Asset Allocation

Asset Managers
May 18, 2021

Ethenea: avoid deep value and overvalued growth stocks

“Avoid the extremes of the market: deep value stocks and expensive growth stocks. It is in the…
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Bill Street, Quintet
Asset Allocation
May 11, 2021

Quintet globalises asset allocation

Quintet Private Bank is shifting its strategic asset allocation to a global asset allocation…
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Capital Group CEO Robert Lovelace
Asset Managers
May 10, 2021

Capital Group: China adopts dual-track strategy

Investors today should keep China in mind, according to US asset manager Capital Group. CEO Robert…
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Asset Allocation
May 7, 2021

GaveKal: China's radically different answer to US fiscal spending

While the US and Europe have chosen the path of unprecedented fiscal spending and monetary easing…
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Asset Allocation
April 30, 2021

Inflation or no inflation? The jury is still out

The emergence of inflation is particularly hotly debated at the moment. Is the current uptick in…
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Asset Allocation
April 9, 2021

‘Japan value rally is already over’

Optimism about an imminent end to the coronavirus lockdowns and the announcement of substantial…
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Asset Allocation
April 2, 2021

‘Biden support package to benefit small caps'

US stocks are historically expensive. But this applies in particular to large caps. Small caps are…
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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…
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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…
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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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