Industry Voice: Idiosyncratic returns - consistent alpha across different style cycles

clock • 1 min read
Industry Voice: Idiosyncratic returns - consistent alpha across different style cycles

An investment ethos that builds neutral style portfolios, designed to deliver across different market cycles. Royal London Asset Management's Head of Equities, Peter Rutter explains how the Global Equity team adopt this approach. 

 

 

 

Past performance is not a reliable indicator of future results. The value of investments and the income from them is not guaranteed and may go down as well as up and investors may not get back the amount originally invested. The views expressed are the author's own and do not constitute investment advice.

More on Investment

Special situations: How to spot a good management team

Special situations: How to spot a good management team

'We prefer management teams that are considered rather than overly promotional'

Henry Flockhart and Andy Gray
clock 10 December 2024 • 5 min read
Partner Insight: Is FOMO overruling investment basics?

Partner Insight: Is FOMO overruling investment basics?

In 2020 we introduced our bubbles chart showing how concentrated investors were in a particular theme. Four years on we look at what, if anything, has changed, and what it means for investors going forward.

Orbis Investments
clock 09 December 2024 • 3 min read
Can Japan's small and mid-cap companies stage a comeback?

Can Japan's small and mid-cap companies stage a comeback?

Japan looks ripe for a change in market leadership

Darius McDermott
clock 06 December 2024 • 5 min read

In-depth

Sustainable financial planning and SDR: 'It is no longer optional'

Sustainable financial planning and SDR: 'It is no longer optional'

‘If advisers aren’t taking this seriously, they are in breach of the FCA rules’

Isabel Baxter
clock 28 November 2024 • 6 min read
Analysis: Advice M&A continues apace as FCA review looms

Analysis: Advice M&A continues apace as FCA review looms

Firms taking very different approaches to buying and selling

Isabel Baxter
clock 18 November 2024 • 7 min read
Your Autumn Budget briefing: Tax and pensions changes Labour could have in store

Your Autumn Budget briefing: Tax and pensions changes Labour could have in store

Budget comes as prime minister says country 'embrace the harsh light of fiscal reality'

Jen Frost
clock 29 October 2024 • 22 min read