Lorem Asset Management
The Factor Lens: Understanding the drivers of asset returns
- How factor-based approaches are changing our industry in ways investors cannot ignore
- What factors are observable across asset classes and how do we implement them in smart beta products?
- Why now? Valuations, volatility and the need for diversification
- Multi-asset portfolios, enhanced factor investing and the future of factors
George Eustice
Head of Capital Markets
Lorem Asset Management
Factor & Smart Beta Lead Partner
The Factor Lens: Understanding the drivers of asset returns
- How factor-based approaches are changing our industry in ways investors cannot ignore
- What factors are observable across asset classes and how do we implement them in smart beta products?
- Why now? Valuations, volatility and the need for diversification
- Multi-asset portfolios, enhanced factor investing and the future of factors
Factor & Smart Beta Lead Partner
Enhanced income with investment-grade credit
A rules-based re-tilting approach
- Tilting towards higher yielding countries and currencies
- Amplifying income by systematically overweighting certain sectors
- Controlling idiosyncratic exposure through risk-stratifying and increased diversification
George Eustice
Head of Capital Markets
Lorem Asset Management
Income & Yield Lead Partner
Enhanced income with investment-grade credit
A rules-based re-tilting approach
- Tilting towards higher yielding countries and currencies
- Amplifying income by systematically overweighting certain sectors
- Controlling idiosyncratic exposure through risk-stratifying and increased diversification
Income & Yield Lead Partner
Investment Strategy 2021
Macroeconomic and market outlook for the year ahead
- Growth and inflation expectations
- Bond yields, curves and financial conditions
- The profit and valuation cycle
- Factor and sector outlook
Rishi Sunak
Head of Sovereign Debt
Ipsum Investment Advisory
Alistair Jack
Head of Investments
Lorem Asset Management
Natalie Evans
VP, Portfolio Management
Ipsum Lorem Capital
Ben Wallace
Director & Portfolio Strategist
LI Investments
Asset Allocation Lead Partner
Investment Strategy 2021
Macroeconomic and market outlook for the year ahead
- Growth and inflation expectations
- Bond yields, curves and financial conditions
- The profit and valuation cycle
- Factor and sector outlook
Asset Allocation Lead Partner
Are you ready for (more) China A-shares?
Ongoing index inclusion and its implications for investors
- A review of the market classification decision
- How should investors position for incremental A-share inclusion?
- Possible impact on the investment landscape
- Ramifications for emerging market investors
Alistair Jack
Head of Investments
Lorem Asset Management
Emerging Markets Lead Partner
Are you ready for (more) China A-shares?
Ongoing index inclusion and its implications for investors
- A review of the market classification decision
- How should investors position for incremental A-share inclusion?
- Possible impact on the investment landscape
- Ramifications for emerging market investors
Emerging Markets Lead Partner
Momentum-based tactical allocation
A rules-based strategy to navigate asset classes
- Fine-tuning the equity/bonds/commodities allocation
- The efficacy of risk indicators and market-timing signals
- Smoothing returns through systematic rebalances
Alistair Jack
Head of Investments
Lorem Asset Management
George Eustice
Head of Capital Markets
Lorem Asset Management
Asset Allocation Lead Partner
Momentum-based tactical allocation
A rules-based strategy to navigate asset classes
- Fine-tuning the equity/bonds/commodities allocation
- The efficacy of risk indicators and market-timing signals
- Smoothing returns through systematic rebalances
Asset Allocation Lead Partner