Asset Allocation

Martine Vissers and Niels Bodenheim
Asset Managers
October 12, 2021

Is illiquidity in private markets still an issue?

The question is whether the illiquidity of private markets is still an issue if the market becomes…
Read more
Coal-fired power station
Asset Allocation
October 8, 2021

Roadmap to CO2 neutrality: exclude or engage?

With the upcoming COP26 Climate Change Conference in Glasgow, the pressure on pension funds to green…
Read more
Asset Managers
October 8, 2021

Chahine: European equities & value most attractive now

Chahine Capital’s macroeconomic analysis shows that European equities and value are now the most…
Read more
Karim Leguel, JP Morgan
Asset Allocation
October 6, 2021

Hedge funds offer escape route from low-yield markets

The search for yield is causing a rotation among institutional investors from classical investments…
Read more
Rolando Grand, LFDE
Asset Allocation
October 4, 2021

LFDE: Space is the next big thing

Rolando Grandi, a fund manager with La Financière de l’Echiquier has highlighted the huge…
Read more
Smokestacks & windmill
Asset Allocation
September 30, 2021

ESG ETFs focus on market cap, not climate score

Research by French think-tank Edhec shows that ETFs that are so-called “Paris aligned” take the…
Read more
Philippe Gijsels, BNP Paribas Fortis
Asset Allocation
September 29, 2021

A value-growth barbell strategy

The 10-year and 30-year US yields are pushing towards the top of their trend channels. These…
Read more
Thomas van der Meij, VLK
Asset Allocation
September 29, 2021

Listed infrastructure as inflation hedge

With listed infrastructure companies passing inflation directly on to their customers, investors can…
Read more
Keith Ney, Carmignac
Asset Allocation
September 17, 2021

Carmignac: growth companies still making a difference

Keith Ney of Carmignac has said stock markets are still in a favourable climate. China remains an…
Read more
Monique Donders, BlackRock
Asset Allocation
September 15, 2021

BlackRock: we embraced sustainability late

“It is no secret that we at BlackRock have embraced sustainability rather late. The turnaround came…
Read more
James Beaumont, Natixis IM
Asset Allocation
September 13, 2021

Two major concerns of multi-asset investors

Every day, Natixis IM’s head of multi asset James Beaumont and his team wonder how much higher the…
Read more
Yoann Ignatiew, R-Co Valor
Asset Allocation
September 13, 2021

R-Co Valor invests strongly in industry, technology and healthcare

Industrial, technology and healthcare stocks now offer a good mix between yield and defensive…
Read more
Jeroen Blokland, True Insights
Asset Allocation
September 10, 2021

How supply chain disruption threatens the stock rally

Contrary to what many central bankers and economists expect, “supply chain disruptions” are still…
Read more
Michel Aubenas, BlackRock
Asset Allocation
September 8, 2021

BlackRock first with broad EMD impact fund

An active fund that mainly invests in green and social bonds from emerging markets was not available…
Read more