Asset Allocation

Asset Allocation
July 29, 2020

Schroders: continued demand for hotel real estate despite crisis

The coronavirus crisis has hit the hotel market hard. So one may expect this to negatively affect…
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Asset Allocation
July 27, 2020

The Big Tech story: can the biggest get even bigger?

The market value of big technology companies such as Facebook, Apple, Amazon, Microsoft and Alphabet…
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Asset Allocation
July 15, 2020

‘Net corporate debt to rise by $1 trillion in 2020’

Net corporate borrowing around the world will increase by $1 trillion in 2020 as the coronavirus…
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Rajaa Mekouar
Asset Allocation
July 15, 2020

‘Private equity must demonstrate commitment to real economy’

On 1 September 2020, Rajaa Mekouar will leave her CEO functions at LPEA, the Luxembourg Private…
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Asset Allocation
July 10, 2020

Will inflation ever rise again?

As a result of the Covid-19 crisis, inflation expectations have fallen even more. From already very…
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Asset Allocation
July 6, 2020

Investors return to active equity funds

In a remarkable turn of events, actively managed equity funds suddenly saw substantial inflows in…
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Asset Allocation
July 3, 2020

'Recovery fund gamechanger for European equities'

Agreement on the European coronavirus recovery fund could be a “gamechanger” for the European Union…
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Asset Allocation
June 30, 2020

Investor confidence recovers swiftly

State Street’s Global Investor Confidence Index increased to 94.3 points in June, more than 20…
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Asset Allocation
June 26, 2020

Will gold keep going higher?

While everyone is watching the main US stock indices break records day after day thanks to FAMANG…
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Asset Allocation
June 25, 2020

Outperformance despite tech underweight

Skagen Global remains an outlier among global equity funds. The fund shuns most big American…
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Asset Allocation
June 22, 2020

Why factor investing keeps disappointing

Due to a sustained period of underperformance, investors are increasingly questioning the validity…
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Asset Allocation
June 17, 2020

Is private asset optimism justified?

Despite the profound economic shock that continues to play out, investors in private assets appear…
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Asset Allocation
June 16, 2020

Coronavirus leads to EM of two paces

The performance gap between East Asia and other emerging markets has never been greater than in the…
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Asset Allocation
June 12, 2020

Investors flock to outperforming ESG funds

Whereas European equity funds suffered substantial outflows during the coronavirus crisis, their ESG…
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