongside the company's
global strategy team to help redefine its
investment strategy globally.
The consultation process involves a forum
for industry to guide MLA's
global market
investment strategy.
The
strategy sets out how
investment can deliver a stronger, fairer Britain — with priority
for projects which cut congestion, support growth, boost Britain's
global competitiveness or unlock new housing.
The report presents a
strategy for the future that enables discovery and maintains the U.S. position as a
global leader through
investments by the DOE Office of Science and the National Science Foundation Directorate
for Mathematical and Physical Sciences.
Professor Jaimie Dick, from the Institute
for Global Food Security at Queen's School of Biological Sciences, is calling on the EU to commit long - term
investment in a European - wide
strategy to manage the problem.
Embattled Vivendi chief executive Jean - Marie Messier welcomed the
investment as a sign of confidence in the company, whose stock has tumbled this year amid concerns about the company's debt load and Messier's
strategy for converting a water utility into a
global media and entertainment leader.
FlexChoice Access offers the opportunity
for you to design an
investment strategy that works
for you by selecting from the available asset allocation and risk managed
global multi-asset portfolios or choosing to build a more customized portfolio from the individual
investment options available.
Craig Lazzara is Managing Director and
Global Head of Index
Investment Strategy for S&P Dow Jones Indices (S&P DJI).
He is responsible
for the development and
investment management of
global asset allocation
strategies including tactical asset allocation and real asset
strategies.
February 2016 — Capital Wealth Planning today announced that is has been recognized with Top Guns status by Informa
Investment Solutions» PSN manager database
for its
Global Balanced Universe
for the CWP Covered Call
Strategy.
After one of the best quarters ever
for Sparinvest's
global value equity
strategies, the team considers reasons
for the rallies in the European and Japanese markets and highlights some of the benefits of active
investment — including a focus on ESG risks - which passive investing is unable to offer.
Fidelity Strategic Funds are multi-asset-class
strategies that seek to address key income needs — bond income from
global sources, non-bond income from dividend - paying securities, and real return to help protect against inflation — by investing in a diversified mix of fixed income and / or equity
investments chosen
for their historical combined performance.
The
Global Multi Sector team is responsible
for the
strategy, which is managed according to a team investment process with the three senior investment professionals in the team, Bob Jolly, Head of Global Macro Strategy, Fixed Income and Paul Grainger, CFA — Senior Portfolio Manager, Fixed Income, being accountable for the overall team investment s
strategy, which is managed according to a team
investment process with the three senior
investment professionals in the team, Bob Jolly, Head of
Global Macro
Strategy, Fixed Income and Paul Grainger, CFA — Senior Portfolio Manager, Fixed Income, being accountable for the overall team investment s
Strategy, Fixed Income and Paul Grainger, CFA — Senior Portfolio Manager, Fixed Income, being accountable
for the overall team
investment strategystrategy.
He also partners with Vanguard
Investment Strategy Group on asset allocation
for Vanguard's
global multi-asset class products.
Eugene Lundrigan to take on additional accountabilities as President, Sun Life Institutional
Investments (Canada) Inc. while continuing to head up business
strategy for the
global asset manager; Heather Wolfe joins team as Senior Managing Director, Head of Business Development and Client Relationships.
«Our goal is to provide investors with the flexibility to construct diversified portfolios across active, smart beta and passive ETF
strategies,» says Patrick O'Connor, head of
Global ETFs
for Franklin Templeton
Investments.
James Montier, author of the essay Painting By Numbers: An Ode To Quant, which I use as the justification
for simple quantitative investing, authored an article in September 2008 specifically dealing with net nets as a
global investment strategy: Graham» s net - nets: outdated or outstanding?
Therefore, the
strategy for July is selling: VNQ — Vanguard MSCI U.S. REIT TLT — iShares Barclays Long - Term Treasury (15 yr) The proceeds are used to purchase: BWX — SPDR Barcap
Global Ex-U.S. Bond (6 - 7 yr) TIP — iShares Barclays TIPS (4 - 6 yr) Investors can track real - time performance on Scott's
Investments.
Jim is a senior
investment strategist in Vanguard Investment Strategy Group, where he leads a global team that's responsible for conducting research and providing thought leadership on indexing and exchange - traded fun
investment strategist in Vanguard
Investment Strategy Group, where he leads a global team that's responsible for conducting research and providing thought leadership on indexing and exchange - traded fun
Investment Strategy Group, where he leads a
global team that's responsible
for conducting research and providing thought leadership on indexing and exchange - traded funds (ETFs).
As our survey reports, on all fronts investors are reassessing their short - term fixed income
investment portfolios, looking
for the
strategies and solutions that can best help them navigate the changing
global market and regulatory environments.
I'm a huge fan of James Montier's work on the rationale
for a quantitative
investment strategy and
global Graham net net investing.
He is responsible
for developing and implementing customized
investment approaches
for clients, including strategic and tactical
global balanced funds as well as equitization and overlay
strategies.
Prior to joining S&P Dow Jones Indices, Maria was a portfolio manager and trader of insurance and private pension fund mandates with HSBC
Global Asset Management Mexico, developing ad - hoc
investment strategies for their portfolios that focused on capital preservation and portfolio immunization within
investment philosophy.
Offering a diversified portfolio of income opportunities Diverse income opportunities: The fund provides exposure to bonds in all sectors of the expanding
global fixed - income market and across the complete credit spectrum.Multiple
strategies: Putnam's bond specialists employ 70 - 80 active
investment strategies to pursue a diverse range of opportunities
for performance.Active risk management: In today's complex bond market, the fund's experienced managers actively manage risk with the goal of superior risk - adjusted performance over time.
Fidelity Strategic Funds are multi-asset-class
strategies that seek to address key income needs — bond income from
global sources, non-bond income, and real return — by investing in a diversified mix of fixed income and / or equity
investments chosen
for their historical combined performance.
San Mateo, CA, September 6, 2011 — Franklin Templeton
Investments today announced the launch of Franklin Templeton
Global Allocation Fund
for U.S. investors, combining the expertise of various Franklin Templeton
investment management teams with the multi-asset management expertise of the Franklin Templeton Multi-Asset
Strategies («FTMAS») group.
For ETFs, it emphasizes higher - fee ETFs in niche
investment areas, such as
Global X S&P 500 Catholic Values (symbol CATH) and WisdomTree Managed Futures
Strategy (WDTI).