The trading environment within Asia’s fixed-income space in 2021 has been challenging – sustainable Asian bonds included. However, Manulife IM believes there are good reasons to be excited about the year ahead.
All 2-sigma equity bubbles in developed countries have broken back to trend. But before they did, a handful went on to become superbubbles of 3-sigma or greater: in the U.S. in 1929 and 2000 and in…
In this review, the authors evaluate the active management by Norges Bank Investment Management (NBIM) of the Norwegian Government Pension Fund Global (NGPF) for Norway's Ministry of Finance.
The authors show that monthly rebalanced, equal-weighted, long-only winner portfolios, drawn from the top 200 stocks in India, built using systematic rules that underpin popular factors of momentum,…
