Asset Allocation

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
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…
Read more
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…
Read more
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…
Read more
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…
Read more
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…
Read more
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…
Read more
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…
Read more