Investing

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 Managers
March 31, 2021

Nordea AM: Investor worries about rate rises are overstated

There’s no reason to worry about the recent rise in interest rates and the threat of inflation. The…
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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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Most recent

Photo Credit: Department of Labor
Investing

The US is entering an era of ‘post-truth statistics’

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Hong Kong, foto door Pat Whelen via Unsplash
Expert Panel

Morningstar: Aberdeen versus Invesco in global emerging markets equities

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Cheap Street. Photo: Unsplash.
Investing

Another wave of price pressure hits European fund managers

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Afbeelding van Jimi Malmberg via Unsplash
Investing

Defense and AI push European thematic ETFs to record size

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Julie Bonamy Racine will oversee the French business at Cube IM. Photo: Cube IM.
Transfers

Transfers: Cube IM, Align, Zedra, River Global

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