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Investing
Asset Allocation
June 12, 2020
Investors flock to outperforming ESG funds
Whereas European equity funds suffered substantial outflows during the coronavirus crisis, their ESG…
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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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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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Asset Allocation
May 20, 2020
Foreign investors dump Treasuries
Several countries drastically reduced their exposure to US government bonds in March. Treasuries…
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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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Another wave of price pressure hits European fund managers
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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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