Asset Allocation

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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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Asset Allocation
February 9, 2021

‘Post-Brexit M&A could boost UK equities’

The UK equity market has been underperforming ever since the Brexit year of 2016. Now that Brexit is…
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Asset Allocation
January 29, 2021

‘Growth in power semiconductors to continue for 10 more years'

Strong inflows into clean energy ETFs have pushed valuations of the various subsectors higher. To…
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