Asset Allocation

Graham Matthews, Whitehelm Capital
Asset Allocation
December 28, 2021

Infrastructure has become a must

Infrastructure is becoming a must in all portfolios. It is a decorative asset. Private companies are…
Read more
Vincent Juvyns, JP Morgan
Asset Managers
December 20, 2021

JPMorgan AM: equities are a good inflation hedge

In its outlook for 2022, JP Morgan Asset Management makes no bones about the fact that equities…
Read more
Pierre Lamelin, Comgest Growth Europe fund
Asset Allocation
December 13, 2021

Comgest: value and growth are not incompatible

Pierre Lamelin, manager of the Comgest Growth Europe fund, has made finding value in growth…
Read more
Anton Brender and Florence Pisani, Candriam
Asset Allocation
December 8, 2021

Candriam expects inflation to cool slowly in 2022

The current inflation surge is similar to the one after World War II. It then took two years for…
Read more
Philippe Gijsels and Koen De Leus, BNP Paribas
Asset Allocation
December 7, 2021

Real assets still the place to be

Real assets like stocks and real estate are expensive but remain a way to maintain purchasing power…
Read more
Raj Shant, Jennison
Asset Allocation
October 29, 2021

EM investing: no confidence in China

Investors in emerging markets should completely ignore the 60 per cent worst performing companies…
Read more
Oil refinery stock shot
Asset Allocation
October 13, 2021

ING adjusts portfolios to turbulent energy market

While the price of gas shot through the roof last week, it seems that a real energy crisis can be…
Read more
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