Asset classes

Hedge Fund Trident Capital Management LLC Earns Top-Ten Performance Award

Retrieved on: 
Wednesday, August 7, 2019

Feuerstein, who launched his fund, the Trident Futures Fund LP ("TCM", "Trident") in January of this year, has reported five of the six months in the positive and has a year-to-date return of 16%, through June 30, 2019.

Key Points: 
  • Feuerstein, who launched his fund, the Trident Futures Fund LP ("TCM", "Trident") in January of this year, has reported five of the six months in the positive and has a year-to-date return of 16%, through June 30, 2019.
  • He also led Xenon through numerous performance awards, including IAIR award in 2011 and 2012 as a top U.S. managed Futures firm.
  • Trident Capital Management LLC ("TCM") is a fully diversified Systematic Global-Macro strategy, trading all four asset classes: stocks, bonds, commodities, and currencies.
  • TCM earns its profit on the re-pricing of those asset classes during changes in economic-cycles, as well as risk-regimes.

Eagle Asset Management Promotes Brad Erwin to Portfolio Manager on Key Strategies

Retrieved on: 
Monday, July 22, 2019

ST. PETERSBURG, Fla., July 22, 2019 /PRNewswire/ -- Eagle Asset Management , an affiliate of Carillon Tower Advisers and a global provider of equity and fixed income products, is pleased to announce that Brad Erwin, CFA, has been named portfolio manager on the team overseeing several important active equity strategies.

Key Points: 
  • ST. PETERSBURG, Fla., July 22, 2019 /PRNewswire/ -- Eagle Asset Management , an affiliate of Carillon Tower Advisers and a global provider of equity and fixed income products, is pleased to announce that Brad Erwin, CFA, has been named portfolio manager on the team overseeing several important active equity strategies.
  • He continues in his role as portfolio co-manager on the Eagle Vertical Income Portfolio, and covers the industrials and materials sectors across strategies.
  • He's been a member of this Eagle team since 2015, most recently as senior research analyst, and also previously worked at Eagle Asset Management from 2000 to 2007.
  • Together with our partner affiliates ClariVest Asset Management, Cougar Global Investments, Eagle Asset Management, Reams Asset Management (a division of Scout Investments) and Scout Investments we offer a range of investment strategies across asset classes through a number of vehicles, each with a focus on risk-adjusted returns and alpha generation.

Investment Sentiment Swings to Gold Stocks and Non-Canadian Equities

Retrieved on: 
Thursday, July 18, 2019

Horizons ETFs' previous sentiment survey indicated market confidence after early 2019 volatility, with 10 of the 14 asset classes recording an overall bullish sentiment rating.

Key Points: 
  • Horizons ETFs' previous sentiment survey indicated market confidence after early 2019 volatility, with 10 of the 14 asset classes recording an overall bullish sentiment rating.
  • "Most of the movement in U.S. equities and sentiment results are the product of big moves in technology stocks primarily the FAANGs," said Steve Hawkins, President and CEO of Horizons ETFs.
  • Overall, returns on U.S. equities, as represented by the S&P 500 Index, have been essentially neck-and-neck with Canadian equities this year.
  • With interest rates declining globally, advisors and investors are increasingly looking towards Gold equities and Bullion as a valuable investment.

GLC Asset Management Group's Mid-Year Outlook Report: Investors should take neutral stance with a tilt to favour Canadian equities

Retrieved on: 
Tuesday, July 16, 2019

In the report, GLC recommends that investors should take action to get back to neutral equity and fixed-income positions that address today's risks, while adjusting weightings within those asset classes to capture relative opportunities to enhance returns.

Key Points: 
  • In the report, GLC recommends that investors should take action to get back to neutral equity and fixed-income positions that address today's risks, while adjusting weightings within those asset classes to capture relative opportunities to enhance returns.
  • "What's causing us concern are the sharp advances in equities, commodities and bonds it is tough to justify a 'bull market' in everything.
  • We see a balanced and diversified asset mix that includes both equities and fixed income as most appropriate to navigate through our forecast horizon."
  • About GLC Asset Management Group Ltd.
    GLC Asset Management Group Ltd .

Smartlands Launched Unique Platform for Crowdfunding Investment, Becomes the First to Tokenize Property in the UK

Retrieved on: 
Tuesday, June 11, 2019

Smartlands is out to disrupt legacy financial markets with its blockchain-based Platform for crowdfunding, created to democratize the global investment space by introducing the concept of fractional ownership.

Key Points: 
  • Smartlands is out to disrupt legacy financial markets with its blockchain-based Platform for crowdfunding, created to democratize the global investment space by introducing the concept of fractional ownership.
  • Smartlands proprietary technology allows issuing digital shares - security tokens - backed by real economy assets such as real estate or agriculture.
  • Both cash and cryptocurrencies can be used to fund bids on Smartlands, making security tokens a useful tool for portfolio diversification.
  • Registered with the Financial Conduct Authority in the UK, Smartlands will offer investment opportunities in various asset classes, starting with real estate.

HNW Asset Allocation Trends 2019

Retrieved on: 
Monday, June 3, 2019

Diversification across asset classes remains the go-to approach, with too little attention given to geographical and intra-asset class diversification.

Key Points: 
  • Diversification across asset classes remains the go-to approach, with too little attention given to geographical and intra-asset class diversification.
  • Drawing on our 2018 Global Wealth Managers Survey, this report analyzes HNW asset allocation strategies in 19 key markets.
  • - HNW investors in Asia Pacific are significantly more risk averse than their global peers, with an average equity allocation of 32.8%.
  • - Understand investment trends and adjust your service proposition based on a detailed understanding of HNW investors' investment preferences.

Morningstar Launches New Global Suite of Bond Indexes

Retrieved on: 
Tuesday, May 21, 2019

CHICAGO, May 21, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today introduced a new global suite of bond indexes that represent all major fixed-income markets and asset classes.

Key Points: 
  • CHICAGO, May 21, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today introduced a new global suite of bond indexes that represent all major fixed-income markets and asset classes.
  • "Fixed income plays an essential role in helping investors achieve their financial goals," said Sanjay Arya, head of Indexes at Morningstar.
  • We have constructed a comprehensive global family of bond indexes that represent discrete asset class exposures, without any gaps or overlap."
  • In a newly published whitepaper, "A Whole New World for Bond Investing: Aligning Bond Indexes With an Evolving Market," Morningstar examines fundamental shifts in the bond market, the changing landscape for fixed-income index providers, and the growth of passive bond investing.

USCF Collaborates with Kadena on Use of Blockchain in the Investment Space

Retrieved on: 
Monday, May 13, 2019

USCF is known as an early pioneer of ETPs, bringing previously difficult to access asset classes to all investors.

Key Points: 
  • USCF is known as an early pioneer of ETPs, bringing previously difficult to access asset classes to all investors.
  • Over the next decade, USCF designed and issued fifteen more ETPs and ETFs, across commodity and equity asset classes.
  • "We see the potential to leverage blockchain in the investment space and identify new opportunities for innovation in asset management," said John Love, President and CEO of USCF.
  • "We are proud to collaborate with USCF in the investment space.

BrandywineGLOBAL - Global Income Opportunities Fund Inc. Portfolio Composition as of March 31, 2019

Retrieved on: 
Thursday, April 25, 2019

The credit quality of the investments in the Funds portfolio does not apply to the stability or safety of the Fund.

Key Points: 
  • The credit quality of the investments in the Funds portfolio does not apply to the stability or safety of the Fund.
  • BrandywineGLOBAL - Global Income Opportunities Fund Inc., a non-diversified closed-end investment management company traded on the New York Stock Exchange under the symbol BWG.
  • Fixed income securities are subject to various risks, including but not limited to, credit, inflation, income, prepayment and interest rates risks.
  • The Fund may invest in foreign currencies or currency derivatives which may increase the risk and volatility of the Fund.

Fidelity® Mutual Funds Win 21 Lipper Awards

Retrieved on: 
Friday, March 8, 2019

Fidelity Investments , one of the industrys largest and most diversified financial services firms with more than $7.1 trillion in client assets,i today announced that 16 actively-managed Fidelity mutual funds won a total of 21 U.S. Lipper Fund Awards.

Key Points: 
  • Fidelity Investments , one of the industrys largest and most diversified financial services firms with more than $7.1 trillion in client assets,i today announced that 16 actively-managed Fidelity mutual funds won a total of 21 U.S. Lipper Fund Awards.
  • The 16 Fidelity mutual funds recognized by Lipper range across a variety of asset classes and styles from equities, fixed income and asset allocation to international, high income and sector funds.
  • Fidelity Select Medical Technology and Devices Portfolio , managed by Eddie Yoon, won awards in Lippers Health/Biotechnology category for the three- and five-year periods.
  • Fidelity Select Defense and Aerospace Portfolio , managed by Jonathan Siegmann, won awards in Lippers Industrials category for the three- and five-year periods.