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Francis Muyshondt
Asset Managers
October 15, 2021
Pimco thinks outside the box to generate additional bond yield
Pimco is not too worried about the economic slowdown and rising inflation, as these are largely…
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Asset Managers
August 10, 2021
Lazard AM: create your own asset classes today
Jai Jacob, managing director and fund manager in Lazard Asset Management’s multi-asset investment…
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Asset Allocation
July 27, 2021
Invesco: Sovereign wealth funds increase their equity allocation
The ninth annual Global Sovereign Asset Managers Survey, conducted by asset manager Invesco, shows…
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Investing
July 15, 2021
Capital Group: market operators are now fintechs
There are a lot of opportunities in finance (particularly in Asia), but you have to leave the beaten…
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Asset Managers
June 30, 2021
Capital Group: inflation threatens to be higher than expected
Capital Group economist Robert Lind is a bit short on calling the current inflation surge temporary…
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Asset Managers
June 21, 2021
OneLife Investment Forum: equity funds win over bonds
At the 14th Investment Forum of Luxembourg-based life insurance specialist OneLife, global equity…
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Asset Managers
June 15, 2021
Oddo BHF: we avoid hyper-growth stocks
“Focus on quality. Anticipate four structural trends that will dominate our lives in the years to…
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Asset Managers
June 7, 2021
JP Morgan AM: an equity portfolio must be globally diversified
JP Morgan Asset Management looks at a globally diversified portfolio from different angles in order…
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Asset Managers
May 18, 2021
Ethenea: avoid deep value and overvalued growth stocks
“Avoid the extremes of the market: deep value stocks and expensive growth stocks. It is in the…
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Asset Managers
May 10, 2021
Capital Group: China adopts dual-track strategy
Investors today should keep China in mind, according to US asset manager Capital Group. CEO Robert…
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Asset Managers
March 31, 2021
Nordea AM: Investor worries about rate rises are overstated
There’s no reason to worry about the recent rise in interest rates and the threat of inflation. The…
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Asset Managers
March 5, 2021
Lazard AM: Nordic bonds still offer positive return potential
Positive returns on investment-grade bonds have been hard to come by in the West. The Nordic market…
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Asset Managers
February 28, 2021
‘EMD to profit from economic recovery’
Emerging market debt is perfectly placed to benefit from the economic recovery that will follow the…
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Asset Managers
January 11, 2021
M&G multi-asset fund makes big bet on value rotation
Juan Nevado, manager of the M&G (Lux) Dynamic Allocation Fund, is convinced time has come for a…
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