Tjibbe Hoekstra

Asset Managers
March 26, 2021

‘Asia: growth shifts from big tech to niche players'

Growth in the Asian stock market no longer comes from big tech companies. The best growth…
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Asset Managers
March 16, 2021

New Amundi fund targets tomorrow's ESG leaders

The Amundi European Equities ESG Improvers Fund differs from other ESG funds in the sense that it…
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Asset Managers
March 9, 2021

Pet fund benefits from ‘intersection of megatrends’

Pets are not just fun to have around, they are also an excellent investment. ‘The pet economy is…
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February 24, 2021

‘ESG exclusion policy difficult to implement at fund level’

More than a year after NN IP saw half of its emerging market debt (EMD) team leave due to a conflict…
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Asset Allocation
February 9, 2021

‘Post-Brexit M&A could boost UK equities’

The UK equity market has been underperforming ever since the Brexit year of 2016. Now that Brexit is…
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Asset Managers
February 3, 2021

Alger Small Cap Focus: the secret behind its success

Amy Zhang has been one of America’s best-performing fund managers for quite some years now. What’s…
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Asset Allocation
January 19, 2021

‘Blue Wave yield spike has run its course’

In the aftermath of the surprise Democrat win in the Georgia Senate run-offs earlier this month, 10…
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Asset Allocation
January 15, 2021

'Low rates power EM project finance'

The low-yield environment in the developed world has also lowered Western investors’ return…
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Asset Managers
January 4, 2021

‘A high dividend alone is worth nothing’

The dividend yield is often the first thing a manager of a dividend fund looks at when analysing a…
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December 30, 2020

ESG rebranding – the fund trend of 2020

Labeling existing investment funds as ‘sustainable’ or ‘ESG’ rather than launching a new fund is…
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Asset Allocation
December 15, 2020

‘FAMAGs can navigate change in macro environment’

The impending economic recovery may well mean the big tech stocks will cede their market leadership…
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Asset Allocation
December 8, 2020

US high yield: opportunities in reopening trades and rising stars

The US Bloomberg Barclays High Yield Index has already risen by more than 30% since its low in March…
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Asset Allocation
December 2, 2020

‘Only core office space still has a future’

Many people will continue to work partly from home until after the pandemic is over. This reduces…
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Asset Allocation
November 18, 2020

‘Biden victory confirms dollar bear market’

The dollar will depreciate by another 10-15% over the next 3 to 5 years as the election of Joe Biden…
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