Investing

Asset Managers
May 20, 2021

Three female fund managers, “apparently notable”

Although it was never a conscious decision, the fact that the DWS real estate fund Europe II is…
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Burry vs Wood
Asset Managers
May 19, 2021

The tug-of-war between Michael Burry and Cathie Wood

Renowned investor Michael Burry has taken a short position on Tesla and is aiming for an…
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Asset Managers
May 18, 2021

Ethenea: avoid deep value and overvalued growth stocks

“Avoid the extremes of the market: deep value stocks and expensive growth stocks. It is in the…
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Bill Street, Quintet
Asset Allocation
May 11, 2021

Quintet globalises asset allocation

Quintet Private Bank is shifting its strategic asset allocation to a global asset allocation…
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Capital Group CEO Robert Lovelace
Asset Managers
May 10, 2021

Capital Group: China adopts dual-track strategy

Investors today should keep China in mind, according to US asset manager Capital Group. CEO Robert…
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Asset Allocation
May 7, 2021

GaveKal: China's radically different answer to US fiscal spending

While the US and Europe have chosen the path of unprecedented fiscal spending and monetary easing…
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Investing
May 5, 2021

Are US equities too expensive? Yes, but…

According to traditional valuation metrics, US equities are expensive. In this analysis, we provide…
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Investing
May 3, 2021

Sun European Partners: no more turnaround investments

Private equity investor Sun European Partners has shifted its focus from typical turnaround…
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Asset Allocation
April 30, 2021

Inflation or no inflation? The jury is still out

The emergence of inflation is particularly hotly debated at the moment. Is the current uptick in…
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Asset Managers
April 23, 2021

JP Morgan AM: Inflation expectations not impacted by pandemic

The US asset manager expects inflation to be slightly below 2% for developed economies over the next…
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Asset Allocation

Eltif growth meets market reality

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Expert Panel

Morningstar: two speeds at Blackrock and UBS AM

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Opinion

Christine Lagarde has always remained a politician

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Asset Allocation

Investors underestimate risk capacity Yale finds

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Investing

‘Health care can regain its role as a safe haven’

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