Welcome to the final edition of Research Perspectives for 2017! Phil Edwards, our Global Director of Strategic Research, has contributed two articles to this edition. The first is an article on gold, which is a subject that has been attracting more attention from investors in recent times. The second article from Phil questions the defensiveness of bonds in a low-yield environment and considers alternative ways to protect portfolios against a wide range of outcomes.
We have seen significant growth in the popularity of multi-asset credit strategies, and Noel Collins from our bond boutique provides an update on this interesting space. Next, Sarika Goel explores how passive asset managers can still be active owners of stocks. Finally, this issue of Research Perspectives closes with an article by Daniel Natale that covers another topical subject, namely exchange-traded funds (ETFs), with a focus on high-yield ETFs.
Topics covered include:
- Between the Gold Bugs and Gold Bears
- What Are Multi-Asset Credit Strategies?
- Will Bonds Bail You Out Next Time?
- Passive Managers, Active Ownership
- ETFs — No Panacea for High Yield Replication