Investing

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 Managers
April 19, 2021

'IG corporate bonds will remain more attractive than govvies'

Investment grade corporate bonds remain more attractive than core European government bonds, which…
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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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Most recent

Foto Globe Valentin Antonucci - Pexels
Expert Panel

Morningstar: Capital Group vs JP Morgan in Global Corporate Bond – USD Hedged

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Edin Mujagic
Opinion

Clear language from the Eurotower

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Euro notes. Photo: Pixabay.
Investing

Luxembourg’s financial machine enters the AMLA era with major readiness gaps

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From left to right: Piera Elisa Grassi (JPMorgan), Tom Stephens (Schroders), Gilles Dauphiné (Amundi) and Michael Mohr (Xtrackers/DWS).
Asset Allocation

Active ETFs redraw Europe’s investment landscape

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Silicon Valley - Zetong Li - Pexels
Investing

Greed, not fraud, is driving the chaos in private AI shares

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