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The Unigestion Equities team showcases the latest progress they have made in leveraging AI to improve risk and alpha forecasts, and details how they have embedded these innovations into portfolio construction techniques.
- Equities
- Papers
The covid crisis prompted a period of close-to-zero interest rates around the world, and an injection of significant monetary and fiscal stimulus. This extensive support, however, proved a doubled-edged sword as while such support was essential, it combined with trade frictions to bring about a sharp surge in inflation. This was initially expected to be transitory but policy makers soon realised that severe action would be required to prevent an inflation/price spiral. Central banks around the world then began a co-ordinated hiking cycle.
- Equities
- Papers
Income investing has long been of interest to equity investors seeking capital growth and attractive yields. Ageing populations and historically low interest rates have increased demand for such investments further. But income investing is not without its complexities. How can artificial intelligence help asset managers overcome these potential pitfalls and deliver consistent outperformance for clients?
- Equities
- Events
Is there a chance that investors can look to AI to help make the right calls? What styles can be used to harvest alpha cyclicality and how can AI select the right metrics to define risk-premias? Our Equities portfolio managers, Amélie Séguin and Nicolas Poignant, answered these and many more questions on what machine learning is telling us about the trends for 2024 in our latest webinar, ‘AI equities alpha – illusion or reality? An outlook for 2024’
- Equities
- Papers
After a horrendous 2022, where equities and bonds were hammered and the only safe haven appeared to be oil producers and commodities, 2023 has seen a revival of optimism in developed equity markets, while emerging markets have continued to suffer from the sluggish environment in China.
- Equities
- Papers
With rates at their highest for the past two decades, and fixed income allocation at the lowest due to the bloodbath for duration in 2022, many pension plans intend to reduce their equity allocation to collect the highest coupons they’ve seen for a long time.
In this paper, we argue that all equities should not be treated equally in that reallocation move – while rebuilding a material fixed income exposure makes sense, some equity strategies should not be used to fund this reallocation, namely low volatility equities.
- Equities
- Awards
Unigestion has won a hat-trick of awards at the Morningstar Asset Manager Sustainable Investing Awards 2023. In award ceremonies taking place in late March 2023, the investment research company named Unigestion as the ‘Best Asset Manager – Sustainable Investing’ in France, Germany and Switzerland.
- Equities
- Papers
In a much wider background of life and excellence, the ancient Greek philosopher passes his wisdom to his disciples revealing the essence of quality in the dimensions of time, attitude and legitimacy.
- Equities
- Papers
Inflation has made a marked comeback this year with Russia’s invasion of Ukraine early in 2022, combined with the worldwide easing of restrictions related to the Covid-19 pandemic, pushing commodity and energy prices much higher. These inflationary forces are having knock-on effects throughout the economy, dampening growth expectations.
- Equities
- Awards
Unigestion, the independent, specialist asset manager has won the ‘Best Equity Fund House’ at the 2019 Morningstar Awards in Germany, Switzerland, France, Spain, Netherlands, Luxembourg and Belgium.
- Equities
- Awards
Unigestion has been awarded Best Fund Group for 2019 for managing Swiss Equities. The award is based on Citywire Group Ratings, which recognise the expertise of asset management groups as a whole in managing money in specific investment sectors over seven years.