News > Wealth Management, Asset Management

Why Should Investors Consider Alternatives?
Explaining the basics of alternative strategies Alternative investments (alts) were first embraced by institutions, and some people still view them as a complex solution for complex needs. However, a growing number of alternative strategies are now available via mutual funds. This allows alts to be used by everyday investors to help meet three of their most common investment objectives: building
How to Avoid a Fund Blow Up
#GapYear1992 Its 2.4 miles from Hampstead Village to Golder’s Green in London. A 12 minute drive thru narrow, winding roads during non-peak hours. We did it in 6! At 2am in the morning. To the ear splitting music of “Under the Bridge” by the Red Hot Chili Peppers I had just finished my shift. Read more at Advisor Perspectives. Photo:
Passive Investing May Not Work for Fixed Income. But What Does?
In the fixed income market, I think passive investing actually poses a tremendous risk. There has been a shift from active to passive investing across asset markets. So over the last year we've seen over $70 billion move into passive strategies that track the Bloomberg Barclays U.S. Aggregate Index. I think it's important for investors to understand what that index
Why Active Management Failed…and Didn’t
Passive equity strategies have seen massive inflows over the last decade, in part owing to active management’s struggles. But a closer look at the story within the story suggests that leaving active out of the equation could be leaving money on the table. First, a little history on how we got here. In the early 1980s, the baby boomer generation
Asset Allocation Views: Singles and Doubles
With market volatility on the rise, consider a broad set of relative value opportunities across global markets. Markets entered 2018 with the wind at their back: double-digit equity returns, strong momentum, and expectations that the synchronized global growth and corporate earnings recovery we saw in 2017 should continue into 2018. However, recent volatility suggests some storm clouds could be gathering.
Passive Investing Hurts Emerging-Market Debt Investors
Think emerging-market debt (EMD) might as well be managed passively? Think again. Over the last 14 years, 69% of EMD active managers beat the J.P. Morgan EMBI Global over three-year rolling periods. Even in 2008, almost 40% of active managers beat their EMD benchmark. Read more at Advisor Perspectives. Photo: Allan Ajifo
China A-Shares: Is Your Emerging-Market Manager Ready?
As the Chinese New Year approaches, investors will welcome the year of China A-shares, soon to be included in the MSCI emerging-market (EM) benchmarks. But put careful consideration into determining which funds are actually ready to join the festivities. Index provider MSCI plans a gradual integration for the vast onshore market, whose $8.3 trillion market capitalization is second only to
Multi-Alternative Funds: Alts for One and One for Alts
How multi-alternative funds may eliminate choice overload for investors In my most recent blog, I described how choosing the appropriate alternative strategy (Real estate? Market neutral? Senior loans?) could become the biggest challenge for new investors in alternatives. This is one of the most common questions I receive here at Invesco, along with how to identify the best fund managers
Spotlight on Active Management: Finding Superior Active Managers
Superior managers do exist. We know how they behave and what they look like. Research in behavioral finance over the last two decades suggests that superior managers do exist. We see how superior managers behave, we know what they look like, and we believe we know how to find them. In 2002, University of Maryland professor Russ Wermers found that
The women to follow all year-round on financial Twitter
We've compiled a list of women to follow on financial Twitter all year round. From economists to traders, here are the women NexChange has selected. Who would you add to the list? Download the app here to comment. Big thinkers/economists: Stephanie Kelton @StephanieKelton Professor, political/economic commentary – advisor to Senator Bernie Sanders Christine LaGarde @Lagarde Managing Director of the International Monetary Fund