Investing

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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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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<span>Photo by <a href="https://unsplash.com/@nickkarvounis?utm_source=unsplash&utm_medium=referral&utm_content=creditCopyText">Nick Karvounis</a> on <a href="https://unsplash.com/s/photos/copenhagen?utm_source=unsplash&utm_medium=referral&utm_content=creditCopyText">Unsplash</a></span>
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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Most recent

Riccardo Lamanna, Luxembourg country head at State Street. Photo by State Street.
Transfers

Lamanna swaps Luxembourg for Italy at State Street

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The Towa Maru, a Japanese-owned VLCC, is currently sailing past the west coast of Africa. Photo: NYK.
Investing

JP Morgan drops oil base case as diesel risk grows

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Han Dieperink
Opinion

Low expectations, big surprise?

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Dollars - Cottonbro - Pexels
Investing

Wall Street’s earnings boom is less solid than it looks, says valuation expert

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Gertjan Verdickt
Opinion

The price of a tirade

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