Tag Archives: Giordano Lombardo

The Evolving Role of Asset Managers

(Part two of two) In my previous blog, The Era of Investment Solutions, we envisaged an evolution of the role of active managers from product to solution providers. Here, I will continue with that idea. If we look at flow data in the period … Continue reading

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The Era of Investment Solutions

  (Part one of two) Investors are increasingly of a view that the future will be tough and they will face a long period of unprecedented challenges. This evolving environment will likely have profound consequences not only for how investors make … Continue reading

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A Fork in the Road for Europe: Investing Post-Brexit

“Every new beginning comes from some other beginning’s end” Seneca A few days after the Brexit vote, which caught most people by surprise, us included, we believe that there are two questions which really matter for investors: 1) Will policymakers … Continue reading

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Get Used to Volatility

What are the reasons that are driving the equity market correction in early 2016? The ongoing market correction is, in my view, a combination of different factors; macroeconomic and technical. As already happened last summer, financial markets have become more … Continue reading

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Summer Turmoil: No Reason to Panic, But Keep A Defensive Stance

What’s Happening In Global Financial Markets? The recent weakness of Chinese equity markets is spreading into risk assets around the world. Developed Markets, initially resilient to Renmbimbi devaluation, are now pricing in the deflationary effects of China’s slowdown on Emerging … Continue reading

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