Tag: Asset Class

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Small Wonder: The Case for Global Small Cap

Introduction Higher interest rates and the spectre of recession mean...

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Global House View

Figure 1: All investments contain risk and may lose value....

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Heading to the Mainstream for Alternatives

Key takeaways:   • Investors are looking for new tools...

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International Equities Present Mispriced Value

International equities offer historically cheap valuations relative to their own...

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A Historic Opportunity for European Real Estate Debt

In their latest roundtable, PERE speaks with Christian Janssen, Head...

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Living in a Nominal World

As Madonna almost said, we live in a nominal word....

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Why this is the Perfect Environment for Stockpickers

Are high correlations the enemy of active investors? Or our...

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Why Investors Should Focus on Unconstrained EM Strategies

This year has seen heightened levels of dispersion within emerging...

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Introducing the AXA IM Investment Institute

It is a great privilege and honour to be appointed...

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EMD Resilience to be Put to the Test—Again

The Franklin Templeton Fixed Income team provide an update on...

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