Asset Allocation

High yield street
Asset Allocation
April 29, 2022

Top 5 High Yield bond funds: UBS in the lead

As expected, 2022 looks set to be a turbulent year for fixed income assets. High-yield bonds shared…
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Asset Allocation
April 28, 2022

Investing in Nasdaq without Big Tech

The Nasdaq now trades more than 20 percent below last November’s high. With Big Tech remaining under…
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Jens Peers, CEO and CIO at Mirova.
Asset Allocation
April 27, 2022

Fear of underperforming still dominates in Europe

The fact that most active investors do not succeed in beating the market does not mean that the…
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CSSF's head office at Rue d'Arlon in Luxembourg. Photo: Raymond Frenken.
Asset Managers
April 26, 2022

Luxembourg AIF assets top 1000 billion euro for first time

Although growth in Luxembourg’s alternative investment funds market slowed in 2020, it remained…
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Photo via Unsplash.
Asset Allocation
April 22, 2022

Macro, multi-strategy hedge funds best performers in Q1

Hedge funds with a macro or multi-strategy focus were among the best performing funds in the first…
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Asset Allocation
April 19, 2022

High-yield corporates at a virtual standstill

Rising interest rates and continuing tension surrounding the Ukraine conflict have brought the…
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Severstal is a Russian company mainly operating in the steel and mining industry, listed on the Moscow Exchange.
Asset Allocation
April 15, 2022

Top 5 emerging markets shares: Nordea 1 in the lead

For emerging countries, the first quarter of 2022 was dominated by the war in Ukraine unleashed by…
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Asset Allocation
April 13, 2022

Gold market unimpressed with rising rates

Gold gained ground in March. The war in Ukraine has put the precious metal back in the spotlight for…
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Lighthouse at Le Tréport, France. Photo via Unsplash.
Asset Allocation
April 7, 2022

The next waypoint for investors: corporate earnings 

When it comes to the prospect of a recession, and a possible prolonged period of stagflation, the…
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Asset Allocation
April 4, 2022

Equities drag neutral portfolio through tough quarter

The first quarter of 2022 was one of the toughest in decades for investors with a neutrally balanced…
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Asset Allocation
March 25, 2022

Top 5: Japanese value stocks hitting back

Japanese shares were hot in the 1980s, but the bubble has deflated mercilessly in the decades that…
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Growth. Photo: Unsplash.
Asset Allocation
March 18, 2022

Will recession set growth stocks alight again?

The performance gap between value and growth is still significant since the beginning of the year…
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Moscow. Photo via Unsplash.
Asset Allocation
March 15, 2022

Fitch sees 'limited contagion risk' from bond funds

European emerging-market bond funds pose limited contagion risk to the broader financial system in…
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Asset Allocation
March 14, 2022

'Good moment to move into green bonds'

It is a good moment for investors to green their bond portfolios. The asset class is considered…
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