Implementing High-Conviction Equity Portfolios
Last year, we wrote the white paper “Conviction in Equity Investing,” lauding the benefits of high-conviction investing for actively-managed equity mandates. This blog entry follows up with suggestions for institutional investors utilizing this approach to design their equity portfolios.
Weekly Update - 25 January 2016 (APAC)
The weekly update includes a listing of the new pieces of intellectual capital released the prior week, upcoming events, commentary on market experience over the prior week, and a discussion of economic releases during the upcoming week.