24 July 2023 Navigating private equity, Baillie Gifford advocates prudence As pressure mounts on investors to allocate larger portions of their portfolios...
11 July 2023 Pimco: Prolonged high rates will punch hole in balances The world's largest active bond house is warning that, despite last week's...
20 June 2023 Allianz CIO: ‘Monetary policy is really starting to bite’ The Federal Reserve's predicted interest rate peak between 5.5% and 5.75% has...
15 June 2023 Debunking the myth of active management “Active management is a sham — no wonder my returns are suspect,” writes Stuart...
09 June 2023 Falling inflation is ‘only silver lining’ for market outlooks May saw a 6.1 percent increase in consumer prices in the EU compared to the...
08 June 2023 As growth slows, Quintet prefers defensive investments More exposure to low-volatility European equities, high quality bonds in the U.S...
30 March 2023 ‘Gold deserves a structural role in the portfolio’ Panic over banks and falling treasury yields have gold prices flirting with an...
28 March 2023 Allianz’s Bras: Green bonds are a good diversifier Green bonds are becoming mature and are a good diversification in a portfolio...
27 March 2023 Banks pick up ‘cheap’ coco’s as CS debt goes up in smoke Rabobank said it took advantage of the sharp fall in prices of deeply...
20 March 2023 Investors scratch their heads over cursed 60/40 portfolio After a formidable start for the capital markets in 2023, followed by the “SVB...