ETF Investors Prepare for Higher Inflation

Jon Jonsson, co-manager of the Neuberger Berman Global Bond Absolute Return fund, believes headline CPI in the US should approach 2.5% by the end of the year. In Morningstar, he explains how this makes Treasury Inflation Protected Securities (TIPS) an attractive investment. Link

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Opinion: Avoid chasing earnings momentum in recovering Japan

Joel Le Saux, manager of the OYSTER Japan Opportunities fund at SYZ Asset Management, explores in International Investment the recovery of the Japanese market and why higher than expected earnings could be achieved after this corrective period. Nevertheless, with structurally low return on equity and valuation gaps in the market, Joel advises investors against timing […]

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Five investment trends to watch in February

Adrien Pichoud, chief economist at SYZ Asset Management, highlights the five trends confronting investors this February. In Funds Europe, he looks at the comeback of gold, the resurgence of the rand and the crash of cryptocurrencies, amongst others. Link

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SYZ Asset Management: Can Europe maintain its stellar 2017?

As the European economy recorded its highest growth rate in ten years in 2017, Hartwig Kos, manager of the OYSTER Diversified GBP fund at SYZ Asset Management, notes this is due to fading headwinds and accommodative monetary policy. In Portfolio Adviser, he nevertheless warns investors to be mindful of the risk for equities in an inflationary environment. […]

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Exclusive: Syz AM launches global equity premia L/S fund

SYZ Asset Management announced in Citywire Selector the launch of its OYSTER Equity Premia Global fund. The long/short fund will be managed by the quant team, Guido Bolliger, Benoît Vaucher and Claude Cornioley and will look to alternative sources of return in the current environment of low-rates and stretched valuations. Link

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Dutch high-frequency trader booms after market wobble

Mike Clements, head of European equities at SYZ Asset Management, comments on why Dutch market-maker Flow Traders is benefiting from the pickup in volatility, describing it as an open ended option on volatility that is now playing out. In Reuters, he notes the company, in which he holds shares, still has a good upside from […]

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Multi-asset CIO: cash in spotlight for the first time in years

Erik Knutzen, CIO of multi-asset at Neuberger Berman, discusses why cash has become a solid tactical tool for US dollar investors. In Citywire Selector, he also comments on the overall market environment and his multi-asset approach to extracting upside potential across asset classes. Link

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Top L/S PMs reveal best investment bets

Charles Kantor, head of the Kantor Group and manager of the US Long Short Equity fund at Neuberger Berman, continues to see strong prospects for bottom-up stock picking across all market capitalisations within the US. In Citywire Selector, he details his fund’s best performing positions in technology, consumer discretionaries and industrials. Link

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