Prior to the outbreak of the Israeli-Palestinian conflict, markets appeared to have already embraced a “higher for longer” scenario. How could this armed conflict impact financial markets?
Who are the most vulnerable economies and how can investors adapt their asset allocations to cope with these risks? We answer all these questions in the following article.
Click here to read the full article.
Japanese equities have taken investors by surprise with their strong performance, up 27.1% in H1 2023. Discover our Japan equities Leaderboard. Thanks to BSD Investing proprietary methodology, all funds either index or non-index can, now, be ranked together taking into account all their specificities (costs, performance, impact of stock selection either when creating the index or managing the portfolio on performance…). We have put in place two types of rankings based on BSD Investing unique proprietary database aiming at giving a fair view between active and passive fund performances: “Discover BSD investing leaderboards”.
Japanese equities have taken investors by surprise with their strong performance, up 27.1% in H1 2023. With its loose monetary policy, the BOJ has been an outlier among major central banks like the Fed, ECB and BOE which have all been hiking interest rates. A combination of higher equity risk premiums, a weaker yen supportive of the Japanese export market, corporate reforms and attractive valuations have been important catalysts for equities.
How could investors benefit from Japanese loose monetary policy and avoid currency depreciation and the same time?
The answer by Aneeka Gupta — Director, Macroeconomic Research at WisdomTree :
“Markets embrace longer theme”.
BSD Investing & L’Allocataire model portfolio update
Combining active & passive funds to build optimal portfolios
Click here to discover the performances of our dynamic portfolio allocation. Our mixed approach between active and passive management on this profile has generated an outperformance of 7% compared to the MSCI ACWI index (world equities) over 1 year (until 30/09/2023), and is up 14.0% year to date (against 10.9% for world equities). It is a factual proof that the combination of active and passive strategies is an under-exploited performance driver.
Which European equity income funds rank top in BSD Investing Best Fund Leaderboards ?
Convinced of the need for new comprehensive selection methodologies that do not segregate passive and active management, BSD Investing and L’ALLOCATAIRE have decided to publish their fund rankings on a quarterly basis, the fruit of several years’ research and interdisciplinary collaboration. It is with particular emotion that we share with you our Leaderboard of the best funds in European Equity Income universe. Discover BSD Investing Best active funds leaderboard on European equity income funds.
Podcast: Quality or Growth, which factor is the winner of interest rate hikes?
Newsletter: The Thematic Compass – Q3 2023 Thematic funds quarterly update for institutional investors
What does the shift in flows and performance of thematic investing strategies tell us about market expectations?
What are the actual stock market concentration levels and what lessons might investors in today’s largest firms learn from history? by MSCI
How to avoid crowded stocks within a thematic strategy? By WisdomTree
How to choose the right Thematic Strategy after the latest remarkable tech rally?
In this newsletter, we delve into addressing these questions, offering comprehensive insights into the structure of thematic investing stock market , with a clear distinction between index and non-index funds
Click here to read the full article.
This website and all of its contents (analysis and research) is published by, and remains the copyright
of, BSD Finances or its licensors. The information contained within is for educational and informational
purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell
funds nor should it be viewed as a communication intended to persuade or incite you to buy or sell
funds. Any commentary provided is the opinion of the author and should not be considered a personalised
recommendation. The information contained within should not be a person’s sole basis for making an
investment decision. Please contact your financial professional before making an investment decision.
Should you undertake any such activity based on information contained on this website, you do so
entirely at your own risk and BSD Finances shall have no liability whatsoever for any loss, damage,
costs or expenses incurred or suffered by you as a result.
Care is taken to ensure that the information provided by BSD Finances is correct but it neither
warrants, represents nor guarantees the contents of the information, nor does it accept any
responsibility for errors, inaccuracies, omissions or any inconsistencies herein.
BSD Finances is a limited liability company registered in France with registered number 852 716 547
00017. Our registered office is at 8 rue de Moscou 75008 Paris. BSD Investing is part of BSD Finances.