Absolute Return
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June, 2012
Absolute return investing for local authorities
Matthew Craig, LAPF Investments. The case for an absolute return investing could be said to rest on the quote: “You cannot eat a relative return.” In other words, if a pension fund invests in a fund which is managed relative to a benchmark, then if the benchmark falls by 10%, it is highly likely that the fund will also fall in value. An asset ...
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June, 2012
Absolute return: a smoother path to long-term growth
Jo Fidling, Director, Local Authorities, Insight Investment. There are few investors who don’t mind losing money. Many, given the choice would give strong consideration to an investment that offers an above average level of protection when markets fall, as well as providing participation in some of the upside when markets rise. The ...
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June, 2012
Fortify your bond portfolio
Mark Johnson, Head of Strategic Client Group, BlackRock. In the current market environment bond investors face a particularly chilling headwind. Nominal and real interest rates are low or even negative in many countries, while government bonds, traditionally regarded as the ultimate “safe” investment, are now subject to credit concerns. So ...
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