Risk & Reward - 3rd issue 2020
Research and investment strategies
In this edition of Risk & Reward we discuss the risks and consequences of missing out on the most profitable stocks and how this can be avoided. We debunk some common myths about ESG investing, a topic that is more relevant than ever in the light of the pandemic and the focus on social justice issues in the US and elsewhere. We discuss real estate investing from a behavioral finance perspective. And we show how quantitative analyses can inform increasingly popular thematic investing strategies. Lastly, we are excited to share with you the body of work presented at this year’s Cambridge Consortium on Asset Management addressing recent research on fixed income, alternatives and responsible investing.
Marty Flanagan, President and CEO of Invesco Ltd.We hope you are keeping well in these tumultuous times. While none of the articles in this edition of Risk & Reward relates specifically to COVID-19, the economic and financial implications of the pandemic are clearly having a tremendous impact on the global financial markets. In this environment, it’s more important than ever to take the long view.
Sins of omission: managing omission risk in discretionary strategies
Responsible investing: common myths debunked
The psychological challenges of investing in real assets
Thematic innovation investing with textual data analysis
Consortium on Asset Management in Cambridge
Previous edition of Risk & Reward
Investment risks
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The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.
Important information
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Data as at 30.06.2020, unless otherwise stated. This document is marketing material and is not intended as a recommendation to invest in any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication. The information provided is for illustrative purposes only, it should not be relied upon as recommendations to buy or sell securities.
Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals, they are subject to change without notice and are not to be construed as investment advice.
