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Navigating the information trail

The information trail remains daunting for asset managers. Company reports and
announcements are one option, providing insights into more than 100,000 firms globally. Then there are tens of thousands of funds and ETFs to track, macroeconomic
indicators to parse and political risks to monitor. Here are some ways to navigate it all

More than 90% of the world’s data has been created in the past two years.
Stay up to date with company earnings calendars. Big Data programmes such as Google Ngram can help you parse thousands of reports for key words and trends.
It’s not just the bond specialists that need to know macro. Indicators such as yield curves, the housing market, wages, inflation and oil can’t be ignored, as they can affect a company or fund’s performance.
Nothing is a substitute for robust independent analysis. Asset managers should interview key management figures, track fund managers’ performance and try to keep ahead of market trends.
Combining company information, macro indicators and independent analysis, does the investment make sense? And how does it fit into a broader portfolio?

The Chapters

Why high conviction need not mean high risk

With index huggers coming under greater scrutiny, investors are proving more willing to pay up for alpha. But should they expect to take on more risk as result? Fund managers and investors debate the merits of a high conviction approach in the current environment

Recession or dip? How to prepare portfolios with conviction

With the Fed pausing on its rate hike path and recession indicators proving unreliable, trusted data sources are giving mixed messages. Investors and fund managers discuss how a high conviction approach can help portfolios find a way through the noise

The dos & don’ts of gearing up for a recession

Whether you’re convinced that a recession is imminent or you’re more sanguine about the economy, it pays to be be prepared for a downturn, particularly since no one can have perfect foresight. Here are the dos and don’ts of gearing up for a potential recession

Know your facts! Why a little research goes a long way

Gaining access to the right data has become an important part of fulfilling your fiduciary duty. How can fund managers reach clear conclusions and avoid the pitfalls of the echo chamber?