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Investing
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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Asset Managers
March 5, 2021
Lazard AM: Nordic bonds still offer positive return potential
Positive returns on investment-grade bonds have been hard to come by in the West. The Nordic market…
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Asset Managers
March 3, 2021
‘These two megatrends are crucial for investors’
Disruption is wiping out entire sectors and companies. While winners are hard to predict, using…
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Asset Managers
February 28, 2021
‘EMD to profit from economic recovery’
Emerging market debt is perfectly placed to benefit from the economic recovery that will follow the…
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Asset Managers
February 26, 2021
Bond return prospects bleaker than ever
Bonds are among the best performing asset classes of the past 40 years. But it’s not unlikely the…
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Asset Allocation
February 22, 2021
European dividend pay-outs sink to lowest level since 2009
Dividends paid by European companies on an underlying basis have sunk by more than 28% in 2020 to…
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Asset Allocation
February 16, 2021
‘EM equities more attractive than ever before’
Carmignac says all lights are green for an investment in emerging markets. The weakening dollar and…
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Asset Allocation
February 15, 2021
‘Our quality companies are inflation-proof'
Expensive US growth stocks need not suffer from reflation and rising interest rates. On the contrary…
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Asset Allocation
Active ETFs redraw Europe’s investment landscape
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Investing
Greed, not fraud, is driving the chaos in private AI shares
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