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Forthcoming Event

Fund Manager Briefing: Jupiter Absolute Return Fund

It is unlikely you could find two more different fund houses than Swip and Jupiter. Swip managed a significant internal book of life company balance sheet assets and was undergoing significant transition away from active equities before its takeover by Aberdeen. Jupiter, on the other hand, with its strong retail focus, has been highly committed to active fund management, with a...

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European Investors Buy Risk in May to Enhance Returns

As the liquidity on the exchanges goes down over the summer, the security markets become more vulnerable to short-term losses and therefore less predictable. In this regard, a number of investors follow the rule “Sell in May and go away.” However, this year investors in Europe were net buyers of mutual funds for May. As a result the European mutual fund industry enjoyed overall net...

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Active Managers are Struggling to Produce Returns

There is a palpable sense of frustration among market participants. Yes, equity markets are up in the West (+6% for the S&P500) but active managers are struggling to produce returns (+1.3% only for the HFR Equity Hedge Index) as events are not unfolding exactly as planned. Bonds have outperformed equities and earnings estimates continue to decline (-0.2% last month ex financials...

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Should we be returning to Bonds?

Bond yields in the US and UK are 125 basis points higher than they were less than four months ago (one of the most aggressive rises in yield on record over such a short period of time), is it time to buy bonds? Before we answer our own question, perhaps we should try and understand why bond yields are rising. Is it because of faster growth expectations that will lead to a quicker...

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About Us

Shorex is a specialist media group for the wealth management industry and the high-end luxury market. Our purpose is to provide our partners, delegates and visitors with an effective networking platform where they can forge productive relationships and come away with strong ideas... read more

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Les clients vont-ils bientôt investir en ayant ...
La sortie de l’Union européenne va-t-elle faire ...
La mission du cycle de conférences organisé à ...