Asset Allocation

Trading floor image
Asset Allocation
September 3, 2021

Yield strategies during low interest rate

Accommodative central bank policy, an ageing Europe and the exorbitant increase in debts make…
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David De Moerloose and Emile De Block
Asset Allocation
September 1, 2021

Study: strong positive correlation - Fondsnieuws coverage/market performance

A study by a group of researchers from Ghent University shows that the sentiment of the coverage in…
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Natasha Ebtehadj, Columbia Threadneedle
Asset Managers
August 31, 2021

Columbia Threadneedle: no worries on record stock prices

“As corporate profits are rising much faster than expected, high valuations in the equity market are…
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Gino Delaere, Econopolis
Asset Managers
August 27, 2021

Econopolis: Emerging markets stockpicking in can work well

“The relative performance of emerging markets versus developed markets is in cycles. At the moment…
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Gloved hand holding dirty plastic cups
Asset Managers
August 27, 2021

Update: Shocking amount of ESG funds not sustainable

71 percent of ESG investment funds do not meet the global climate targets set out in the Paris…
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No walk sign US city
Asset Managers
August 19, 2021

Forecasting: fund managers smaller in equities 

Fund managers consider it less and less likely that the economy will continue to grow in the coming…
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Han Dieperink, Auréus
Asset Managers
August 18, 2021

No greenwashing at Auréus's new blue chip fund

In April this year, Auréus launched the Equities Blue Chips fund. The fund is in Morningstar’s…
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Richard Clode, Janus Henderson
Asset Allocation
August 17, 2021

Tech investors must keep their cynicism

Emerging companies in the technology sector are often heavily overestimated, according to tech…
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Toby Goodworth, bfinance
Asset Allocation
August 13, 2021

Institutional investors preferring hedge funds 

Institutional investors are increasingly turning to hedge fund strategies in response to low bond…
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Jai Jacob, Lazard Asset Management
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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Tom Wilson, head of emerging markets at Schroders
Asset Allocation
July 30, 2021

Southeast Asia Covid bargains

Equity markets in most emerging markets are lagging the US and Europe significantly this year. The…
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Jan Boudewijns
Asset Allocation
July 28, 2021

Prospects for Chinese education stocks remain very murky

In recent days we have seen a massive correction in Chinese stock markets, both in Hong Kong and the…
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Rod Ringrow
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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Vincent Mortier
Asset Allocation
July 25, 2021

Amundi: A monetary policy mistake is now the biggest risk

A monetary policy mistake is now a very big risk about which markets are not taking sufficient…
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