Investing

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
February 26, 2021

Bond return prospects bleaker than ever

Bonds are among the best performing asset classes of the past 40 years. But it’s not unlikely 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
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…
Read more
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…
Read more
Asset Allocation
January 26, 2021

‘20% upward potential for European banking stocks’

The share prices of European banks have been rising in recent months, and their rally has further to…
Read more
Asset Allocation
January 25, 2021

‘Reflation trade to accelerate under Biden’

The reflation trade will accelerate further under a Biden presidency, according to what Philippe…
Read more
Asset Allocation
January 22, 2021

‘Dollar weakness double whammy for expensive US stocks’

Despite its recent slide, the US dollar is still overvalued. In time, the greenback could go much…
Read more
iShares: bond ETF market can grow to $5,000 billion
Asset Allocation
January 20, 2021

Thematic ETF assets triple in 2020

Thematic ETFs saw record inflows of €9.5 billion last year, as totale assets in the category almost…
Read more
Asset Allocation
January 19, 2021

‘Blue Wave yield spike has run its course’

In the aftermath of the surprise Democrat win in the Georgia Senate run-offs earlier this month, 10…
Read more
Asset Allocation
January 15, 2021

'Low rates power EM project finance'

The low-yield environment in the developed world has also lowered Western investors’ return…
Read more