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Investing
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…
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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…
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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…
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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…
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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…
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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…
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Asset Managers
January 13, 2021
Pictet-Human to capture consumer trends and subscription economy
Pictet-Human wants to invest in private services in the fields of education, leisure and healthcare…
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Asset Managers
January 11, 2021
M&G multi-asset fund makes big bet on value rotation
Juan Nevado, manager of the M&G (Lux) Dynamic Allocation Fund, is convinced time has come for a…
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Asset Allocation
January 7, 2021
Quintet ups risk as recovery accelerates
Quintet private bank is counting on an accelerated global recovery in the spring and is advising its…
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Asset Allocation
January 6, 2021
15 predictions for investors for 2030
As a very challenging 2020 has drawn to a close, everyone is looking to the future: when can I get…
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Investing
The US is entering an era of ‘post-truth statistics’
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Expert Panel
Morningstar: Aberdeen versus Invesco in global emerging markets equities
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Investing
Another wave of price pressure hits European fund managers
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Investing
Defense and AI push European thematic ETFs to record size
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Transfers
Transfers: Cube IM, Align, Zedra, River Global
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