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Opinion
December 23, 2021
Economist's view: Less liquidity weighs down inflation
Democratic Senator Joe Manchin wants to vote against President Joe Biden’s Build Back Better…
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Investing
December 22, 2021
2021, can we settle the score?
Traditionally, the first outlooks for the coming year trickle in from September onwards. With…
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Asset Managers
December 22, 2021
The largest unknown asset manager in the world
“Although we are number twelve in the world in order of assets under management, we are a relatively…
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Asset Managers
December 21, 2021
Spreads on smaller SME loans still attractive
As in the sovereign and corporate bond markets, private debt valuations have risen sharply. “However…
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Asset Managers
December 20, 2021
JPMorgan AM: equities are a good inflation hedge
In its outlook for 2022, JP Morgan Asset Management makes no bones about the fact that equities…
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Asset Managers
December 20, 2021
Analysts guess at ECB policy direction
It was the week of the central banks. The Bank of England raised interest rates by 15 basis points…
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Asset Managers
December 20, 2021
Is a recession on the way?
The yield curves on the global bond markets flattened dramatically during the second half of October…
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Asset Managers
December 17, 2021
Weak competition law enforcement drives inflation
The business outlook for next year is characterised by concerns about inflation. Is it a temporary…
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Investing
December 17, 2021
Large-scale investment plans give new impetus to equities
European equities are very attractive right now with a risk premium of around 7 per cent. To…
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Opinion
December 17, 2021
Economist's view: the importance of China in the portfolio
While browsing through all the predictions for next year, I noticed that hardly anyone dares to put…
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