Investing

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 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 8, 2020

How a midcap fund managed to limit losses in 2020

The Echiquier Agenor SRI Mid Cap Europe fund managed to limit its losses year-to-date to only -0.47%…
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Asset Allocation
June 5, 2020

Why stock investors always look on the bright side of life

Europe and the United States are facing an almost unprecedented economic crisis: debts are rising…
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Asset Allocation
May 29, 2020

Investors oppose coronavirus cost cuts

Companies that opted to retain their staff and take measures to support their suppliers during the…
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Japan
Asset Allocation
May 27, 2020

‘Return of domestic investors to trigger Japan rally’

The return of private Japanese investors to the stock market could trigger a real rally, believes…
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Asset Allocation
May 26, 2020

Dramatic reshuffle for S&P Low Volatility Index

The S&P 500 Low Volatility Index, consisting of the 100 least volatile stocks in the index, was…
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Asset Allocation
May 25, 2020

‘Short but fierce value rally ahead’

The difference in valuations between expensive and cheap stocks has overshot in recent weeks…
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Asset Allocation
May 22, 2020

Fund managers expect new market correction

Two in three fund managers think we are still in a bear market, the latest Bank of America Fud…
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Asset Allocation
May 20, 2020

Coronavirus image boost for healthcare stocks

As a result of the corona crisis, investors suddenly look at healthcare companies very differently….
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