Asset Allocation

Asset Allocation
March 28, 2021

To bitcoin or not to bitcoin?

Elon Musk’s announcement by tweet that Tesla’s customers will soon be able pay for their car in…
Read more
Asset Managers
March 26, 2021

‘Asia: growth shifts from big tech to niche players'

Growth in the Asian stock market no longer comes from big tech companies. The best growth…
Read more
Asset Allocation
March 23, 2021

No reason for yield-phobia

Investors have always worried about what rising bond yields mean for markets. But today, such fears…
Read more
Asset Managers
March 19, 2021

‘We create most alpha by re-investing in the existing portfolio’

Small caps have shown stellar performance this year, helped by an improved economic outlook…
Read more
Asset Allocation
March 12, 2021

‘Commodity rally has much further to go’

The rally in commodity prices has only just started and has much further to go, according to…
Read more
Asset Managers
March 9, 2021

Pet fund benefits from ‘intersection of megatrends’

Pets are not just fun to have around, they are also an excellent investment. ‘The pet economy is…
Read more
Asset Managers
March 8, 2021

New fund to focus on European decarbonisation champions

Looking for companies that can contribute to the decarbonisation of the European economy. That’s the…
Read more
<span>Photo by <a href="https://unsplash.com/@nickkarvounis?utm_source=unsplash&utm_medium=referral&utm_content=creditCopyText">Nick Karvounis</a> on <a href="https://unsplash.com/s/photos/copenhagen?utm_source=unsplash&utm_medium=referral&utm_content=creditCopyText">Unsplash</a></span>
Asset Managers
March 5, 2021

Lazard AM: Nordic bonds still offer positive return potential

Positive returns on investment-grade bonds have been hard to come by in the West. The Nordic market…
Read more
Asset Managers
March 3, 2021

‘These two megatrends are crucial for investors’

Disruption is wiping out entire sectors and companies. While winners are hard to predict, using…
Read more
Asset Managers
February 28, 2021

‘EMD to profit from economic recovery’

Emerging market debt is perfectly placed to benefit from the economic recovery that will follow the…
Read more
Asset Allocation
February 22, 2021

European dividend pay-outs sink to lowest level since 2009 

Dividends paid by European companies on an underlying basis have sunk by more than 28% in 2020 to…
Read more
Asset Allocation
February 16, 2021

‘EM equities more attractive than ever before’

Carmignac says all lights are green for an investment in emerging markets. The weakening dollar and…
Read more
Asset Allocation
February 15, 2021

‘Our quality companies are inflation-proof'

Expensive US growth stocks need not suffer from reflation and rising interest rates. On the contrary…
Read more
Asset Allocation
February 10, 2021

Why Tesla buys bitcoin

When Tesla’s annual report was released on Monday, it stated that the firm had bought $1.5 billion…
Read more